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Department:  Business Services
Status:  Full Time
Shift:  1st

Primary Duties and Responsibilities

Participates in the development and implementation of the Organization’s strategic and financial planning for operating and capital, while ensuring timely and accurate financial information that is useful to management. Assists in the creation and reconciliation of the operating budget. This includes working to ensure the directives of the financial leadership team are understood and implemented by the organization’s direct operational managers.  Key functions include:

  • Create monthly, biweekly and daily financial reports and analyses, and distributes to various management teams
  • Assist in the creation and reconciliation of the annual operating budget.  This includes ensuring the directives of the financial leadership team are understood and implemented by the organization’s direct operational managers by counseling, guiding and advising in department budget preparation and management.
  • Participate in the setup and creation of the Capital Budget.  Advise operational managers in annual capital budget development. Provide ROI analytics for support to senior management.
  • Maintains the financial system related to data loading, data grooming and dictionary upkeep. Ensure all active measures and dashboards are evaluated to show timely and accurate data.
  • Review and evaluation of monthly and year to date variances to the budget
  • Develops quarterly reviews with managers of productivity measures and department financials to ensure financial stewardship across the organization.
  • Performs other duties as assigned including ad hoc financial analytics and support


Job Knowledge, Skills, and Competencies

  • Critical Thinking – Demonstrates the ability to actively and skillfully conceptualize, apply, analyze, synthesize and/or evaluate information gathered from, or generated by observation, experience, reflection, reasoning, or communication.
  • Data Analysis – Identifies, evaluates, interprets and organizes data so that it can be used for business decisions. Can sort through data to identify patterns and establish relationships.
  • Diversity – Demonstrates ability to work with a diverse group of people in a manner that enables them to reach their full potential, in pursuit of organizational objectives.
  • Technology & Equipment Skills – Maintains knowledge of technology, tools, equipment and other devices in work area. Demonstrates competence in technology skills required for the role, as well as ability to learn and master new skills. For clinical positions this includes equipment and devices pertinent to treatment, procedures and practice.
  • Initiative – Demonstrates energy, aptitude and motivation in taking on activities relating to personal and work objectives. Is a self starter.


  • Interpersonal Skills – Listens to and understands what others are saying. Establishes effective working relationships with others, contributing to a climate of mutual respect and cooperation. Uses language to the situation. Demonstrates sensitivity and tact, understanding own effect on the motivation, attitudes and actions of others. Makes favorable first impressions.
  • Job Knowledge – Demonstrates full knowledge and understanding of concepts and procedures needed to be successful in the role, including knowledge of applicable department, organization and external rules and regulations impacting day to day processes. For clinical positions, this includes clinical procedures required by department and unit, as demonstrated by unit -based competency testing.
  • Oral/Written Communication – Ability to speak and write effectively, demonstrates fundamental command of language, communicates well using all mediums.
  • Travel – Position may require local travel between various Organization locations.
  • Work Organization – Effectively organizes tasks, assignments, resources and projects; prioritizes and shape activities to meet objectives.


Organization Behavioral Competencies


Uses resources, equipment and finances appropriately. Demonstrates the functional and technical skills to do the job effectively. Willing and actively shares his/her knowledge with others. Accepts changes and adapts to new situations and responsibilities.



Delivers superior customer service consistent with the Hoag Experience. Displays a professional image. Demonstrates tact, diplomacy and understanding when dealing with difficult situations. Listens and asks questions in order to understand patient and customer needs. Builds relationships with internal customers and employees. Admits mistakes and takes service recovery steps to ensure any issues or problems are quickly addressed. Ensures that all information and services provided are safe, accurate, and available in a timely manner and meet regulatory requirements.



Brings forth creative ideas (one's own or others) to address patient, physician, customer, and community needs. Looks for creative or new ways to improve efficiencies and reduce costs. Adopts new processes, techniques and methods. Stays current with technologies and advances in his/her area, department and/or field.



Demonstrates honest and ethical behavior.  Takes responsibility for both words and actions.  Acts with integrity.  Maintains patient confidentiality. Demonstrates knowledge of and practices the standards outlined in Hoag’s Code of Conduct as well as additional regulatory or compliance policies applicable to job responsibilities, including cyber security organizational policies.


Education and Experience

  • Bachelor's degree in accounting/finance or other related field or equivalent work experience
  • Minimum of 3+ years’ experience as a financial analyst
  • Preferred:
    • Familiarity with applications and systems of assigned functional unit
    • Proficient in MS Office applications
    • Hospital/healthcare experience

Nearest Major Market: Orange County
Nearest Secondary Market: Los Angeles

Job Segment: Clinic, Financial, Financial Analyst, Law, Fundraising, Healthcare, Finance, Legal, Nonprofit

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