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Lead enterprise-wide budgeting, forecasting, and long-range planning while partnering with executive leadership to align financial strategy with institutional priorities.
Bachelor's degree in Finance, Accounting, or Business Administration plus 5+ years of progressive financial analysis experience and expert-level Excel skills.
Job Details The Enterprise Sr Financial Analyst provides advanced financial analysis, planning, and strategic decision support across the organization. This role leads enterprise-wide budgeting, forecasting, and long-range planning efforts while partnering with executive leadership and cross-functional stakeholders to align financial strategy with institutional priorities. The position applies complex financial modeling and analytical expertise to identify risks, opportunities, and performance trends that impact enterprise outcomes. The Enterprise Sr Financial Analyst also supports the optimization of financial processes and systems while ensuring the integrity and confidentiality of sensitive financial data. Job Description The Enterprise Sr Financial Analyst provides advanced financial analysis, planning, and strategic decision support across the organization. This role leads enterprise-wide budgeting, forecasting, and long-range planning efforts while partnering with executive leadership and cross-functional stakeholders to align financial strategy with institutional priorities. The position applies complex financial modeling and analytical expertise to identify risks, opportunities, and performance trends that impact enterprise outcomes. The Enterprise Sr Financial Analyst also supports the optimization of financial processes and systems while ensuring the integrity and confidentiality of sensitive financial data. Essential Functions Interacts with co-workers, visitors, and other staff consistent with the values of Jefferson. Lead and support budgeting, forecasting, and long-range financial planning activities; perform ad-hoc analyses to inform business decisions and strategic initiatives. Serve as a key finance partner to executive leadership and cross-functional stakeholders, aligning enterprise financial objectives with operational and strategic priorities. Perform complex, enterprise-level financial and performance analyses to identify trends, risks, and opportunities, and develop actionable recommendations that support financial sustainability and growth. Drive continuous improvement of enterprise financial processes by identifying opportunities for standardization, automation, and optimization of financial systems and analytical tools. Ensure the accuracy, integrity, and governance of enterprise financial data, managing sensitive and confidential information with the highest level of discretion and professionalism. Competencies (Knowledge, Skills, and Abilities Required): Exceptional ability to translate complex data into concise language for non-financial stakeholders and senior management. Demonstrated ability to work with minimal oversight and exercise high decision-making authority. Expert-level Excel and familiarity with ERP systems. Adheres to timelines and deadlines; maintains confidentiality. Coordinates and assumes other duties or special projects as assigned or directed. Education: Bachelor’s degree in Finance, Accounting or Business Administration. Master’s degree preferred AND Experience: 5+ years of progressive experience in financial analysis, with a proven track record of handling increased responsibility. Finance or accounting experience highly desirable. Work Shift Workday Day (United States of America) Worker Sub Type Regular Employee Entity Thomas Jefferson University Primary Location Address 3243 School House Lane, Philadelphia, Pennsylvania, United States of America Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health, nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas, serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years. Jefferson is committed to providing equal educational and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status. Benefits Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues, including medical (including prescription), supplemental insurance, dental, vision, life and AD&D insurance, short- and long-term disability, flexible spending accounts, retirement plans, tuition assistance, as well as voluntary benefits, which provide colleagues with access to group rates on insurance and discounts. Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service. All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance. For more benefits information, please click here In keeping with Jefferson's Mission, We Improve Lives, it is our goal to recruit, retain, develop and reward highly-qualified employees. If you are enthusiastic, caring and dedicated to service excellence, we invite you to consider joining Jefferson. Jefferson encourages its employees to expand their knowledge and develop their careers through growth opportunities and continuing education. With a long standing history, Jefferson has been advancing the medical field from the heart of Center City Philadelphia for nearly 200 years. Our Mission, We Improve Lives, expands to every corner of the organization. From our weekly farmer’s market, to our new Jefferson Accelerator Zone for innovation, our employees’ passion for the community is evident by the daily gestures towards our patients, students and each other.
This job posting was last updated on 3/3/2026