Senior Analyst, Budgeting and Financial Planning

National Jewish Health is seeking a Senior Analyst, Budgeting and Financial Planning to play a key role in ensuring financial and operational efficiency across the organization. This position partners with leaders throughout the institution to support budgets, analyze operational data, and provide insights that guide decision-making and long-term success.

In this role, the Senior Financial Analyst will:

• Review, analyze, and edit departmental and programmatic budget submissions
• Monitor spending and prepare variance analyses to ensure fiscal responsibility
• Collect, validate, and report financial and operational data for internal and external stakeholders
• Deliver recurring and ad-hoc reporting to leadership, including presentations on financial and special projects
• Collaborate with faculty, executives, and managers to improve existing operations and evaluate new business opportunities

At National Jewish Health, the Senior Financial Analyst is a valued partner in advancing the institution's mission of excellence in patient care, research, and education. For more than 125 years, National Jewish Health has been recognized as the leading respiratory hospital in the nation. Join our team and contribute your expertise to an organization where innovation, accountability, and collaboration drive meaningful impact.

Position Summary
The Senior Financial Analyst position helps to ensure optimal financial and operating efficiency throughout the institution. This position develops budgets, analyzes operational data, and works with organizational leaders to achieve financial and operational goals.

Essential Duties

1. Reviews, analyzes, and edits budget submissions.
2. Oversees departmental and programmatic spending to ensure expenditures remain within board-approved budgets.
3. Assists with data collection, validation and annual reporting for the institution.
4. Analyzes financial and operational data to provide recurring and ad-hoc reporting to organizational leadership.
5. Presents financial and special project reports to internal and external audiences.
6. Collaborates with faculty, executives, and managers to enhance existing operations and support new business ventures.
7. Monitors budgets throughout the year and prepares variances analyses.

Competencies

1. Accountability: Accepts full responsibility for self and contribution as a team member; displays honesty and truthfulness; confronts problems quickly; displays a strong commitment to organizational success and inspires others to commit to goals; demonstrates a commitment to National Jewish Health.
2. Adaptability: Maintaining effectiveness when experiencing major changes in work responsibilities or environment; adjusting effectively to work within new work structures, processes, requirements, or cultures.
3. Attention to Detail: Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time. Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.
4. Building Strategic Relationships: Identifying opportunities and taking action to build strategic relationships between one's area and other areas, teams, departments, units, or organizations to help achieve business goals.
5. Business Acumen: Using economic, financial, market, and industry data to understand and improve business results; using one's understanding of major business functions, industry trends, and own organization's position to contribute to effective business strategies and tactics.
6. Problem Solving: Uses issue identification, data relation and comparison, pattern recognition and information gathering to create analyses and make recommendations.

Supervisory or Managerial Responsibility
None

Travel
Minimal travel (< 5%)

Core Values

1. Be available to work as scheduled and report to work on time.
2. Be willing to accept supervision and work well with others.
3. Be well groomed, appropriately for your role and wear ID Badge visibly.
4. Be in compliance with all departmental and institutional policies, the Employee Handbook, Code of Conduct and completes NetLearning by due date annually.
5. Promotes a workplace culture based on mutual respect and merit, where all individuals are treated fairly and provided with equal opportunity to contribute to the mission and goals of the institution.
6. Adheres to safe working practices and at all times follows all institutional and departmental safety policies and procedures.
7. Wears appropriate PPE as outlined by the infection control policies and procedures.
8. Demonstrates compliance with all state, federal and all other regulatory agency requirements.

Minimum Qualifications

1. Education: Bachelor's degree in business, analytics, finance, or related field required. Master's degree preferred.
2. Work Experience: A minimum of 3 years of experience in a finance or analytics. Advanced knowledge of Microsoft Excel. Experience with business intelligence tools (Tableau, Power BI, Qlik) and SQL preferred. Prior healthcare experience preferred.
3. Special Training, Certification or Licensure: None

Salary Range: $77,572.56 - $102,583.71

Benefits
At National Jewish Health, we recognize that our outstanding faculty and staff are the essence of our organization. For every aspect of health care, our employees are our greatest asset. With that in mind, we have designed a valuable, comprehensive benefits package to meet the needs of our employees and their families.

• Comprehensive Medical Coverage: Multiple Cigna health plans for Colorado, regional office and remote employees. Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) available to pair with some plans.
• Paid Time Off: Generous PTO accruals to use for vacation and sick days, and six paid holidays, all compliant with Colorado state sick leave regulations.
• Dental & Vision Plans: Coverage effective the first of the month after hire.
• Retirement Savings: 403(b) plan with employer contributions after two years.
• Wellness Incentives: Earn up to $200 annually for preventive health activities.
• Tuition Reimbursement: Up to $5,250 annually for full-time and part-time employees.
• Child Care Assistance: Childcare Flex Spending Account (FSA) with annual employer contribution.
• Loan Forgiveness: Public Service Loan Forgiveness (PSLF) eligible employer.
• Disability & Life Insurance: Employer-paid plans and optional buy-up choices.
• Voluntary Benefits: Full suite of coverage options such as Accident, Hospital Indemnity and Legal Plan
• Exclusive Discounts: Savings on local services, insurance, and RTD bus passes.