Client Success Financial Analyst

Overview

This role supports healthcare organizations by performing financial modeling and analysis to help evaluate opportunities, assess performance, and inform strategic and operational decisions.

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, evaluating growth opportunities, changes in scope, new services, operational initiatives, and other factors affecting financial performance.
• Partner 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 that 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, and articulate their expected financial impact.
• Collaborate with Client Services and Operations to develop and monitor KPIs and performance metrics, connecting financial results 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 initiatives focused on revenue improvement, cost efficiency, and operational performance 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 and 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 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.
• Previous RCM or healthcare experience preferred.

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 an annual bonus plan at a target of 5.00%.
• A competitive benefits package is offered.

Equal Employment Opportunity

The employer is dedicated to equal employment opportunity and prohibits discrimination and harassment based on any protected category under federal, state, or local law.

Reasonable Accommodation

If you have a disability and require a reasonable accommodation to complete any part of the job application process, request assistance from the employer’s accommodation contact.