Financial Planning & Analysis Manager

At Augusta Health, your work matters — and so do you. Whether you're delivering direct patient care, supporting operations, or innovating behind the scenes, every role contributes to our mission of promoting wellness and healing through compassionate service. We offer more than just a job — we offer a purpose-driven career in a nationally recognized, independent health system located in Virginia’s scenic Shenandoah Valley.

Learn more about career opportunities on our Careers Page.

Our team members thrive in a supportive culture that values collaboration, integrity, and excellence. With opportunities across clinical and non-clinical areas, Augusta Health is a place where your skills make a difference, and your growth is a priority.

• Budget & Forecasting Support
  
  • Support the annual operating budget process by ensuring the budgeting system is configured, loaded, and ready for each cycle, and by providing analysis for volume and statistic projections, FTE and labor modeling, non-labor expense, and the consolidated rollup.
  • Assist department directors, service line leaders, and AMG Operations with budget system use, data, and analytical questions during the budget cycle.
  • Support flex budgets, rolling forecasts, and year-end projections.
  • Support the capital budgeting process through financial evaluation (ROI, payback, total cost of ownership) of capital requests, in coordination with the PPMO.
  • Support the long-range financial plan and multi-year scenario modeling aligned to the strategic plan.
• Financial Systems Leadership
  
  • Serve as system owner and lead administrator for the budgeting and planning system, labor productivity system, benchmarking tools, and related financial decision-support platforms.
  • Maintain system hierarchies, cost center and account structures, drivers, data loads, interfaces, user security, and reporting; ensure data integrity and timely reconciliation to the general ledger, payroll, and source systems.
  • Serve as primary liaison with vendors and Information Technology on upgrades, enhancements, issue resolution, and new implementations or conversions; recommend opportunities to optimize, integrate, or consolidate financial systems.
  • Develop training, documentation, and standard work so leaders can use financial systems effectively and independently.
• Labor Productivity & Benchmarking
  
  • Lead the labor productivity program, including selection and maintenance of units of service, productivity targets, and pay-period and monthly productivity reporting for all departments.
  • Provide FTE, position control, skill mix, and productivity analyses to support the Labor Management Strategy Team (LMST) and staffing decisions.
  • Lead internal and external benchmarking of labor, cost, and operational metrics; reconcile methodology differences across data sources and identify opportunities to improve staffing standards and efficiency.
  • Partner with Nursing and operational leaders on staffing analyses (e.g., hours per patient day) and support external reporting requirements that rely on labor and volume data.
  • Cross-train team members and maintain documentation to ensure continuity of critical processes and systems.
• Financial Analysis & Decision Support
  
  • Serve as the organization’s lead analyst for complex, ad hoc, and strategic financial analyses, including new programs and services, service line and physician practice performance, pro formas, and return-on-investment evaluations.
  • Produce monthly variance analysis and commentary on volume, revenue, labor, and expense; identify trends, risks, and opportunities for leaders.
  • Develop and maintain dashboards, key performance indicators, and executive reporting; expand self-service reporting for operational leaders.
  • Quantify and track the financial impact of margin improvement and performance improvement initiatives.
  • Automate recurring reports and analyses to reduce manual effort and improve timeliness and accuracy.
• Executive & Governance Support
  
  • Through the dotted-line relationship, partner directly with the CFO on strategic analyses, executive presentations, and Finance Committee and Board materials.
  • In partnership with Reimbursement, model the financial impact of regulatory, reimbursement, and policy changes (e.g., Medicaid supplemental payments, provider assessments, and federal legislation).
  • Prepare supporting analyses and materials on budget, forecast, productivity, and benchmarking for the executive team, Finance Committee, and Board.
• Team Leadership
  
  • Hire, develop, coach, and evaluate a small team of financial analysts; set priorities and ensure timely, accurate deliverables.
  • Foster a team culture of accuracy, curiosity, service, and continuous improvement that models Augusta Health’s values.

• Education: Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related quantitative field
• Licensure/Certification: None
• Experience: 
  • Five (5) years of progressive experience in financial planning and analysis, budgeting, decision support, or financial analytics.
  • Two (2) years of supervisory, team lead, or project lead experience directing the work of analysts.
  • Demonstrated experience as an administrator or power user of an enterprise budgeting/planning (EPM) system, including data loads, structures, and reporting.
  • Demonstrated experience building complex financial models, reconciliations, and analyses in Excel using large, multi-source datasets.
• Driver's License: N/A
• Eligibility to work in the United States and meet Virginia state employment requirements

• Education: Master’s degree (MBA, MHA, MS in Finance, Accounting, Data Analytics, or related field) 
• Licensure/Certification: 
  • Certified Public Accountant (CPA) or Certified Management Accountant (CMA)
  • Certified Healthcare Financial Professional (CHFP) – HFMA
  • Certified Corporate FP&A Professional (FPAC) – AFP
  • Microsoft Office Specialist: Excel Expert, or equivalent demonstrated proficiency
  • Lean Six Sigma Green Belt or higher
• Experience: 
  • Finance or decision-support experience in a hospital, health system, or physician group setting.
  • Hands-on administration of Axiom/StrataJazz or a comparable healthcare EPM platform.
  • Experience with labor productivity systems and external benchmarking (e.g., Strata, Vizient), including productivity target-setting and FTE budgeting.
  • Experience supporting a financial or enterprise system implementation or conversion (budgeting, productivity, cost accounting, ERP, or EHR).
  • Experience with cost accounting, service line profitability, or physician practice financial analysis.
• Prior experience in a hospital, healthcare system, or related service-oriented environment
• Familiarity with Augusta Health’s systems, workflows, or organizational culture is a plus

• Expert-level Microsoft Excel skills, including Power Query, Power Pivot, pivot tables, dynamic arrays, lookup functions, scenario modeling, and macros/VBA.
• Proficiency with business intelligence and reporting tools (e.g., Power BI, Meditech Data Repository (DR) and Business and Clinical Analytics (BCA)); SQL, Python, or R a plus.
• Strong systems aptitude, with the ability to configure, administer, troubleshoot, and maintain enterprise financial systems, including hierarchies, drivers, interfaces, security, and reporting.
• Strong understanding of hospital and physician practice finance, including statistics and volumes, revenue and deductions, labor (FTEs, worked and paid hours, skill mix, productivity per unit of service), non-labor expense, and capital.
• Working knowledge of labor productivity and benchmarking methodologies, including unit-of-service selection, target-setting, and normalizing data for peer comparison.
• Exceptional rigor in data validation and reconciliation, with the ability to tie numbers across finance, payroll, operational, and clinical systems and clearly explain variances.
• Ability to translate complex analyses into concise narratives, visuals, and recommendations for directors, executives, and Board audiences.
• Ability to manage multiple competing priorities and deadlines, including fast-turnaround executive requests.
• Leadership and coaching skills to develop analysts, build team capability, and establish standard work and documentation.
• Collaborative, service-oriented approach with operational, clinical, and finance leaders; discretion in handling confidential information.
• Curiosity and a continuous improvement mindset, including interest in automation and AI tools to streamline FP&A processes.

Augusta Health is an independent, nonprofit, mission-driven health system located in Fishersville, Virginia, in the heart of the Shenandoah Valley. We offer a full continuum of inpatient and outpatient services, including Augusta Medical Center—a 255-bed facility—and Augusta Medical Group, which operates 40 practice locations and four urgent care centers. Our commitment to excellence, innovation, and compassionate care makes Augusta Health a leading employer and healthcare provider in the region.

Discover more about our history, values, and community impact on our About Us Page.

Augusta Health recruits, hires, and promotes qualified candidates for employment without regard to age, color, disability, gender identity or expression, marital status, national or ethnic origin, political affiliation, race, religion, sex (including pregnancy), sexual orientation, veteran or military discharge status, and family medical or genetic information.

We are committed to fostering a diverse and inclusive workplace in accordance with federal and Virginia state employment laws.