Senior Financial Analyst

About the role

The Senior Financial Analyst functions as a strategic partner within the organization, responsible for the end-to-end management of financial planning, reporting, and forecasting processes. Beyond technical modeling and data analysis, the role involves deep collaboration with business stakeholders to test assumptions, influence decision-making, and identify operational improvements.

Responsibilities

• Planning and forecasting. Own key financial models, reporting packages, and forecasting workstreams, executing the financial planning process with limited oversight.
• KPIs and performance. Deliver clear, well-substantiated variance analysis and recommend specific actions based on findings.
• Business partnering. Partner with business stakeholders to gather inputs, support decisions, and rigorously test underlying assumptions.
• Business cases. Support the development of business cases and investment analyses, including rate increases, utilization, and bill and pay spread.
• Tools and automation. Build dashboards, automate recurring processes, and improve data flow. Apply AI and analytical tools to strengthen forecasting, reporting, and variance analysis, and identify opportunities to automate recurring work.
• People development. Support the training of analysts and the advancement of the team's tools and templates.

Qualifications & Experience

• B.A. or B.S. in finance, accounting, economics, or a related field.
• Three to six years of experience in corporate finance or FP&A.
• Advanced proficiency in Excel and PowerPoint.

Preferred Qualifications

• MBA or relevant master's degree.
• Experience in home care, healthcare services, or another labor-driven business.
• Experience within a private equity-backed organization.
• Experience with Planful, Workday Adaptive Planning, Power BI, and Tableau.
• Experience using AI-enabled productivity, reporting, or analytical tools.