Financial Planning and Analysis

• Lead, analyze, and assist in budgeting and review of Capital Programs.
• Prepares financial reports on capital programs for all levels of leadership across the organization, related to capital budget data and project status.
• Leads a variety of OHSU taskforces and standing committees to review projects and budgets.
• Works with project managers to explain and adapt to delays and budgets variances.
• Conducts thorough studies of asset conditions and longevity.
• Evaluates findings and prepares comprehensive reports and replacement schedule for executive staff.
• Manages asset inventory and assists with capital asset procurement.
• Identifies long-range capital objectives and short-term operational goals to develop capital budgets.
• Performs review and validation of final annual budget data.
• Manages project funding allocations and works with accounting teams to audit transactions for accuracy.
• Perform monthly, annual, & ad hoc financial analysis of Operating Accounts.
• Monitors, reviews, and investigates expenditures variance against budget and acts as a liaison between departments and Central Financial Services teams to ensure department budgets are on target.
• Assists departments with detailed support and analysis of operating budgets; coordinating work with other analysts and departmental leaders to certify consistency and accuracy in budget data.
• Provides support for data extraction, analysis and interpretation of information including but not limited to employee compensation and benefits, capital spend and utilization and other highly sensitive and confidential information for OHSU that will be used to make strategic decisions as well as for the collective bargaining and budgeting process.
• Financial analysis using data queries.
• Develops online reporting tools, using a variety of applications and databases.
• Responsible for accuracy of recurring data extracts between applications and overall data integrity.
• Utilizes institutional software to create and track purchase orders, invoices and project labor accounting.
• Initiates corrective action within established policies and procedures to resolve problems with financial records and transactions.
• Extracts information from databases for analysis, reporting, and conversion between various software applications.
• Collects and inputs budgeting data from operational managers.

Financial Analyst 2 – Finance and Accounting Analyst 2

Senior Manager, Financial Planning & Analysis

Director, FP&A

Senior FP&A Analyst

Operations & Strategic Planning Executive

Financial Analyst