Overview
This role supports the organization’s pricing function under the general supervision of the Director, Finance. Responsibilities include building and maintaining pricing models for Requests for Proposals (RFPs), monitoring client- and program-level profitability against contracted terms, and supporting contract renewals, amendments, and re-pricing efforts in partnership with Sales, Operations, Account Management, and Finance leadership.
The Senior Financial Analyst also prices new and existing business, tracks post-launch performance versus deal pro formas, quantifies the financial impact of scope changes and alternative pricing structures, and contributes to the month-end Board reporting package—especially analyses that connect client deal economics back to forecast and budget.
Responsibilities
- Build and maintain pricing models for RFPs and new business opportunities, including unit-economics, scenario, and sensitivity analysis to support bid strategy and profitability targets.
- Update and maintain revenue, cost, and financial forecasts to support budgeting, forecasting, and strategic planning under the direction of the Director of Finance.
- Collect, organize, and analyze financial data for month-end close, internal and external reporting, and variance analysis at the client and product level.
- Build and maintain financial models that track performance metrics and support management decision-making, partnering cross-functionally to source and validate inputs.
- Develop visual reports and dashboards summarizing financial, operational, and client-level trends and performance for internal stakeholders.
- Prepare components of the month-end Board reporting package, including supporting schedules, charts, and commentary.
- Monitor client- and program-level profitability against contracted pricing and deal pro formas; identify margin erosion, scope creep, and underperforming arrangements and recommend corrective actions.
- Conduct impact assessments of proposed pricing or business changes and surface actionable insights; help test new pricing approaches with input from management.
- Support contract renewals, amendments, and re-pricing events by analyzing historical performance, refreshing cost assumptions, and modeling proposed terms to inform negotiation positions.
- Partner with Finance, Operations, and Sales to improve pricing scenario analysis, client-facing outputs, and assumption presentation.
- Support a “deal desk” process by providing timely, accurate analysis that helps keep the sales cycle moving efficiently.
- Identify and recommend process improvements that strengthen FP&A practices, including automation and data quality enhancements.
- Maintain regular and reliable attendance, including being present, on time, and prepared for work as scheduled.
- Perform other related duties as assigned.
Requirements
Experience and Education
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 3–5 years of FP&A, strategic pricing, or accounting experience, preferably in healthcare or a healthcare-services environment.
- High proficiency with Microsoft Excel (advanced formulas, pivot tables, scenario modeling) and Microsoft PowerPoint is required.
- Comfort working with financial ERP and operational data sets, as well as data visualization/reporting tools (e.g., Power BI, Think-Cell, etc.) is preferred.
Minimum Skills, Knowledge, and Ability
- Strong analytical and quantitative skills, including the ability to disaggregate revenue and cost drivers at the client and program level.
- Ability to build, audit, and explain pricing models—including unit economics, scenario analysis, and sensitivity tables—in a way that supports commercial decision-making.
- Detail-oriented with strong organizational capabilities and a track record of accurate, on-time deliverables.
- Ability to work independently on assigned analyses while collaborating effectively within a team environment.
- Ability to communicate financial concepts clearly to both finance and non-finance audiences, in writing and in person.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Physical Demands
- Regularly required to sit.
- Occasionally lift and/or move up to 10 pounds.
Work Environment
- Noise level is usually moderate.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Schedule
- Must be flexible on schedule and hours.
- Some travel may be required.
Compensation & Benefits
Compensation and benefits information was not provided in the source description.
Equal Employment Opportunity
The organization is an equal employment opportunity employer and will consider all qualified applicants without discrimination based on race, color, sex, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin.
Other Information
The organization considers equivalent combinations of experience and education for most jobs. Candidates who believe they possess equivalent experience and education are encouraged to apply.