Client Success Financial Analyst

Overview

This position supports financial planning and analysis work across prospective and existing healthcare clients. Responsibilities include building feasibility assessments, forecasts, and scenario analyses, partnering with client-facing and operations teams to track performance, and providing decision support to senior leadership.

Responsibilities

• Develop financial feasibility assessments and projections for prospective clients, including revenue potential, expected costs, operational assumptions, profitability, and sensitivity analyses.
• Perform financial analyses for existing clients, including evaluating growth opportunities, changes in scope, new services, operational initiatives, and other factors affecting financial performance.
• Partner closely with Client Services to monitor client financial and operational performance, identify trends, and proactively highlight risks and opportunities.
• Develop financial models, forecasts, and scenario analyses to help leadership understand the financial implications of strategic and operational decisions.
• Support customer growth by analyzing new opportunities, service expansions, pricing considerations, and potential business changes, including articulating their expected financial impact.
• Collaborate with Client Services and Operations to develop and monitor meaningful KPIs and performance metrics, ensuring financial results are connected to operational drivers.
• Prepare and review revenue projections and collaborate with operational and client-facing teams to understand short- and long-range revenue and cost expectations.
• Provide ad hoc financial analysis and decision support to senior leadership, including scenario modeling, sensitivity analysis, trend evaluation, and business-case development.
• Participate in special projects and cross-functional initiatives, providing financial modeling and analytical support for strategic priorities, operational improvements, new business opportunities, and client-specific initiatives.
• Identify opportunities to develop value-added reporting, metrics, dashboards, and analytical tools that improve visibility into client and business performance.
• Support revenue improvement, cost efficiency, and operational performance initiatives by quantifying opportunities and monitoring results.

Requirements

• Bachelor’s degree or equivalent professional experience.
• Critical-thinking and problem-solving skills.
• Ability to identify and communicate financial and operational trends, risks, and opportunities.
• Ability to translate complex financial information into clear, actionable insights for operational and senior leadership.
• Strong interpersonal skills with the ability to partner effectively with Operations, Client Services, and other cross-functional teams.
• Ability to manage multiple priorities and respond effectively to changing business and client needs.
• Ability to work independently while also collaborating effectively across the organization.
• Strong attention to detail while maintaining a broader understanding of business objectives.
• Ability to appropriately challenge assumptions and clearly articulate and defend analytical conclusions.
• Advanced proficiency in Microsoft Excel and working proficiency in PowerPoint.

Preferred Qualifications

• Previous RCM or healthcare experience.

Compensation & Benefits

• For this US-based position, the base pay range is $48,131.00 - $81,225.49 per year. Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
• This job is eligible to participate in the annual bonus plan at a target of 5.00%.
• Competitive benefits package (details not specified).

Location

US-based position (specific location not stated).