Senior Financial Analyst

Overview

The Senior Financial Analyst performs advanced financial analysis and reporting to support strategic decision-making across healthcare, academic, and corporate operations. This role provides senior leadership with actionable insights into financial performance, budgeting, capital planning, and regulatory compliance. It involves leading or coordinating complex financial projects, mentoring accounting staff, and serving as a technical resource for financial systems and accounting issues. Collaboration across departments is essential to drive organizational financial strategy and process improvements.

Responsibilities

• Lead advanced financial analysis and reporting to support strategic initiatives, capital planning, and organizational goals.
• Develop and maintain sophisticated financial models for cash forecasting, capital planning, treasury management, and scenario analysis.
• Conduct benchmarking, KPI analysis, and variance reporting to identify trends, risks, and opportunities.
• Oversee budgeting processes, cost accounting, and productivity standards; provide recommendations for process improvements.
• Apply government reimbursement rules (e.g., Medicare/Medicaid) and ensure compliance with GAAP, company policies, and regulatory requirements.
• Lead or coordinate complex financial projects, including business development assessments, program reviews, and reconciliation variances.
• Research and document technical accounting issues; serve as a resource for interpreting new accounting standards and regulatory changes.
• Mentor accounting staff, provide financial systems training, and support professional development within the finance team.
• Present complex financial information and recommendations to senior leadership; collaborate cross-functionally with internal departments and external stakeholders.
• Drive process improvements and implement best practices in financial analysis, reporting, and systems utilization.

Requirements

Education

• Bachelor’s degree in Finance, Accounting, Business, or a related field.

Experience

• Minimum of 5 years of progressive experience in financial analysis or accounting, with demonstrated leadership or project management experience.

Knowledge, Skills, and Abilities

• Advanced analytical, problem-solving, and organizational skills.
• Strong communication and presentation abilities; experience working with enterprise leadership.
• Proficiency in Microsoft Office, particularly Excel, and financial systems for financial modeling and pro forma analysis.
• Ability to work independently and as part of a team in a fast-paced environment.
• Detail-oriented with the ability to manage multiple priorities and meet deadlines.

Physical Requirements and Working Conditions

• Ability to handle confidential information and work under pressure.
• Occasional travel required.

Preferred Qualifications

Education

• Master’s degree or CPA preferred.

Certification

• CPA, CMA, or CFP preferred.

Experience

• Healthcare industry experience.
• Experience using Workday, One Stream, and Epic financial systems.