Sr. Business Analyst - FT - Financial Planning Team
- Job Ref:
- 68854
- Talent Area:
- Finance and Legal
- Job Shift:
- 1st - Day
- Job Type:
- Full-Time
- Posted Date:
- April 8, 2025
At Houston Methodist, the Senior (Sr.) Business Analyst is responsible for being a key facilitator within the organization, acting as a bridge between the client, stakeholders and assigned team. The Sr. Business Analyst is responsible for large scale projects of advanced complexity and scope. Responsible for identifying the business needs of clients and stakeholders to determine solutions to business problems. Responsible for requirements development and management. This includes producing, analyzing, validating and documenting business, organizational and/or operational requirements. Analysis includes but is not limited to financial analysis, quality assurance, organizational development, testing, training, and documentation development. The Sr. Business Analyst works to ensure that all business requirements are addressed in the implementation of a given product, project or effort. Serves as a mentor to more junior team members. Assists in the training and development of more junior Business Analysts through formal and informal methods.
The Sr Business Analyst for financial planning will be responsible for preparing financial forecasts for the P&L and balance sheet, ensuring the accuracy of inputs and assumptions to the financial model and maintain the financial model in Excel. This position will also help review financial projections and assumptions associated with new capital projects and capital requests. Please see below for preferred items:
- Bachelor’s degree in Business Administration, Finance or Accounting, MBA preferred
- At least 4 years of experience in healthcare industry, in the area of financial planning is preferred
- PMP certification not necessary for this role
Requirements:
PEOPLE ESSENTIAL FUNCTIONS
- Engages and interfaces with stakeholders within and outside the organization. Effectively partners with team members to complete assigned projects.
- Fosters relationships and engages in regular communications within the department, IT and the organization at large in the areas of issue resolution, status updates and their effect on customers. Acts as liaison between the customer and the technical team facilitating requirements gathering sessions, sets expectations and coordinates team members utilizing effective teamwork and collaborative skills.
- Engages customers and elicits requirements using various methods. Negotiates priorities and resolves conflicts between customers, technologists and management.
SERVICE ESSENTIAL FUNCTIONS
- Proactively seeks out opportunities to meet internal and external customer needs. Responds promptly to internal and external customer requests.
- Mentor and guide team members in achieving standards set by management in order to exceed clients' expectations. Provides training for team members through formal and informal methods.
- Fosters relationships and engages in regular communications within the department, IT and the organization at large in the areas of issue resolution, status updates and their effect on customers.
- Leads discovery and analysis phase of projects and efforts. Also leads requirements elicitation workshops. This includes the utilization of various methods design and development in conjunction with developers to documents business case/scope/plan, business/functional requirements; including specifications for package solutions, and/or software development.
QUALITY/SAFETY ESSENTIAL FUNCTIONS
- Represents requirements information in graphical forms that augment textual representations in natural language.
- Creates requirements plans that directly translate into project planning. Identify and document requirement risks along with risk mitigation. Translates functional and non functional user requirements.
- Facilitate the prioritization of requirements into a product maturity roadmap.
- Leads the setting, monitoring, and meeting of Service Level Agreements (SLAs) with customers. Develops detailed system test plans, execute system test cases and provide issue tracking and consolidation. Manage a coordinated User Acceptance Test (UAT) effort.
FINANCE ESSENTIAL FUNCTIONS
- Utilizes department resources and supplies effectively. Provides costs and resource estimates, work plans and documentation to ensure timely project completion. Manages and prioritizes time effectively to meet established timelines.
- Identifies cost saving or revenue opportunities by engaging in process improvement efforts.
GROWTH/INNOVATION ESSENTIAL FUNCTIONS
- Stays abreast of emerging technology, process trends and methodologies and seeks out innovative methodologies to provide solutions that improve productivity, workflow, production, efficiency and effectiveness. Shares knowledge with team and stakeholders as appropriate.
- Proactively manages own professional development. Completes Individual Development Plan (IDP).
This job description is not intended to be all-inclusive; the employee will also perform other reasonably related business/job duties as assigned. Houston Methodist reserves the right to revise job duties and responsibilities as the need arises.
Qualifications:
EDUCATION
- Bachelor's degree required, preferably in Computer Science, Business Administration or related discipline
WORK EXPERIENCE
- Five years experience supporting IT projects in an IT analyst role or similar function to include three years leading and facilitating IT projects and three years experience in clinical, business or financial operations
LICENSES AND CERTIFICATIONS - REQUIRED
- N/A
LICENSES AND CERTIFICATIONS - PREFERRED
- PMP - Certified Project Management Professional (PMI) -- PMP certification
KNOWLEDGE, SKILLS, AND ABILITIES
- Demonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency assessments, and performance evaluations
- Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or security
- Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles
- Ability to talk with individuals and groups about their needs and ask the right questions to surface essential requirements information.
- Ability to critically evaluate the information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a more general understanding, distinguish presented user requests from the underlying true needs, and distinguish solution ideas from requirements.
- Ability to engage customers and technicians for the purpose of extracting discussion, ideas, opinions, and general contribution in individual settings, meetings, or to lead requirements elicitation workshops.
- Ability to communicate information effectively to customers, managers, vendors, and technical staff.
- Ability to work with a vast array of information gathered during elicitation and analysis and to cope with rapidly changing information and priorities.
- Advanced interpersonal skills and ability to interact at all level of the organization
- Ability to work independently and take initiative.
- Knowledge of healthcare operations desired.
- Knowledge and appreciation of business concepts and requirements as applicable to a large academic, research, and/or healthcare facility preferred
- Knowledge of project management tools preferred
- Ability to work independently
- Demonstrated success in project improvement
- Ability to prioritize effectively and adjust to organizational needs and demands
SUPPLEMENTAL REQUIREMENTS
WORK ATTIRE
- Uniform No
- Scrubs No
- Business professional Yes
- Other (department approved) No
ON-CALL*
*Note that employees may be required to be on-call during emergencies (ie. DIsaster, Severe Weather Events, etc) regardless of selection below.
- On Call* Yes
TRAVEL**
**Travel specifications may vary by department**
- May require travel within the Houston Metropolitan area Yes
- May require travel outside Houston Metropolitan area Yes
Company Profile:
Houston Methodist is one of the nation’s leading health systems and academic medical centers. Houston Methodist consists of eight hospitals: Houston Methodist Hospital, its flagship academic hospital in the heart of the Texas Medical Center, and seven community hospitals throughout the greater Houston area. Houston Methodist also includes an academic institute, a comprehensive residency program, a global business division, numerous physician practices and several free-standing emergency rooms and outpatient facilities. Overall, Houston Methodist employs more than 27,000 employees and is supported by a wide variety of business functions that operate at the system level to help enable clinical departments to provide high quality patient care.
Houston Methodist is an Equal Opportunity Employer.
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