Financial Planning Portfolio Controller

Introduction Are you looking for a work environment where diversity and inclusion thrive? Submit your application for our Financial Planning and Analysis Portfolio Controller opening with HCA Healthcare today and find out what it truly means to be a part of the HCA Healthcare team.
Benefits HCA Healthcare, offers a total rewards package that supports the health, life, career and retirement of our colleagues.
The available plans and programs include: Comprehensive medical coverage that covers many common services at no cost or for a low copay.
Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation.
Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more.
Free counseling services and resources for emotional, physical and financial wellbeing 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service) Employee Stock Purchase Plan with 10% off HCA Healthcare stock Family support through fertility and family building benefits with Progyny and adoption assistance.
Referral services for child, elder and pet care, home and auto repair, event planning and more Consumer discounts through Abenity and Consumer Discounts Retirement readiness, rollover assistance services and preferred banking partnerships Education assistance (tuition, student loan, certification support, dependent scholarships) Colleague recognition program Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence) Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.
Learn more about Employee Benefits Note: Eligibility for benefits may vary by location.
We are seeking a Financial Planning and Analysis Portfolio Controller for our team to ensure that we continue to provide all patients with high quality, efficient care.
Did you get into our industry for these reasons? We are an amazing team that works hard to support each other and are seeking a phenomenal addition like you who feels patient care is as meaningful as we do.
We want you to apply! Job Summary and Qualifications Position Summary Serve as financial liaison for large HCA Strategic initiatives, which include a Corporate ITG Project Deployment aspect.
Prepare monthly entries related to the projects in the Portfolio you manage financially.
In addition, build simple project business cases, perform ad hoc analysis, and represent Portfolio Financial Management in the regular PMA Training, in addition to monthly Portfolio tasks.
This role will be responsible for collaborating with ITG and corresponding Business Unit Leaders/Project Teams and will report to the Financial Planning and Analysis Senior Director.
Major Responsibilities: • Develop financial analysis, lead simple business case compilation, and perform scope addition estimates, in addition to facilitating financial conversations around projects.
This role is responsible for fostering relationships with the ITG and corresponding Business Unit(s) Project team (including Leadership) and is a trusted advisor while reporting centrally to F&A in order to maintain financial integrity and consistency of ITG consolidated financial reporting.
• Build and maintain strategic working relationships with the ITG VPs, their leadership teams, and corresponding Business Unit Project and Finance teams.
• Collaborate with other areas within Finance & Administration, including Total Cost of Ownership, Core VP Support, Software Asset Management, Financial Reporting, Sourcing and Contracts Team.
• Be able to properly classify cost as Capital or Operating, ensuring project financials meet HCA’s Accounting Policy Guidelines.
• Embody the HCA mission, vision, and values, be confident, articulate, poised, and influential, while maintaining humility & integrity.
• Provide excellent customer support to assigned ITG VPs, CIOs, Business Unit Leadership, and Project Teams.
• Navigate both ITG and business approaches to reach negotiated positions.
• Maintain excellent verbal and written communication in addition to outstanding customer service.
Routine Responsibilities: • Build and maintain strategic relationships with customers and become trusted advisor as key point of contact for Project financial support.
• Prepare simple project financial business case models by working with Project Teams, ITG VPs/Product Owners, corresponding Business Unit VPs/Business Owners/Finance and Vendors.
• Show competency in Capital vs Operating treatment for all project costs, applying ITG’s interpretation of HCA’s Accounting Policy Guides.
In addition, be familiar with the various kinds of software procurement methods to advise both the FA Contracts team and Project Team of ways to improve HCA’s financial outlay whether by length of contract/software type/hosting arrangement.
• Facilitate scope change conversations with both ITG and the corresponding Business Unit Project Leadership teams, gather and model additional costs applying Capital and Operating criteria, create the financial portion of the project update to leadership.
• Facilitate monthly briefings via Project MOR/Status meetings.
• Ensure project/program actuals are coming in as expected, fiscal year projections are up to date, and total project cost is staying within approval.
• Ensure project projections are accurately reflected in the financial accounting quarterly detailed projections, as well as the weekly/monthly hi-level.
• Coordinate annual budget process for Projects/Programs supported.
This includes: o Working with Business Units to determine NY Financial Constraint, including reviewing project demand, preparing project financial information for prioritization, participating in Business Unit budget meetings and leading conversation in those meetings, as needed.
o Working with the project team to accurately project NY spend by FS Code by month, o Contributing to the Budget Directives, o Preparing relevant budget presentation information/slides o Identify, compile, review with customers/FA/CFO Project to Core shifts for all projects financial responsible for managing, annually.
• Provide stewardship through the HCA Governance Process.
• Provide operational/strategic assistance when applicable.
• Ensure project financial spend is compliant with taxing legislation by working with ITG Corporate’s Tax Expert.
• Reconcile specific Balance Sheet accounts monthly.
• Prepare reclass and accrual entries monthly.
• Approve invoice and purchase requests.
• Complete or assist in completion of annual Reimbursement/tax workpapers.
• Other as requested by ITG VP/CFO/AVP/Director or Business Unit Leadership.
• Performs other duties as assigned • Practices and adheres to the “Code of Conduct” philosophy and “Mission and Value Statement.
” Education & Experience: • Bachelor's degree Not listed required • Excellent interpersonal skills and the ability to engage with all levels of leadership is required required • Excellent analytical skills and attention to detail required required • Excellent verbal and written communication required required • Advanced Excel skills required required • 5+ years of experience in relevant financial analysis experience is required.
Or equivalent combination of education and/or experience Licenses, Certifications, & Training: • Certified Public Accountant preferred Knowledge, Skills, Abilities, Behaviors: • Service and Quality Excellence: Ability to demonstrate an uncompromising commitment to delivering exceptional care to create an unmatched value proposition for our patients.
Required • Honor our Mission and Values: Ability to build trust and act with authenticity to cultivate a culture of integrity, inclusion, and mutual respect.
Required • Effective Decision Making: Ability to make timely, informed decisions that are in the best interest of our patients, employees, providers, community and HCA.
Required • Attain and Leverage Strategic Relationships: Ability to develop and strengthen collaborative relationships with both internal and external stakeholders to advance the care of our patients and the growth of HCA.
Required • Lead and Develop Others: Ability to lead others to accomplish organizational goals and objectives; provide meaningful coaching and mentoring to increase the capabilities of individuals and teams and drive employee engagement.
Required • Communicate with Impact: Ability to deliver information in a clear, concise, and compelling manner to effectively engage others and achieve desired results.
Required • Achieve Success through Change: Ability to identify opportunities for improvement and innovation, remove barriers and resistance, and enable desired behaviors.
Required • Drive Execution and Financial Results: Ability to commit to the success and financial wellbeing of HCA by challenging others to excel and hold themselves and others accountable for achieving results.
Required HCA Healthcare has been recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute more than ten times.
 In recent years, HCA Healthcare spent an estimated $3.
7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.
"Across HCA Healthcare’s more than 2,000 sites of care, our nurses and colleagues have a positive impact on patients, communities and healthcare.
Together, we uplift and elevate our purpose to give people a healthier tomorrow.
"- Jane Englebright, PhD, RN CENP, FAAN Senior Vice President and Chief Nursing Executive If you find this opportunity compelling, we encourage you to apply for our Financial Planning Portfolio Controller opening.
We promptly review all applications.
Highly qualified candidates will be directly contacted by a member of our team.
We are interviewing apply today! We are an equal opportunity employer and value diversity at our company.
We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.