Senior Financial Analyst

Overview

This role is responsible for forecasting, financial and operational analysis, KPI reporting, and the continued development of management dashboards. A major focus will be implementing and expanding Power BI to provide timely, actionable visibility into business performance. The successful candidate will go beyond reporting results by explaining what drives performance, identifying opportunities for improvement, and working directly with Operations.

Responsibilities

• Develop and maintain financial forecasts for revenue, case volume, labor, operating expenses, and EBITDA.
• Analyze actual results against budget, forecast, and prior-year performance; identify key drivers of variances.
• Partner with senior operating leaders to review financial and operational performance, identify opportunities, and support decision-making.
• Develop and maintain dashboards, KPIs, and management reporting for clear visibility into company, regional, market, and location-level performance.
• Lead the implementation and continued development of Power BI as a financial and operational reporting platform.
• Combine financial and operational data to identify trends, risks, and opportunities across locations and markets.
• Perform profitability, pricing, labor, return-on-investment, and other ad hoc financial analyses.
• Support the annual budgeting process and ongoing forecasting activities.
• Work closely with Accounting to understand monthly financial results and ensure analyses reflect underlying business activity.
• Improve reporting processes through automation, standardization, and better use of available data.
• Prepare financial analyses, presentations, and recommendations for senior management.
• Own projects from initial analysis through recommendation and implementation.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required.
• 4–6 years of experience in FP&A, financial analysis, corporate finance, or a similar analytical role.
• Strong financial modeling, forecasting, and variance analysis skills.
• Advanced proficiency in Microsoft Excel.
• Experience developing dashboards and reports using Power BI; experience helping implement or expand Power BI within an organization is strongly preferred.
• Working knowledge of financial statements and fundamental accounting concepts.
• Demonstrated ability to analyze large amounts of financial and operational data and translate findings into clear conclusions and recommendations.
• Experience communicating financial information to non-financial leaders and working directly with operating teams.

Preferred Qualifications

• Experience in a multi-location, distributed operating environment or private equity-backed organization.
• Experience with financial systems, data warehouses, or integrating data from multiple sources.

Skills & Competencies

• Strong business acumen and curiosity; connect financial results to operational activity.
• Excellent verbal and written communication skills; explain complex financial concepts clearly.
• Confidence working with senior operating leaders and constructively challenging assumptions.
• Strong problem-solving, organizational, and project management skills.
• Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.
• High attention to detail with an understanding of broader business and strategic objectives.
• Collaborative approach and ability to build productive relationships across Finance, Accounting, Operations, and other functions.
• Continuous-improvement mindset focused on automation and analytics to make financial information easier for operators to use.

Compensation & Benefits

Not specified.

Location

Remote. The position requires the ability to work independently while remaining engaged and responsive to the Finance team and operating leaders.

Additional remote work requirements:

• Maintain a reliable internet connection and a dedicated workspace that supports focused work, professional virtual meetings, and protection of confidential information.
• Maintain regular availability during agreed-upon business hours, attend scheduled meetings, and coordinate across time zones as needed.
• Meet established deadlines and performance expectations; communicate progress and potential delays proactively.
• Safeguard financial, employee, and business information; use company-approved systems and equipment and follow company information security and remote work policies.
• Work from a company-approved location and obtain approval before changing the primary work location or state of residence.
• Participate in in-person meetings, training, and location visits as required, with travel coordinated in advance.