Senior Financial Analyst II

Find your calling at Mercy!

This position reports to the Manager of Finance and is responsible for preparing, analyzing and presenting complex financial information to support operational and strategic decision making. This position provides financial support to the organization including oversight and analytical support for monthly close process, coordination/assistance in annual budget process, preparation and review of account reconciliations and annual audit schedules and various other financial analyses.

Position Details:

Education: Bachelors Degree in Accounting, Finance or related field from an accredited college or university.

Experience: Position requires a minimum of five years accounting or financial analysis experience.

1. Demonstrated knowledge with financial applications and processes
2. Strong written and oral communication skills, including presentation skills
3. Demonstrated ability to work with leadership teams
4. Ability to frame analytical questions, perform financial analyses and communicate related results.
5. Computer literacy with intermediate skills in Microsoft Excel
6. Ability to work independently to meet project deadlines
7. Ability to work with and preserve confidential information

Preferred Education: Bachelors Degree in Accounting. Preferred Licensure: CPA preferred. Preferred Experience: Healthcare financial reporting experience. Experience with Microsoft Access and Microsoft PowerPoint

Primary Responsibilities:

• Serve as the primary liaison and subject matter expert for capital planning activities within assigned areas.
• Serve as a strategic financial partner to operational, clinical, and executive leaders in support of capital planning, prioritization, and investment decisions.
• Manage assigned capital budgets by monitoring, processing, tracking, and reporting on capital requests and approvals.
• Evaluate capital requests to determine adherence to established criteria and completeness of support.
• Prepare reports and present capital analysis, recommendations, and supporting documentation to capital review committees and finance leadership.
• Assist leaders with capital requests in the StrataJazz system.
• Analyze capital spending trends, forecast capital expenditures, and identify opportunities for process improvement and resource optimization.
• Provide financial analysis and recommendations related to capital allocation decisions and prioritization of projects across assigned ministries and departments.
• Exercise independent judgment in evaluating capital requests, identifying financial risks, and recommending appropriate funding strategies.
• Develop and maintain reports, dashboards, and analytical tools utilizing systems such as StrataJazz, Excel, and other financial applications.
• Ensure integrity and accuracy of capital planning data and reporting.
• Identify and implement process improvements and automations to enhance efficiency, standardization, and transparency within the capital planning process.
• Lead or support annual capital planning and budgeting processes for assigned ministries and departments.
• Other miscellaneous activities to support the Finance Department and the ministry capital planning team.

Why Mercy?

From day one, Mercy offers outstanding benefits - including medical, dental, and vision coverage, paid time off, tuition support, and matched retirement plans for team members working 32+ hours per pay period.

Join a caring, collaborative team where your voice matters. At Mercy, you'll help shape the future of healthcare through innovation, technology, and compassion. As we grow, you'll grow with us.