Overview

Sr. Lead Financial Analyst (Inventory Focused)

Our team members advance our mission and exemplify excellence, compassion, teamwork, and purpose in all that they do. Indiana University Health is seeking individuals who embody these values to join our Finance team in the role of Sr. Lead Financial Analyst.

We are seeking a high-caliber, experienced financial professional with a strong foundation in accounting, inventory, and asset management, advanced analytical skills, and the ability to engage confidently across clinical, operational, and executive stakeholders. In this role, you will coordinate closely with the system financial team to deliver actionable financial insight and ensure strong forecasting, reporting, and accounting discipline across a complex healthcare environment.

This position requires someone who can stand up and lead, communicate effectively, and go above and beyond to support IU Health's financial integrity and operational success.

Key Relationships

Reports to: Manager - Director, Finance

Direct reports: None

Shift: Full-time, Monday-Friday, hybrid schedule; travel required during inventory periods

The Scope: Supporting System Financial Operations & Decision-Making

The Sr. Lead Financial Analyst plays a critical role in supporting IU Health's system financial operations, with a strong emphasis on accounting processes, inventory oversight, asset and liability tracking, and financial reporting. This role supports approximately $36M in annual spend and works closely with hospital teams, Corporate Real Estate, and clinical leadership to ensure financial accuracy and operational alignment.

While not a traditional pure accounting role, this position requires a strong understanding of accounting fundamentals, particularly related to inventory, assets, liabilities, and forecasting, and the ability to translate that information into meaningful insights that support both strategic and operational decision-making.

Candidate Qualifications

Candidates for this position will be evaluated according to the following criteria and competencies.

• Bachelor's Degree required
• Degree in Finance, Accounting, or a related field preferred
• 3+ years of relevant financial, accounting, or operational analysis experience
• At least 2 years of healthcare experience preferred
• Demonstrated experience coordinating or supporting accounting processes within a complex organization
• Strong understanding of inventory accounting, asset tracking, and liability management
• Advanced Microsoft Excel skills required (Power Query experience strongly preferred)
• Experience working with complex, multi-source data sets
• Experience with relational databases or financial/operational modeling preferred
• Strong written and verbal communication skills with the ability to engage diverse stakeholders

Key Responsibilities: Strategic & Accounting - Driven Execution

• System Financial Coordination: Coordinate and support the system finance team in delivering actionable information, including financial analysis, reporting, and pro forma development, to support operational and strategic decision-making.

• Accounting Oversight: Oversee and support accounting processes that flow through hospitals and related assets, ensuring accuracy, consistency, and appropriate financial controls.

• Forecasting & Economic Analysis: Ensure forecasting is performed effectively and accurately; develop analysis of economic indicators to assess IU Health's short, medium-, and long-term financial position.

• Inventory Management: Lead and support mid-year and periodic inventory counts, coordinating with a large, cross-functional group to ensure proper execution and documentation.

• Asset & Spend Tracking: Monitor and analyze asset and liability activity and approximately $36M in spend, ensuring financial transparency and accountability.

• Financial Reporting & Insight: Interpret financial and operational data related to costs, prices, expenses, revenues, and clinical or operational measures, developing clear recommendations for senior management.

• Advanced Analytics: Leverage advanced Excel capabilities (including Power Query) to enhance reporting efficiency, improve data visibility, and support complex analysis.

• Consultative Partnership: Provide analytical and consultative support to departmental, service line, and clinical leaders, helping teams solve problems and understand financial implications.

• Leadership & Initiative: Serve as an informal leader on complex initiatives, coordinating across stakeholders, supporting peers, and consistently going above and beyond to deliver results.

The "DNA" for Success

• Accounting-Oriented: You bring a strong understanding of accounting fundamentals--especially inventory, assets, and liabilities--and know how to apply them in a healthcare environment.

• Advanced Analyst: Excel is a core strength. You are comfortable working with complex data and advanced tools to drive insight and efficiency.

• Confident Communicator: You can stand up, lead discussions, and clearly explain financial information to clinical, operational, and executive audiences.

• Engaged Partner: You enjoy building relationships, working directly with teams in the field, and helping stakeholders solve real-world problems.

• Experienced & Reliable: You bring experience, judgment, and accountability to your work and are comfortable operating independently.

• Ownership Mindset: You take pride in your work, anticipate needs, and consistently deliver high-quality outcomes.

Indiana University Health is unlike any other healthcare system and we're looking for team members who share the things that matter most to us. IU Health leaders play a crucial role in advancing the mission of our organization and inspiring teams to make a meaningful difference in the lives of patients. As one of Indiana's largest employers and the most comprehensive medical system in the state, our vision is to lead the transformation of healthcare through quality, innovation and education, and make Indiana one of the nation's healthiest states.

IU Health is the largest health system in Indiana with nearly 40,000 team members, 15 hospitals and $8.64 billion in operating revenue. The system's programs in cancer, cardiovascular, neuroscience, orthopedics, pediatrics and transplants have received national recognition for quality patient care. IU Health, in partnership with the Indiana University School of Medicine, bring together highly skilled physicians, researchers, and educators into close collaboration to provide world-class care for children and adults and improve the health of patients and communities across Indiana.

Indiana University Health is dedicated to a fair hiring process and is committed to equal opportunity and nondiscrimination for all individuals, regardless of age, color, disability, ethnicity, marital status, national origin, race, religion, gender identity, expression, sexual orientation, or veteran status.