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Financial Advisor II


SCHEDULE: Monday - Friday, 8am - 5pm with infrequent travel to other site locations in Ft. Worth and Waxahachie. 

The Financial Analyst II serves a key financial resource role supporting the operating goals of Baylor Heart and Vascular Hospital (BHVH).


  • Provides financial support to administrators, department directors, and others as directed or required, to assist in the efficient and cost-effective operation of BHVH.
  • Prepares the operating and capital budget(s) for assigned areas.
  • Prepares the 5-year financial operating forecast to include statistics, payer mix, payments capital, etc.
  • Prepares research and presents findings, for any potential capital acquisitions, projects, new services, etc.
  • Provides ongoing budget vs. actual revenue and expense variance investigation through review of both standard reports and reports which have been developed specifically for the entity.
  • Prepares verbal or written results of study of department operating efficiencies and presents/discusses them with management and others as required.
  • Develops and produces Management Reports as required/requested.
  • Prepares operating pro-formas for proposed new services/projects/capital as required.  Understands financial operations and work with all levels of assigned areas, finance, clinical management/personnel to ensure the accuracy of the study.
  • Provides financial research and recommendations for lease vs. buy choice relating to new equipment.
  • Serves as liaison between BHVH and other supporting finance functions of Baylor Scott & White Health.
  • Maintains professional growth through participation in educational programs and professional organizations and activities to maintain knowledge of current trends, practices, and developments.
  • Conducts finance training for BHVH personnel as directed.
  • Exposure to and opportunity to participate in all aspects of hospital financial operations.
  • Reports directly to CFO. 


  • Ability to explore and own numerous projects
  • Critical thinking skills
  • Follow-up and Follow-through
  • Thrive in team environment
  • Perform tasks accurately/completely
  • Eager to learn and grow skill-set
  • Minimal supervision/oversight required
  • Independently makes decisions
  • Demonstrates sound judgement
  • Seeks out and acquires new knowledge and new skill sets
  • Highly sought after for input during decision making
  • Trusted collaborator with hospital leadership team and physicians
  • Positive influence on workplace culture
  • Ability to convey financial information in meaningful ways to operators and physicians
  • Able to accept/manage sudden change/urgent requests

BENEFITS - Our competitive benefits package includes the following

  • Immediate eligibility for health and welfare benefits
  • 401(k) savings plan with dollar-for-dollar match up to 5%
  • Tuition Reimbursement
  • PTO accrual beginning Day 1

Note: Benefits may vary based upon position type and/or level


  • EDUCATION - Bachelor's Degree
  • EXPERIENCE - 3 years of experience

Financial Advisor II

Dallas, TX
Full Time

Published on 05/31/2023

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