Director of Financial Planning

Director of Financial Planning
UNC Health

United States, North Carolina, Morrisville

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Salary

Rank

Director

Responsibility

Process Roles

Scope

Regional

Workplace

Hybrid

Functions

Finance

Reports to
Level

N-3

Travel Max:

0%

Posting Date

06-22-2025

Description

The Director of Financial Planning is responsible for proactively leading analysis and providing insights to key stakeholders in support of strategic lines of business and shared services. The role provides leadership, analysis, reporting, and general business support for regular financial review processes and works collaboratively with internal customers (including senior management as well as the Executive Management Team) to properly analyze and interpret financial results compared against budgets and forecasts in accordance with requirements.

Director of Financial Planning

Key Responsibilities

  • Develop methodologies, dashboards, and models for lines of business budgeting and reporting. Generate monthly Journal Entries using internal automated systems. Perform analysis around accuracy and reasonability of the data supporting the JEs.
  • Drive Simplification and Standardization across the various functions of UNC Health Care. Develop presentations and analytical material to be presented to senior and executive management.
  • Identify, analyze, and lead productivity initiatives including sourcing, integration, and automation. Work with business leadership to analyze business opportunities, process improvement programs, and research of various healthcare trends.
  • Manage and develop a team of Financial Planning and Analysis professionals. Drive the budgeting process based on business metrics and measure the same for Actual vs. Plan.
  • Manage expense and headcount reporting, accruals, and establish appropriate accounting for these activities. Assess and analyze progress of business meeting productivity initiatives, report results, recommend course corrections where appropriate.

Qualification & Requirements

Education

  • Bachelor’s degree in Accounting, Business Administration, Finance (or substantial equivalent with concentration in finance).

Licensure/Certification Requirements

  • Certified Public Accountant (CPA) or Master’s degree

Professional Experience Requirements

  • If a Bachelor’s degree: Seven (7) years of progressive experience in health care budgeting/finance. Proven experience in managing multiple and complex projects.
  • If an Associate’s degree: Eleven (11) years of progressive experience in health care budgeting/finance. Proven experience in managing multiple and complex projects.
  • If a High School diploma or GED: Fifteen (15) years of progressive experience in health care budgeting/finance. Proven experience in managing multiple and complex projects.

Knowledge/Skills/and Abilities Requirements

  • Outstanding written and verbal communication skills are required. Ability to work independently and with varied groups, both as a team leader and team member.

Benefits

Employment at UNC Health is so much more than just a job. We’re focused on your health, your wealth and your career. We realize your benefits are an important part of your workplace journey.

The financial rewards of working for UNC Health go far beyond a paycheck. At UNC Health, the average value of benefits represents 35% of an employee’s overall total compensation.

UNC Health proudly offers employees, and their families, comprehensive benefit programs that are flexible in design, providing for varying levels of coverage, offering voluntary supplemental programs and personal tax advantages whenever possible.

In addition to traditional benefits, we offer conveniently located Wellness Centers across the health system. Consult with a dietitian, take a yoga class, or even squeeze in a few laps between shifts. You can benefit from the many extras like tuition reimbursement and discounted memberships around the community.

The best news of all? Even if you work part-time, you can receive many of the same benefits that you would if you had a full-time schedule.

Company Profile

UNC Health
Industry

Hospitals and Healthcare

Revenue

$5.9B

Employees

33,000

Fortune 500 Rank

NA

Global 500 Rank

NA

View Company Profile