Senior Financial Planning Analyst

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Oversee the management of various financial functions and/or a significant fiscal unit; assess and ensure that appropriate internal controls are in place for fiscal operations and activities.

• Track and predict administrative spending.

• Input budget data into the accounting software for effective reporting and monitoring.

• Assist in the creation of the annual budget, the strategy and performance management framework, and a range of organization-wide initiatives for process enhancement.

• Supervise Trillium Health Resources' annual budget while ensuring adherence to relevant regulations, standards, and policies, and authorize as well as oversee the disbursement of funds.

⛳️ Requirements

• High School Diploma or GED with six (6) years of experience in budgets, general ledgers, and accounting policies; OR an Associate’s degree with four (4) years of experience in the same areas; OR a Bachelor’s degree with two (2) years of experience; OR a comparable combination of education and experience.

• A valid driver’s license is required.

• Must be a resident of North Carolina.

• Willingness to travel within the catchment area as necessary.

• Preferred: Master’s degree or five (5) years of equivalent experience in financial planning and analysis.

• Proficient in advanced Microsoft Excel.

• Familiarity with D365 Financial & Operations is essential.

🏝️ Benefits

• Health Insurance with no premium for employee coverage.

• Flexible Spending Accounts.

• 24 days of Paid Time Off (PTO) along with 12 paid holidays in your first year.

• NC Local Government Retirement Pension (defined-benefit plan).

• 401k with 5% employer match and immediate vesting.

• Qualifying employer for Public Service Loan Forgiveness (PSLF).

• Quarterly stipend provided for remote work supplies.