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Financial Analyst III - Financial Planning

Morrisville, NC

Job Description

Description

Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve.

Summary:

Participates in the preparation of corporate budgets, financial statements, statistical reports, cost analyses and other financial information. Responsible for analytical studies, including reviewing budget requests and recommending changes to achieve goals and objectives. 


Responsibilities:
1. Maintain communication with assigned entity managers and administrative staff in the preparation and analysis of financial reports, to provide information and to resolve problems concerning variances from approved budget. Provide technical support to assigned entities regarding budgeting system and procedures.
2. Monitors and analyzes corporate budget expenditures and prepares reports and analysis on trends. Compiles budgetary and fiscal data received from assigned entities. Analyzes and evaluates entity budget requests to prepare budgetary documents, reports, and recommendations. Attends budget hearings and as needed presents fiscal data of assigned entities.
3. Prepares and coordinates distribution of financial reports and analysis for management and external agencies. May present reports to management or committees. Prepares charts and diagrams showing prior, current and projected expenditures to provide a basis for comparison and evaluation.
4. Prepares and maintains accurate accounting records to ensure compliance with state and federal regulatory agencies as well as GAAP, GASB, and FASB.
5. Utilizes various computer financial information systems in the preparation of complex analysis, evaluation and reports relating to assigned entities. Recommends operational procedures and ways to improve efficiency and/or effectiveness. Serves as a resource and mentor to junior financial team members.


Other Information

Other information:
Education Requirements:
● Master's degree or equivalent combination of related education and experience.
Licensure/Certification Requirements:
● No licensure or certification required.
Professional Experience Requirements:
● If a Master's degree: two (2) years of experience in financial planning or analysis.
● If a Bachelor's degree: Six (6) years of experience in financial planning or analysis.
Knowledge/Skills/and Abilities Requirements:
● Research, retrieve and organize data to prepare reports and financial documentation, analyze and audit data.


Job Details

Legal Employer: NCHEALTH

Entity: Shared Services

Organization Unit: Financial Planning

Work Type: Full Time

Standard Hours Per Week: 40.00

Salary Range: $35.52 - $51.05 per hour (Hiring Range)

Pay offers are determined by experience and internal equity

Work Assignment Type: Hybrid

Work Schedule: Day Job

Location of Job: US:NC:Morrisville

Exempt From Overtime: Exempt: Yes


This position is employed by NC Health (Rex Healthcare, Inc., d/b/a NC Health), a private, fully-owned subsidiary of UNC Health Care System, in a department that provides shared services to operations across UNC Health Care; except that, if you are currently a UNCHCS State employee already working in a designated shared services department, you may remain a UNCHCS State employee if selected for this job.


Qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, status as a protected veteran or political affiliation.

UNC Health makes reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as applicants and employees with disabilities. All interested applicants are invited to apply for career opportunities. Please email applicant.accommodations@unchealth.unc.edu if you need a reasonable accommodation to search and/or to apply for a career opportunity.

PDN-a04e036c-a802-4a9d-a303-391794718b7d

Description

Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve.

Summary:

Participates in the preparation of corporate budgets, financial statements, statistical reports, cost analyses and other financial information. Responsible for analytical studies, including reviewing budget requests and recommending changes to achieve goals and objectives. 


Responsibilities:
1. Maintain communication with assigned entity managers and administrative staff in the preparation and analysis of financial reports, to provide information and to resolve problems concerning variances from approved budget. Provide technical support to assigned entities regarding budgeting system and procedures.
2. Monitors and analyzes corporate budget expenditures and prepares reports and analysis on trends. Compiles budgetary and fiscal data received from assigned entities. Analyzes and evaluates entity budget requests to prepare budgetary documents, reports, and recommendations. Attends budget hearings and as needed presents fiscal data of assigned entities.
3. Prepares and coordinates distribution of financial reports and analysis for management and external agencies. May present reports to management or committees. Prepares charts and diagrams showing prior, current and projected expenditures to provide a basis for comparison and evaluation.
4. Prepares and maintains accurate accounting records to ensure compliance with state and federal regulatory agencies as well as GAAP, GASB, and FASB.
5. Utilizes various computer financial information systems in the preparation of complex analysis, evaluation and reports relating to assigned entities. Recommends operational procedures and ways to improve efficiency and/or effectiveness. Serves as a resource and mentor to junior financial team members.


Other Information

Other information:
Education Requirements:
● Master's degree or equivalent combination of related education and experience.
Licensure/Certification Requirements:
● No licensure or certification required.
Professional Experience Requirements:
● If a Master's degree: two (2) years of experience in financial planning or analysis.
● If a Bachelor's degree: Six (6) years of experience in financial planning or analysis.
Knowledge/Skills/and Abilities Requirements:
● Research, retrieve and organize data to prepare reports and financial documentation, analyze and audit data.


Job Details

Legal Employer: NCHEALTH

Entity: Shared Services

Organization Unit: Financial Planning

Work Type: Full Time

Standard Hours Per Week: 40.00

Salary Range: $35.52 - $51.05 per hour (Hiring Range)

Pay offers are determined by experience and internal equity

Work Assignment Type: Hybrid

Work Schedule: Day Job

Location of Job: US:NC:Morrisville

Exempt From Overtime: Exempt: Yes


This position is employed by NC Health (Rex Healthcare, Inc., d/b/a NC Health), a private, fully-owned subsidiary of UNC Health Care System, in a department that provides shared services to operations across UNC Health Care; except that, if you are currently a UNCHCS State employee already working in a designated shared services department, you may remain a UNCHCS State employee if selected for this job.


Qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, status as a protected veteran or political affiliation.

UNC Health makes reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as applicants and employees with disabilities. All interested applicants are invited to apply for career opportunities. Please email applicant.accommodations@unchealth.unc.edu if you need a reasonable accommodation to search and/or to apply for a career opportunity.

PDN-a04e036c-a802-4a9d-a303-391794718b7d

About UNC Health

Our mission is to improve the health and well-being of North Carolinians and others whom we serve. We accomplish this by providing leadership and excellence in the interrelated areas of patient care, education and research. 

 UNC Health and its 33,000 employees, continue to serve as North Carolina’s Health Care System, caring for patients from all 100 counties and beyond our borders. We continue to leverage the world class research conducted in the UNC School of Medicine, translating that innovation to life-saving and life-changing therapies, procedures, and techniques for the patients who rely on us.

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Financial Analyst III - Financial Planning
UNC Health
Morrisville, NC
Nov 8, 2025
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