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The Role Leads financial planning, forecasting, budgeting, business case development, financial reporting, ROIC analysis, and strategic financial modeling. Oversees mid-month forecasting, long-range planning, Strata administration, data security, integrations, and financial reporting tools. Provides technical review, guides coworkers, coordinates projects, supports technology request analysis, and collaborates with senior leaders and cross-functional stakeholders. Summary Generated by Built In Find your calling at Mercy! This position reports to the Manager of Finance and is responsible for overseeing the production and reconciliation of financial statements and related internal and external financial reports for (entity names). The Sr. Consultant Finance will assist the department manager in the coordination of project assignments and provide technical review/assistance on projects prepared by department co-workers. The Sr. Consultant Finance will provide guidance to department co-workers and lead them in accomplishing tasks in a timely and efficient manner and will perform duties and responsibilities in a manner consistent with our mission, values, and Mercy Service Standards.

Position Details:

• Lead financial planning, analysis, and business case development for strategic and operational initiatives. o Lead scoping and intake activities for new initiatives o Coordinate the collection of necessary data elements o Collaborate with stakeholders to understand business case logic o Summarize business case projections in Mercy's standard proforma template
• Overall coordination and development of Mercy's mid-month forecasting process (mid- month flash)
• Lead the transition of the mid-month flash to an automated, AI driven approach
• Complete the analysis of new technology requests and present findings to the monthly SCOPE committee
• Manage a portfolio of recurring, project-based, and ad hoc analyses.
• Oversee the data rollover process from the annual budget to the long-range financial plan (2 or more updates per year) o Stay current with Strata education and process changes o Be a subject matter expert of the "Strategic Planning" module in Strata o Implement assumptions in long-range models o Support necessary data modeling to meet the needs of senior leaders
• Complete annual ROIC (return on invested capital) analysis and summary
• Coordinate Strata data security and access needs for One Plan and Strategic Planning modules as needed
• Support Strata data integration and maintenance needs for the IDP
• Administer and support Strata and related financial planning and reporting tools.
• Support recurring finance updates, budgeting, and other leadership priorities.
• Other duties as assigned Strata Administration Preferred Qualifications
• Strong financial planning, budgeting, forecasting, and analytical skills.
• Advanced Excel and executive-level presentation skills.
• Self-directed, service-oriented, and effective at cross-functional collaboration.
• Strata expertise or willingness to learn; Databricks and AI proficiency preferred.

Education:

Bachelor's Degree in Accounting, Finance or related field from an accredited college or university.

Experience:

Position requires a minimum of five years accounting or financial analysis experience. 1. Ability to work collaboratively with diverse groups. 2. Strong written and oral communication skills. 3. Ability to effectively guide co-workers and lead team in completing tasks. 4. Knowledge of proper financial statement formats and disclosures required under GAAP. 5. Computer literacy with intermediate skills in Microsoft Excel. 6. Ability to work independently to meet project deadlines. 7. Ability to work with and preserve confidential information.

Preferred Licensure:

CPA preferred.

Preferred Experience:

Healthcare financial reporting experience. Public accounting experience. Lawson financial system experience. Why Mercy? From day one, Mercy offers outstanding benefits - including medical, dental, and vision coverage, paid time off, tuition support, and matched retirement plans for team members working 32+ hours per pay period. Join a caring, collaborative team where your voice matters. At Mercy, you'll help shape the future of healthcare through innovation, technology, and compassion. As we grow, you'll grow with us. Read Full Description Skills Required Bachelor's degree in Accounting, Finance, or a related field from an accredited college or university Minimum five years of accounting or financial analysis experience Financial planning, budgeting, forecasting, and analytical skills Advanced Microsoft Excel skills Strong written and oral communication skills Ability to collaborate with diverse groups and work cross-functionally Ability to guide coworkers and lead teams in completing tasks Knowledge of financial statement formats and GAAP disclosures Ability to work independently and meet project deadlines Ability to handle confidential information Executive-level presentation skills Strata expertise or willingness to learn CPA license or certification Healthcare financial reporting experience Public accounting experience Lawson financial system experience Databricks and artificial intelligence proficiency Mercy Compensation & Benefits Highlights The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mercy and has not been reviewed or approved by Mercy. About This Summary Healthcare Strength — Day‑one medical, dental, vision, and pharmacy coverage is available for many benefit‑eligible roles, alongside options like disability, FSAs, EAP, wellness, and other add‑ons. Coverage breadth and immediate eligibility are highlighted across role postings and benefits guides. Retirement Support — Automatic enrollment in the MyRetirement 401(k) includes a per‑paycheck employer match and an additional annual service contribution for eligible co‑workers. This layered design provides ongoing support for long‑term savings. Leave & Time Off Breadth — A combined PTO bank (holidays, vacation, short‑term illness) plus an Extended Sick Bank and Paid Parental Leave are standard components. Accruals start quickly and can increase with tenure, with some locations also offering Volunteer Time Off. Learn more about Mercy's Compensation & Benefits → Mercy Insights What's It Like to Work at Mercy? Mercy Culture & Values Mercy Career Growth & Development What's the Work-Life Balance Like at Mercy? Mercy Leadership & Management Mercy Company Growth, Stability & Outlook View all jobs at Mercy View Mercy Profile Report Job