Sr. Lead Financial Analyst

Sr. Lead Financial Analyst

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