Financial Planning Analyst II (Hiring Immediately)

Company: Well Care, LLC
Location: Leland
Posted on: February 17, 2026

Job Description:

PRIMARY JOB DUTIES - Provides advanced technical financial analyses and reporting as noted in the Job Summary. Develops predictive forward-looking models to support organizational decision making and forecasting. - Demonstrates the ability to use time effectively and prioritize assigned duties. - Effectively manages personal work schedule so that the agency operations are uninterrupted. - Demonstrates positive interpersonal relations in dealing with all members of the organization. - Effectively demonstrates the mission, vision, and values of the agency on a daily basis. - Maintains confidentiality. 1.0 100% QUALITY OF WORK: 1.1 40% Accounting, Decision Support and Analysis: Manages a variety of programmatic projects, business plans and cost/benefit analyses. The position will develop models, processes, workflows, and solutions to a broad range of financial and health industry aspects. Participates in annual budget development for all divisions of the company integrating insightful historical trends, financial models, and industry information. Participates in month end close by preparing journal entries as needed and researching volume and financial variances to budget, and creates tools to automate journal entry creation, financial analysis and forecasting. Assists with financial reporting and presentation preparation for monthly operations meetings, annual audit requests, among other internal and external stakeholders’ requests. Conducts research, collects data and evolves reporting dashboards to improve division performance, understanding of clinical and financial metrics and variances to budgeted goals. Analyzes information using a variety of statistical methods and tools looking for patterns in data. Utilizes cross-functional Well Care knowledge to help train and educate other analysts and internal stakeholders. 1.2 50% Financial Scorecards, Benchmarking Projects, and Metrics: Creates and improves forward-looking forecasting capabilities by streamlining financial data from Workday, EMR Software and industry trends. Employs financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. Conducts extensive research and analysis of the financial and operational performance of the company and its service lines. Demonstrates ability to forecast detailed Month-end, Quarter end and Year end realistic financial estimations at any point by using current data and analysis. Facilitates knowledge transfer to Directors and Branch Managers on monthly financial reviews by improving current reporting dashboards and data visualization tools. Informs investment decisions by analyzing financial information to forecast business, industry, or economic conditions. Monitors operational and financial performance as well as fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews. 1.3 10% Financial Health and Reporting: Develops insightful tools and forecasting tools to enable management teams to make strategic decisions timely. Reviews accuracy and proposes improvements for existing dashboards, reports and tools. Identifies business opportunities for process improvement, conceptualizes data and shares knowledge with the team through effective data output. Creates reporting solutions that enables managers to address issues, and creates, validates, and maintains detailed financial scorecards measuring the revenue generating and cost saving initiatives. Research and culls statistical information to determine any accidental financial harm within the company. Research technological advancements for data and financial analysis, data visualization and reporting. Develops repetitive and proper procedures for the use of database analytical tools while maintaining up-to-date databases to assist in streamlining financial reporting and analysis. Ensures high quality data is collected, and data integrity is maintained. Ensures Well Care Financials and supporting documentation contain auditable backup information and is filed in an appropriate and findable manner. ADDITIONAL REQUIREMENTS : In conjunction with the tasks listed above, the OFA will be required to demonstrate and manage the items below: 2.0 PRODUCTIVITY: Demonstrates the ability to use time effective and prioritize assigned duties Plans and prioritizes work activities for maximum productivity and efficiency. Initiates and completes work assignments in a self-directed manner with minimal need for constant supervision. Assures the completion of assignments within the scheduled time frame. Serves on committees and councils as assigned. 3.0 ATTENDANCE AND PUNCTUALITY Effectively manages personal work schedules so that agency operations are uninterrupted as demonstrated by: Provides proper notification of absences or tardiness. Takes action to prevent and/or minimize recurring absences or tardiness. Coordinates and schedules time off with other members of the team to ensure adequate staffing. Adjusts personal time schedule when requested to accommodate agency needs. Plans ahead so that personal requests for time off do not disrupt the workflow. 4.0 TEAMWORK, MISSIONS AND VALUES Demonstrates positive interpersonal relations in dealing with all members of the organization as demonstrated by: Communicates in a positive and productive manner. Demonstrates respect for team members. Manages stress and personal feelings without a negative impact on the team. Participates in community outreach activities that promote the goals and objectives of the agency. Responds to all employees and clients in a courteous, sensitive, and respectful manner. Maintains confidentiality in all areas in compliance with the agency’s HIPAA policies and procedures. Maintains strict confidentiality in all areas of accounting. JOB SPECIFICATIONS Education: Bachelor’s degree in Business Administration or related field, with a Concentration in accounting, finance or data analysis preferred. Licensure/Certifications: None. Experience: - Proven proficiency in spreadsheets, databases, financial software applications and commonly practices and procedures used withing the field of business analysis, accounting and financial analysis. - Understanding of Generally Accepted Accounting Principles. - 2-3 years experience in the field or related area preferred. - Excellent reporting, presenting and communication skills. - Ability to work with large datasets. - Proven analytical and financial modeling skills. - Strategic thinking and organizational skills. Essent. Technical/Motor-skills: Working knowledge of Word, Excel, Windows, E-mail, and skills basic phone skills. Working knowledge of Workday accounting software and Home Care Home Base Electronic Medical Records Software preferred. Interpersonal Skills: Teamwork and communication skills essential. Demonstrates positive interpersonal relations in dealing with all members of the team. Essent. Physical Requirements: Varied periods of sitting or standing, walking, lifting, and carrying files, reaching stooping, long periods of data entry. Essential Mental Abilities: Ability to concentrate frequent interruption, handle pressure of deadlines, good judgement, ability to follow procedures, ability to work independently. Essential Sensory Requirements: Visual acuity, touch, hearing. Exposure to Hazards: Office environment, toner for office machines, high pitch of printers and Other – Hours of Work: Minimum 40 hours week, 8 am – 5 pm, Monday through Friday. Evenings / weekends may be required during peak workloads or increase in volume.

Keywords: Well Care, LLC, Greenville , Financial Planning Analyst II (Hiring Immediately), Accounting, Auditing , Leland, North Carolina