Senior Financial Analyst

Overview

This organization is seeking a Senior Financial Analyst to drive financial performance, strategic planning, and data-driven decision-making across the enterprise. The role partners with operational and executive leadership to deliver financial insights, support strategic initiatives, and enhance overall business performance.

Scheduled weekly hours: 40.

Responsibilities

• Partner with Administrative Directors/Directors to develop and analyze strategic financial plans, providing strategic consulting and support for organizational and/or department financial decisions and growth strategies.
• Identify financial risks and rewards related to strategic and tactical growth initiatives and expense reduction efforts.
• Prepare financial and statistical analyses, graphs, and presentation materials for senior management and directors.
• Prepare periodic statistical and month-end financial reports and financial justifications for capital expenditure requests using standard reporting templates to ensure consistency.
• Conduct analyses to set new fees and reevaluate existing fees; assist with revenue enhancement projects.
• Develop and analyze productivity reports, forecasts, trends, variances, and anomalies.
• Develop and/or participate in system-wide annual and quarterly capital forecasting processes.
• Provide financial support to management by using knowledge of financial systems, interpreting financial and accounting information, and responding to questions.
• Perform ad-hoc financial analyses at varying levels of complexity, including calculations involving rate of return, depreciation, working capital, investments, forecasting, cost analysis, and financial/expense performance comparisons.
• Research and analyze financial data needed for planning, budgeting, cost control, and project control to deliver informed recommendations.
• Collaborate with multiple departments to support customer needs.
• View clinical systems and protected health information to validate cost accounting and financial reporting.
• Work with other Financial Operations Consultants to maintain a consistent and uniform financial approach.
• May provide leadership and/or supervision for financial analysis, including education.
• Develop interactive dashboards and reporting using Power BI to visualize key financial and operational pharmacy metrics.
• Use advanced Excel skills (e.g., pivot tables, financial models, data analysis) to manage complex datasets and deliver actionable insights.

Requirements

• Bachelor's degree in Business Administration or Accounting or Finance or a related field.
• 5–7 years of experience as an accountant, financial analyst, or auditor.
• Experience developing financial models, including budgeting and business expansion/contracting.
• Strong financial acumen and ability to translate complex data into clear business insights.
• Advanced proficiency in Excel and experience building financial models.
• Experience with Power BI, Strata, or similar financial planning, decision support, and data visualization tools.
• Proven ability to analyze large datasets, identify trends, and support strategic decision-making.
• Strong communication and stakeholder partnership skills, including presenting to leadership.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• Full time, 1.0 FTE — 40 hours/week
• Starting salary: $79,000 and up, based on years of experience.
• Competitive benefits package including Medical, Dental, Life Insurance, HSA/FSA.
• Substantial retirement contribution including a 401k match & annual discretionary base contribution.
• Paid Time Off (PTO) combining vacation, sick, and personal days.
• Professional development support, including Professional Development Opportunities, a Tuition Investment Program, and a Career Development Center.
• Additional benefits including a wellness program with incentives, employer-paid life insurance and AD&D, optional short-term and long-term disability coverage, an employee assistance program, identity theft protection, pet insurance, and recognition/rewards programs.

Location

• Full-time schedule: Monday–Friday Days.
• Remote options considered only for residents of WI, MN, or IA.
• Occasional onsite need may be required in La Crosse, WI or Green Bay, WI.

Additional Information

• Immigration sponsorship (e.g., H-1B) is not available for this position.

Equal Opportunity

Equal Opportunity Employer.