Senior Financial Analyst

Overview

A healthcare data collaboration platform is seeking a Senior Financial Analyst to join their Technology FP&A team. This role involves leading financial forecasting, modeling, variance analysis, and reporting for the Technology P&L. The position requires a strategic, detail-oriented individual who can operate autonomously and drive process improvements in financial planning and analysis workflows.

Responsibilities

• Lead monthly and quarterly forecasting for Technology operating expenses (OPEX), capital development (Cap Dev), and P&L allocations.
• Architect, build, and maintain scalable, auditable multi-scenario financial models covering OPEX, CAPEX, Cap Dev, total cost of ownership for technology renewals, and allocations.
• Conduct variance analysis comparing actual financial results to forecasts, identifying key performance drivers and opportunities for improvement.
• Develop and deliver executive-level financial presentations and decks for Technology leadership and senior Finance stakeholders.
• Collaborate cross-functionally with IT, Accounting, and Finance teams to align financial plans and objectives.
• Design and maintain executive-facing financial dashboards and KPI reporting to provide real-time visibility into spend, headcount, and performance trends.
• Lead process improvement initiatives to standardize and automate FP&A workflows, including forecasting models, reporting packages, and close templates.

Requirements

• Minimum 5 years of experience in an Enterprise FP&A role.
• Advanced proficiency in Microsoft Excel or Google Sheets, including lookups, sumifs, index-match, VBA, and handling large datasets.
• Experience building dashboards and reports using BI tools such as Tableau, Power BI, or Looker is strongly preferred.
• Proven experience supporting or managing a P&L with associated forecasts, budgets, and financial models.
• Strong variance analysis skills and experience communicating findings to business stakeholders, including preparing and presenting executive-level financial decks.
• Demonstrated leadership in process improvement within FP&A or finance functions, including automation and standardization of reporting workflows.
• Familiarity with financial systems such as Netsuite, Anaplan, Oracle, Salesforce, or Tableau is highly desirable.
• Undergraduate degree in Finance or a related quantitative discipline; knowledge of financial statements and accounting principles is highly desirable.
• Exceptional attention to detail and ability to work independently with minimal oversight.
• Strong communication skills to clearly convey complex financial information to senior leadership.

Compensation & Benefits

• Estimated total cash compensation range: $102,000 to $120,000 USD.

Additional Information

• This role is not eligible for employment sponsorship.
• Post-offer health screenings and proof of vaccinations (e.g., flu shot, Tdap, COVID-19) may be required depending on client requirements and state regulations. Exemptions may be available based on disability, medical contraindications, pregnancy-related conditions, or religion.
• The employer is an Equal Employment Opportunity organization committed to diversity and inclusion.
• Reasonable accommodations are available for individuals with disabilities during the hiring process upon request.

Location

• Not specified.