Financial Planning Analyst

Overview

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!

Job Details

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.

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.

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.

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.