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Job Summary

The Lead Financial Planner is responsible for advancing the overall financial performance of Geisinger Health and its subsidiaries. This role will inform decision making and ensure goal achievement by preparing quarterly financial operating forecasts and other financial modeling or analysis in support of business and financial needs. In this capacity, this role will coordinate with Finance Partners to meet the needs of operational leadership. 

Job Duties

• Implements, develops, and maintains use of enterprise quarterly forecasting software, templates, and tools to enable agile and accurate forecasts and operating impacts analyses.  
• Collaborates with Financial Analytics, Decision Support, and GHP Financial Planning teams to ensure integration and synchronization of hospital, professional, and health plan quarterly forecasting software structure.  
• Assists with evaluation of forecasting methodologies and makes recommendations to financial planning leadership. 
• Collaborates with Finance Partners to translate financial operating margin goals into forecast group metric targets that are understandable to administrative owners and ensure the overall margin goals. 
• Collaborates and coordinates with Finance Partners to ensure that forecasts and models reflect appropriate operational activity.   
• Assesses and evaluates forecast submissions providing actionable analysis and guidance.  
• Prepares scenarios and sensitivities to evaluate forecast assumptions, assess volatility, and inform the decision-making process. 
• Develops and maintains dashboards, reports, and self-service portals. 
• Collaborates with Strategic Financial Planning to support quarterly cash forecasting and long-range financial operating projections. 
• Prepares and presents quarterly forecast material to Finance Partners. 
• Promotes advanced use of forecasting software and tools. 
• Assists with development and provision of end user training. 
• Participates in special projects, reporting requirements, and committees as assigned to support finance and/or operational initiatives.  
• Develops and maintains strong business partner relationships across the Geisinger enterprise.  
• Actively seeks input from members of the management and finance teams when appropriate.  

Work is typically performed in an office environment. Accountable for satisfying all job specific obligations and complying with all organization policies and procedures. The specific statements in this profile are not intended to be all-inclusive. They represent typical elements considered necessary to successfully perform the job.

Position Details

Education

Bachelor's Degree- (Required)

Experience

Minimum of 6 years-Related work experience (Required)

Certification(s) and License(s)

OUR PURPOSE & VALUES: Everything we do is about caring for our patients, our members, our students, our Geisinger family and our communities. KINDNESS: We strive to treat everyone as we would hope to be treated ourselves. EXCELLENCE: We treasure colleagues who humbly strive for excellence. LEARNING: We share our knowledge with the best and brightest to better prepare the caregivers for tomorrow. INNOVATION: We constantly seek new and better ways to care for our patients, our members, our community, and the nation. SAFETY: We provide a safe environment for our patients and members and the Geisinger family We offer healthcare benefits for full time and part time positions from day one, including vision, dental and domestic partners. Perhaps just as important, from senior management on down, we encourage an atmosphere of collaboration, cooperation and collegiality. We know that a diverse workforce with unique experiences and backgrounds makes our team stronger. Our patients, members and community come from a wide variety of backgrounds, and it takes a diverse workforce to make better health easier for all. We are proud to be an affirmative action, equal opportunity employer and all qualified applicants will receive consideration for employment regardless to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or status as a protected veteran.

We are an Affirmative Action, Equal Opportunity Employer Women and Minorities are Encouraged to Apply. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of disability or their protected veteran status.