Financial Analyst-FHC Open Rank

Overview

This role involves providing financial support to consulting business units under the direction of senior finance leadership. The Financial Analyst conducts financial analysis, budgeting, forecasting, and reporting to assist Finance and Business Unit leadership in decision-making. There are three levels of Financial Analyst positions available, with hiring based on experience.

Responsibilities

Financial Analyst I

• Gather, organize, and maintain financial data for analysis and reporting
• Support preparation of routine financial reports (monthly, quarterly, annual)
• Track expenses, revenue, and budget performance for assigned programs or projects
• Perform basic financial analysis including variance analysis and trend tracking under supervision
• Support data entry and validation within financial systems ensuring accuracy
• Assist in preparing journal entries, invoice packages, and supporting documentation
• Participate in preparation of dashboards and reporting tools
• Conduct data pulls using spreadsheets, databases, and reporting tools
• Assist in reconciling financial data and identifying discrepancies
• Support compliance with federal, state, and organizational financial policies
• Participate in team meetings and support financial projects and initiatives
• Collaborate with team members to improve processes and reporting accuracy
• Perform other duties as required

Financial Analyst II (includes duties of Financial Analyst I plus):

• Monitor and analyze financial accounts monthly, quarterly, and annually
• Support Finance leadership with market and margin analysis, pricing models, and cost development
• Analyze financial information for trend analysis, forecasting, and financial ratios
• Assess financial risk and make financial projections
• Produce financial reports for management
• Conduct in-depth program data analysis with high independence
• Collect, extract, analyze, and manage financial information
• Ensure report accuracy by reviewing data and resolving discrepancies
• Prepare reports and projections consolidated for leadership, including project/contract level
• Create and submit journal entries and reports; track and analyze revenue data
• Prepare client invoice packages as necessary
• Participate in project meetings related to financial and data analysis
• Support internal dashboards and review dashboards created by others
• Review and support finance team members as needed
• Monitor compliance with federal and state regulations

Senior Financial Analyst (includes duties of Financial Analyst II plus):

• Support larger Business Units with significant revenue and margin responsibility
• Serve as Finance Business Partner to a specific line of business
• Perform work with increased independence
• Participate in enterprise programs and projects at an advanced level
• Provide mentorship to Financial Analysts
• Perform other duties as required

Requirements

Financial Analyst I

• Bachelor's Degree or equivalent experience
• 0–4 years of experience in financial, accounting, or related analytical role
• Basic understanding of financial principles, reporting, and data analysis
• Proficiency in Microsoft Office, especially Excel (basic formulas, data organization)
• Strong attention to detail and data management skills
• Ability to follow processes and meet deadlines
• Strong communication and interpersonal skills
• Ability to work collaboratively in a team environment

Financial Analyst II (includes requirements of Financial Analyst I plus):

• 5–7 years of progressively responsible financial experience
• Expertise in managing and analyzing financial documents and results
• Ability to work with staff at various levels and handle confidential information discreetly
• Demonstrated ability to meet reporting deadlines
• Proficient in Microsoft Office applications including Access and advanced Excel (modeling, macros, complex formulas)
• Excellent oral and written communication skills
• Experience with pricing models and business proposals
• Strong organizational, interpersonal, and problem-solving skills
• Ability to handle details, multitask, and prioritize work
• High level of diplomacy and discretion

Senior Financial Analyst (includes requirements of Financial Analyst II plus):

• 8–10+ years of progressively responsible financial experience

Preferred Qualifications

Financial Analyst I

• Exposure to financial systems such as PeopleSoft, SAP, or similar

Financial Analyst II

• 8–10+ years of financial experience in healthcare, consulting, academic, or insurance industries

Senior Financial Analyst

• Master's Degree or equivalent
• 10–12+ years of financial experience in healthcare, consulting, academic, or insurance industries

Location

This position is based at a medical school affiliated with a major university in Massachusetts.

Equal Opportunity

The organization welcomes all qualified applicants and complies with all state and federal anti-discrimination laws.