Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planning Analyst

$65k - $75k

Catholic Health Service

Financial Planning & Analysis Team Member

Catholic Health is one of Long Island's finest health and human services agencies. Our health system has over 16,000 employees, six acute care hospitals, three nursing homes, a home health service, hospice and a network of physician practices across the island.

At Catholic Health, our primary focus is the way we treat and serve our communities. We work collaboratively to provide compassionate care and utilize evidence based practice to improve outcomes – to every patient, every time.

We are committed to caring for Long Island. Be a part of our team of healthcare heroes and discover why Catholic Health was named Long Island's Top Workplace!

The Financial Planning & Analysis team serves as a centralized function across Catholic Health, leveraging Strata Decision Technology (SDT) to execute and sustain healthcare financial planning initiatives. This includes key modules such as Operating and Capital Budgeting, Management Reporting, Productivity Reporting, and Decision Support. The department collaborates with system entities to lead budgeting and performance improvement processes and is spearheading the future vision for financial planning across Catholic Health.

Key Responsibilities

  • Gain and apply proficiency across SDT modules: Operating Budgeting, Capital Management, Management & Productivity Reporting, Decision Support and Continuous Improvement.
  • Perform ongoing system maintenance: data reconciliation, security/hierarchy management.
  • Provide ad-hoc and variance reporting across departments using SDT tools.
  • Collaborate closely with local finance and operational teams.
  • Assist in capital planning, reporting, and forecasting activities.
  • Promote and support standardization of financial systems and processes across the organization.
  • Participate in implementing new SDT modules and other departmental initiatives.
  • Provide support to other FP&A team members as needed.

Qualifications

Education:

  • Bachelor's degree in Business or a related field required.

Experience:

  • 2–5 years of experience in healthcare finance preferred.
  • Willing to train highly motivated candidates eager to learn and grow.

Skills:

  • Moderate proficiency in Excel required.
  • Knowledge of Strata Decision Technology is a plus.
  • Strong analytical, financial, and problem-solving abilities.
  • Excellent organizational, communication, and presentation skills.
  • Ability to manage multiple projects and meet deadlines efficiently.

Other Requirements:

  • Flexibility to work overtime during peak periods.
  • Reasonable accommodations provided for individuals with disabilities.

Posted Salary Range

USD $65,000.00 - USD $75,000.00 /Yr.

This range serves as a good faith estimate and actual pay will encompass a number of factors, including a candidate's qualifications, skills, competencies and experience. The salary range or rate listed does not include any bonuses/incentive, or other forms of compensation that may be applicable to this job and it does not include the value of benefits.

At Catholic Health, we believe in a people-first approach. In addition to the estimated base pay provided, Catholic Health offers generous benefits packages, generous tuition assistance, a defined benefit pension plan, and a culture that supports professional and educational growth.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Planning Analyst in Rockville Centre, NY vacancy
  •  ...Financial Planning & Analysis Analyst - Inventory DigitalOptometrics is looking for a Financial Planning & Analysis Analyst - Inventory who's ready to dig into the numbers behind our exam sites' equipment costs and cost performance. If you enjoy turning operational... 
    Suggested
    Remote work

    DigitalOptometrics

    New Hyde Park, NY
    20 hours ago
  • $100k - $115k

     ...Senior Financial Analyst Position Summary We are seeking a highly analytical and driven Senior Financial Analyst to support financial planning, forecasting, reporting, and business performance analysis across multiple business units. This role will partner closely... 
    Suggested
    Local area

    LHH Recruitment Solutions

    Garden City, NY
    1 day ago
  • $100k - $120k

     ...Job Title: FP&A Analyst Company: our client Compensation: $100,000 - $120,000 base salary + performance bonus About the Role XX...  ...finance team. In this role, you will play a key part in driving financial planning, analysis, and decision support across our growing... 
    Suggested

    Lume Search Partners

    Woodmere, NY
    3 days ago
  • $80k - $95k

     ...Financial Analyst Opportunity In New York We have an incredible opportunity for a dynamic, energetic, and eager Financial Analyst in New...  ...budgeting, quarterly forecasting, and ongoing financial planning through detailed Excel-based analysis. Track financial and... 
    Suggested

    Do & Co

    Jamaica, NY
    4 days ago
  • $80k - $90k

     ...The Senior Financial Analyst is responsible for supporting the Shared Services groups for the enterprise, which encompasses the Technology...  ...Accounting role required. Skills and Qualifications Financial Planning, Control, and Compliance Strong quantitative, analytical,... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Pmalladmin

    Jericho, NY
    2 days ago
  • $88k - $132k

    Position Title: Senior Analyst Financial Planning and AnalysisPosition Summary:The Senior Analyst Financial Planning and Analysis (FP&A) identifies, models and recommends ideas pertaining to financial risks and opportunities within the business, leveraging the Finance... 
    Temporary work
    Work at office
    Immediate start
    Flexible hours
    Night shift

    JetBlue Airways

    Long Island City, NY
    9 hours ago
  •  .... Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial... 

    Valley Bank

    Rockville Centre, NY
    1 day ago
  • Citigroup Inc. in Uniondale, NY is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The role aims to build customer loyalty and increase sales with consumer clients. You will support business credit...

    Citigroup Inc

    Uniondale, NY
    4 days ago
  • Citi is seeking an entry-level Personal Banker in Uniondale, NY to assist in sales and service activities with the customer service team, fostering relationships to build loyalty and grow sales to individual consumer clients. Responsibilities include handling small business...

    Citi

    Uniondale, NY
    20 hours ago
  • Citigroup Inc. in Garden City, NY is seeking an entry-level Personal Banker SAFE Act to assist in sales, service and product activities, working with the customer service team to help build loyalty and grow relationships with individual consumer clients. You will handle...

    Citigroup Inc

    Garden City, NY
    4 days ago
  • $49.33k - $63.16k

     ...assistance, incentive compensation program, professional development opportunities, and more! ABOUT YOUR ROLE Accurately process routine financial transactions for banking customers with an emphasis on personalized quality service. Contribute to the growth, profitability, and... 
    Work at office
    Flexible hours
    Night shift

    OceanFirst Financial

    Uniondale, NY
    1 day ago
  • The Personal Banker SAFE Act at Citi is an entry level role that supports sales and service activities with the customer service team to foster customer loyalty and grow sales with individual consumers. Responsibilities include handling small business referrals, coaching...

    Citi

    Garden City, NY
    3 days ago
  • Citigroup’s Citi in Uniondale, NY is seeking an entry level Personal Banker SAFE Act to assist in sales, product and service activities with a focus on building customer relationships and loyalty. You will support consumer banking tasks, cross-sell treasury products, and...

    Citi

    Uniondale, NY
    7 hours ago
  •  ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Garden City, NY
    1 day ago
  • $52k - $68k

     ...hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a...  ..., on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support... 
    Full time
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Oceanside, NY
    3 days ago
  • Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team within the Banking, Insurance & Investment space. In this role, you’ll support client financial assessments, create basic financial plans, assist with budgeting, savings... 

    Year Up United

    Baldwin, NY
    1 day ago
  •  ...Job Description Job Description About Us At WealthBridge Financial Group, we help individuals, families, and business owners create...  ...strategies (retirement, investment, insurance, estate planning) Provide education and guidance to help clients make informed... 
    Flexible hours

    WealthBridge Financial Group

    Garden City, NY
    5 days ago
  • $160k - $180k

     ...achieve. The Director of Accounting (CPA) serves as a key financial leader within the charter school network, responsible for...  ...recommendations to leadership Assist with long-term financial planning, enrollment-based projections, and expansion modeling Internal... 
    Casual work
    Local area
    Afternoon shift

    THE ACADEMY CHARTER SCHOOL

    Uniondale, NY
    29 days ago
  •  ...Financial Consultant Location: Garden City, NY 11530 The Financial Consultant has the primary responsibility of retaining and expanding...  ...bankers through coaching, training, goal setting, marketing plans and daily support. Indirect talent management for licensed bank... 
    Bank staff
    Local area
    Night shift

    Flagstar Bank

    Garden City, NY
    20 hours ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern...  ..., and a framework for building an integrated financial planning practice from the ground up. Our college financial... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual

    Garden City, NY
    20 hours ago
  •  ..., with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and...  ...~ Minimum 5 years of experience as a wealth advisor, financial advisor, or private wealth professional with a demonstrated record... 
    Work at office
    Immediate start

    SimpleCiti Companies

    Garden City, NY
    2 days ago
  •  ...life insurance Our Culture At MassMutual, we believe in planning today and prospering tomorrow. Our teams value collaboration,...  ...you are motivated, ambitious, and driven to help others achieve financial security, we would love to connect. Apply anytime-there is no... 
    Local area

    Lee Nolan & Koroghlian LLC

    Garden City, NY
    1 day ago
  • $27.2 per hour

     ...Health was named Long Island's Top Workplace! Job Details Financial Counselors as part of Patient Access Department are responsible...  ...as well as verify anticipated services are covered under the plan or contract. Financial Counselors coordinate benefits among... 
    Contract work

    Catholic Health Service

    Rockville Centre, NY
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Garden City, NY
    4 days ago
  •  ...Financial Services Specialist Established State Farm agency is hiring a Licensed Financial Services Specialist with active Series 65, 6, and/or 63 licenses. This role focuses on financial planning, investment-related services, insurance-based financial solutions, and... 
    Base plus commission

    Liam Masterson - State Farm Agency

    Garden City, NY
    20 hours ago
  • $90k - $105k

     ...Reporting to the Senior Director – Finance, Sr. Associate Manager, Finance will have the responsibility to own & analyze the overall financial performance of the New York Racing Association as well build financial models to manage enterprise forecast, budget, cash, and... 
    Full time
    Remote work
    Work from home
    2 days per week

    New York Racing Association Careers

    Elmont, NY
    19 days ago
  • $200k - $225k

     ...Officer, the right candidate will bring a strong accounting and financial reporting background, and possess strong law firm partnership...  ...attorney inquiries. - Assist with budgeting and financial planning processes. - Analyze billing realization, collections trends... 
    Full time
    Work at office
    Immediate start
    Remote work

    Affinity Executive Search

    Uniondale, NY
    1 day ago
  •  ...individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial...  ...-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have... 

    New York Life Insurance Company

    Uniondale, NY
    1 day ago
  • $97k - $127k

     ...Associate Wealth Advisors work with high-net worth clients and advise them in all areas of their financial lives. Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth Statements, Cash Flow, Tax Projections, Stock Option Exercise... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    CI Financial Careers

    Garden City, NY
    20 hours ago
  • $120k

     ...individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial...  ...-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have... 
    Work at office

    New York Life

    Uniondale, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Analyst. Be the first to apply!