Financial Analyst

Responsibilities

• Prepare monthly financial reporting and perform P&L variance analysis
• Build and enhance financial models for budgeting, forecasting, and quarterly planning
• Develop and improve reporting dashboards and data tools, with a focus on Power BI expansion
• Analyze revenue, expense, and KPI trends to identify insights and risks
• Use Excel and SQL to manipulate and analyze large datasets
• Support month-end close and FP&A reporting cycles
• Translate complex financial data into clear insights for leadership decision-making
• Partner with FP&A leadership to improve reporting accuracy, automation, and forecasting processes

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field
• 2–4+ years of FP&A, financial analysis, or corporate finance experience
• Strong understanding of month-end close and FP&A cycles
• Advanced Excel skills (must be highly proficient)
• Strong analytical skills with ability to work through large datasets
• Strong communication skills and ability to simplify complex data

Preferred

• Experience with Power BI and/or dashboard development
• Exposure to SQL or data reporting tools
• Experience in a PE-backed or high-growth environment
• Healthcare experience (not required)
• NetSuite exposure helpful but not required