Financial Analyst III

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About Duke Health Technology Solutions

Pursue your passion for caring and innovation with Duke Heath Technology Solutions, which is dedicated to the transformation, development, and management of enterprise information technology solutions across Duke Health. By harnessing the power of innovative technologies like cloud computing and artificial intelligence — and pairing them with a forward-thinking approach — Duke Health Technology Solutions is revolutionizing the future of health care at Duke Health and beyond.

Primary Responsibilities

Coordinate activities to optimize the Duke Health Technology Solutions (DHTS) Service Based Costing (SBC) and Reporting functions. This includes the management of the overall process for generating internal and external allocations for the annual budgeting process, preparation of the cost allocation financial reporting deliverables, and participation in the development and management of service pricing and expenses for Community Connect partners. This role will also partner with DHTS Service Owners and service operations managers to audit and evaluate consumption data models that will ultimately be used to generate appropriate cost metrics serving as the basis to charge customers at the appropriate service levels.  This role will also be critical in continuing to enhance and evolve the organization’s service pricing model as the IT organization continues to evolve while maintaining a consistent pricing structure for IT customers.

In addition to the SBC activities, this role will support the maintenance and database administration functions of the Financial Technology Business Management tool (including its various modules). This TBM tool is critical in managing several of DHTS’s finance related functions such as budget management, forecasting, service consumption reporting, and tracking cost investments made in applications and infrastructure.  This role will be responsible for continuous development and integration of other functionality available within the tool in order to optimize transparency, value, and cost savings/cost avoidance.

A successful applicant must possess the ability to adapt to a constantly evolving environment, possess relevant accounting and audit experience, and be very detail oriented. Prior experience with Duke Health entities is a plus.

Work Performed

Service Based Costing Allocations:

• Formally document the Service Operations financial costing strategy, related processes, and overall assumptions

• Coordinate annually with the DHTS Service Owners to review, validate, and assist with the refinement of the service models and service level metrics

• Continuously evaluate the need for new cost allocation methodologies, assist with implementing change in these areas, and identify any weaknesses in current service level allocation methodologies as business models change

• Manage the cost allocation process to facilitate allocating service consumption to the appropriate customers (internal and external) based on a calculated unit price

• Facilitate customer reviews and validation of annual statistics

• Prepare the annual budget allocation booklet for entity CFOs

• Partner with DHTS financial analysts to ensure an shared understanding of charges to customers

• Participate in Community Connect projects to develop and manage customer service cost budgets, work with the DHTS community connect team to understand circumstances and restrictions that may impact these financial estimates, and research and evaluate various complex scenarios

• Provide required allocation related  financial reports as needed

• Perform other related duties incidental to the work described herein

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Apptio TBM Database Administration:

• Transfer allocation metrics and statistics into Apptio annually and as needed during the year

• Validate the monthly transfer of consumption data from Service Now

• Validate the upload of monthly financial data from SAP

• Create and manage database reports, visualizations, and dashboards

• Create automation for repeating database tasks

• Diagnose, troubleshoot, and correct database errors

• Install, upgrade, and manage database applications

• Manage database access

• Performance tuning of database systems.

• Recommend and implement emerging database technologies via Apptio Community

• Provide customer database support as needed

• Complete necessary training to obtain an Apptio TBMA Certification

Minimum Qualifications

Education

Work requires a Bachelor's degree in Accounting, Finance, Economics, Business Administration or a related field.

Business Information Systems or Computer Science also desired as a related field;  

CPA preferred, but not required.

Experience
Work requires a minimum of six years of experience in cost accounting, financial management, or a field directly related to the specialized area of assignment.

A minimum of 3 years of Business Information Systems or Database administration experience is highly desired, but not required.

Auditing experience is preferred but not required.

Duke is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status. Duke makes good faith efforts to recruit, hire, and promote qualified women, minorities, individuals with disabilities, and veterans.