Financial Planning Senior Analyst

Career Center | Recruitment Join Our Talent Community Facebook LinkedIn Email X Copy URL If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Financial Planning Senior Analyst Full Time Professionals *Trillium office based location as specified below: US +1 More Locations 2 Attachments Today Requisition ID: 3224 Apply Salary Range: $64,927.00 To $79,905.00 Annually Pay Plan Title: Senior Financial Analyst Working Title: Financial Planning Senior Analyst FLSA Status: Exempt Posting Salary Range: 64,927 - $79,905 Office Location: Remote within North Carolina POSTING DETAILS: Make an Impact Trillium Health Resources is a Tailored Plan and Managed Care Organization (MCO) serving 46 counties across North Carolina. We manage services for individuals with serious mental health needs, substance use disorders, traumatic brain injuries, and intellectual/development (IDD) disabilities. Our mission is to help individuals and families build strong foundations for healthy, fulfilling lives. Why Work for Us ? Trillium believes that empowering others begins with supporting our team. We offer our employees: A collaborative, mission-driven work environment Competitive benefits and work-from-home options for most positions Opportunities for professional growth in a diverse inclusive culture Every day, our work changes lives – from children thriving through early intervention and school-based therapies, to adults with severe mental illness living independently and contributing to their communities. If you are looking for a unique opportunity to make a tangible impact on the lives of others, apply today! What We’re Looking For Trillium Health Resources has a career opening for a Financial Planning Senior Analyst to join our Finance team! The Financial Planning Senior Analyst performs monitoring, forecasting, and reporting activities to support the budgeting and financial planning process. This role tracks expenditures, develops financial reports, and coordinates planning activities to support informed decision making and budget integrity. On a typical day, you might: Coordinate the administration of multiple financial functions and/or a major fiscal unit; review and ensure appropriate internal controls over fiscal functions and activities. Monitor and forecast administrative expenditures. Upload budget information to the accounting software for reporting and tracking. Support the development of the annual budget, the strategy and performance management program, and various organization-wide process improvement initiatives. Monitor Trillium Health Resources' annual budget and ensure compliance with related regulations, standards, and policies, and approve and monitor the expenditure of funds. Employee Benefits: Trillium knows that work/life balance is essential. That’s why we offer: Typical working hours: 8:30 am – 5:00 pm; flexible work schedules with some roles with management approval. Work-from-home options available for most positions Health Insurance with no premium for employee coverage Flexible Spending Accounts 24 days of Paid Time Off (PTO) plus 12 paid holidays in your first year NC Local Government Retirement Pension (defined-benefit plan) https://www.myncretirement.gov/systems-funds/local-governmental-employees-retirement-system-lgers/lgers-handbook 401k with 5% employer match and immediate vesting Public Service Loan Forgiveness (PSLF) qualifying employer Quarterly stipend for remote work supplies Qualifications Required: High School Diploma or GED and six (6) years’ experience with budgets, general ledgers, and accounting policies; OR Associate’s degree and four (4) years’ experience with budgets, general ledgers, and accounting policies; OR Bachelor’s degree and two (2) years’ experience with budgets, general ledgers, and accounting policies; OR Equivalent combination of education/experience. Must have a valid driver’s license. Must reside within North Carolina. Must be able to travel within catchment as required. Preferred: Master’s degree or five (5) years’ equivalent experience with financial planning and analysis Advanced Microsoft Excel skills Experience with D365 Financial & Operations Deadline for Application: June 23, 2026 at 11:59pm How to Apply To be considered, submit your application and resume through our ADP Career Center. Your resume must include: Employer name, dates of service (month/year), average hours worked per week, and essential job duties Education details (degree type, date awarded, institution, field of study) Licensure/certification information, if applicable After submission, your resume will be reviewed to ensure it meets the essential criteria for the position. You’ll be notified by HR regarding your application status as appropriate. All applicants will receive a final update once the recruitment cycle closes. Join our Talent Community through ADP to stay informed about future opportunities. Be sure to keep your resume updated in your profile. Trillium Health Resources is an Equal Employment Opportunity (EEO) employer and a drug-free workplace. All candidates must pass a drug test as a condition of employment. #Innovation #Technology #Careers #NorthCarolina #BehavioralHealth Attachments (2) JD - Sr. Financial Analyst (Financial Planning Senior Analyst) 08005 Vacant 3-2026.pdf Tips for Applying to or Interviewing with Trillium 2.3.26 .pdf Back Apply Copyright © 2026, ADP, Inc. All rights reserved. Powered by Privacy | Legal | Requirements | Artificial Intelligence Powered by Please switch to a supported browser listed here , or some features may not work correctly.