Financial Analyst, Client Services

Duties and Responsibilities

• Data Acquisition & Management
• Extract, compile, and validate data from multiple sources including EHRs and ERP systems.
• Develop and maintain data pipelines and queries to ensure reliable and consistent data feeds.
• Collaborate with business intelligence and third-party vendors to resolve data integrity issues and produce operational insights.
• Ensure compliance with data governance, HIPAA, and organizational security standards.
• Financial & Operational Analysis
• Analyze hospital financial and operational data to identify trends, variances, and performance drivers.
• Support monthly close processes, budgeting, forecasting, and variance analysis.
• Aid accountants with reconciliations, journal entry validation, and audit support.
• Provide ad hoc analytical support to finance leadership.
• Reporting & Visualization
• Design, develop, and maintain standardized and ad hoc reports using SQL and other reporting tools.
• Translate complex datasets into clear, concise narratives.
• Create dashboards and visualizations that highlight key financial and operational metrics.
• Ensure accuracy and timeliness of recurring reports and deliverables.
• Systems & Tools
• Work within EHR systems (e.g., Meditech, Cerner, Epic) to extract clinical and revenue-cycle data.
• Utilize ERP systems (e.g., Infor, MultiView) to access financial, accounting, and operational datasets.
• Build and optimize SQL queries for reporting and analysis.
• Serve as a subject matter expert on data sources and reporting logic for finance.
• Cross-Functional Collaboration
• Partner with accounting, revenue cycle, and operations teams to understand reporting needs.
• Present findings in a clear, actionable format.
• Serve as a subject matter expert on data sources and reporting logic for finance.

Experience, Education, and Certifications

• Experience in Finance, Accounting, Data Analytics, Information Systems, or related field required.
• 3+ years of experience in financial analysis, preferably in a healthcare environment required.
• Experience with healthcare EHR systems such as Meditech, Cerner, or Epic preferred.
• Experience with ERP systems such as Infor or MultiView preferred.

Knowledge, Skills, and Abilities

• Strong proficiency in SQL, including query development and troubleshooting.
• Experience working with large datasets and multiple data sources.
• Knowledge of financial reporting, budgeting, and variance analysis.
• Ability to translate data into meaningful business insights.
• Excellent written and verbal communication skills, including report writing.
• Familiarity with healthcare revenue cycle, cost accounting, or clinical data structures preferred.
• Experience with data visualization tools (e.g., Power BI, Tableau) preferred.
• Understanding of healthcare regulatory and reimbursement environments preferred.
• Analytical thinking and attention to detail.
• Strong problem-solving capability.
• Ability to manage multiple priorities in a fast-paced environment.
• Collaboration and stakeholder engagement.
• Data storytelling and executive-level communication.
• Technical aptitude with systems and reporting tools.