Financial Perform Consultant, Sr.

Overview

• Remote: 100% remote
• Residency requirement: Primary residence in California prior to start date
• Schedule: Monday–Friday, day shift

The Senior Financial Performance Consultant acts as a trusted advisor to operational, clinical, and executive leaders, driving measurable improvements in financial and operational performance across the enterprise. This role uses advanced analytics, strategic finance methods, performance improvement techniques, and cross-functional partnerships to turn complex data into actionable insights.

Responsibilities

• Translate complex operational and financial information into recommendations, performance targets, and accountability measures.
• Build complex analytical and financial models to support performance improvement and decision-making.
• Use financial modeling and performance management methodologies to establish meaningful targets, benchmarks, forecasts, and performance goals.
• Identify performance improvement opportunities, quantify impact, and support implementation of solutions.
• Develop performance frameworks and support initiatives that achieve sustainable organizational and financial results.
• Create and maintain performance management tools, including scorecards, dashboards, and KPI frameworks.
• Present insights clearly to executive, clinical, and operational leaders.
• Lead analytical workstreams and manage multiple priorities simultaneously.

Requirements

• 4+ years of experience in healthcare finance, financial planning and analysis, consulting, strategy, decision support, performance improvement, or healthcare operations.
• Demonstrated experience building complex analytical and financial models.
• Advanced Excel and Power BI capabilities.
• Strong presentation and communication skills.
• Ability to influence across multiple organizational levels without direct authority.
• Strong ability to analyze complex financial and operational data and translate findings into actionable recommendations.
• Advanced financial modeling, forecasting, business case development, and scenario analysis skills.
• Ability to build and maintain performance management tools (scorecards, dashboards, KPI frameworks).
• Demonstrated project management skills with the ability to lead analytical workstreams and manage multiple priorities simultaneously.
• Advanced proficiency in Excel, Power BI, and data visualization tools, with the ability to translate analytical models into reporting solutions.
• Strong critical thinking, problem-solving, and organizational skills with a focus on accountability, results, and continuous improvement.

Preferred Qualifications

• Experience within an academic medical center or integrated health system.
• Experience with Tableau, SQL, Epic, Strata, Workday, Axiom, or related tools.
• Healthcare performance improvement or consulting experience.

Education

• Required: Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, Healthcare Administration, or related field.
• Preferred: Master’s degree (MBA, MHA, MPH, MS, or equivalent).