Financial Planning Senior Analyst

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 primary purpose of the Finance Department is the organization of the fiscal and budgetary operations of the agency. The department is responsible for sound financial planning for the agency and for ensuring compliance with all fiscal policies at the local, state, and federal levels. This position's primary responsibilities include monitoring and reporting for the budgeting and forecasting process for Trillium Health Resources.

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 5 years’ equivalent experience with financial planning and analysis
• Advanced Microsoft Excel skills
• Experience with D365 Financial & Operations

Deadline for Application: May 14, 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.

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