Senior Director Financial Planning and Analysis

DescriptionPenn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines.Today at Penn Medicine, someone will make a breakthrough. Someone will heal a heart, deliver hopeful news, and give comfort and reassurance. Our employees shape our future each day. Are you living your life's work?LOCATION: Commercial Ave, East Petersburg PASummaryThe Senior Director of Financial Planning & Analysis (FP&A) will lead the FP&A function, driving strategic financial planning, budgeting, forecasting, and performance analysis across the organization. This role partners closely with executive leadership to provide data-driven insights and financial guidance to support decision-making and long-term growth initiatives. The ideal candidate is a strategic thinker, a collaborative leader, and a hands-on operator who thrives in dynamic environments.ResponsibilitiesStrategic Financial Planning - Lead the annual budget, long-range financial planning, and quarterly reforecasting processes in collaboration with senior leadership. Partner with senior leadership to align financial strategies with clinical and operational goals. Model various business scenarios to evaluate the impact of new programs, payer mix changes, value-based care initiatives, or expansion efforts. Develop financial models, forecasts, and scenario analyses to support strategic initiatives and investment decisions. Translate complex financial data into actionable insights and recommendations for the executive team and board.Operational and Financial Analysis - Own monthly and quarterly financial reporting, including variance analysis, executive dashboards, margin analysis, and service-line profitability. Monitor key performance indicators (KPIs) across departments and support service-line reporting (e.g., inpatient, outpatient, surgical, ambulatory). Identify opportunities for cost containment, efficiency improvements, and revenue optimization.Serve as a liaison to UPHS’ corporate financial planning and budgeting team to maintain an integrated approach to budgeting and planning, consistency in planning assumptions and methodologies, and alignment with UPHS financial planning timeline for multi-year planning and capital and operating budgets. Familiarity with budgeting and planning software tools such as Hyperion, EPSI, Infor or other similar products.Decision Support & Business Intelligence - Develop and maintain dashboards and data visualization tools to support executive decision-making. Collaborate with clinical and operational leaders and UPHS’ data analytics team to evaluate return on investment (ROI) for capital projects, new service lines, and technology investments. Conduct benchmarking analysis using industry data (e.g., MGMA, HFMA, Premier, Vizient).Team Leadership & Collaboration - Manage and mentor a team of FP&A analysts and financial specialists. Serve as a liaison between finance, IT, operations, and clinical teams to ensure data integrity and reporting accuracy. Promote a culture of continuous improvement and financial accountability. Build scalable processes and systems to enhance reporting accuracy, speed, and insight generation.Regulatory & Compliance - Ensure financial plans comply with healthcare regulations, including CMS reimbursement models, value-based payment programs, and managed care contracts. Support audits, cost reports, and compliance with not-for-profit status (if applicable).Business Partnership - Serve as a key finance partner to department heads and business unit leaders. Provide financial guidance on key business initiatives, pricing strategies, and ROI assessments. Support M&A activities, including financial due diligence, integration planning, and post-acquisition analysis.Executive & Board Reporting - Prepare materials and analysis for board meetings, investor updates, and other executive presentations. Communicate financial performance and strategic insights clearly and confidently to stakeholdersMinimum Required QualificationsBachelor's Degree in Finance, Accounting or related field FINANCE: Ability to analyze and interpret financial data in order to coordinate the preparation of financial recordsFINANCE: Demonstrated financial management skillsCOMMUNICATION: Ability to communicate with internal and external constituentsStrong experience with financial modeling, planning systems, and business analytics tools (Excel, Anaplan, Adaptive Insights, Tableau, Power BI) Demonstrated success partnering with executive teams and influencing strategic decisions.Excellent communication, presentation and interpersonal skillsPreferred QualificationsMaster's Degree in Business, Finance, Accounting or related fieldCPAExperience in healthcareWe believe that the best care for our patients starts with the best care for our employees. Our employee benefits programs help our employees get healthy and stay healthy. We offer a comprehensive compensation and benefits program that includes one of the finest prepaid tuition assistance programs in the region. Penn Medicine employees are actively engaged and committed to our mission. Together we will continue to make medical advances that help people live longer, healthier lives.Live Your Life's WorkWe are an Equal Opportunity employer. Candidates are considered for employment without regard to race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, familial status, genetic information, domestic or sexual violence victim status, citizenship status, military status, status as a protected veteran or any other status protected by applicable law.