Senior Financial Analyst

Overview

This Senior Financial Analyst role serves as a key financial partner within the Payer Business Unit FP&A team. The position is responsible for producing business unit financial reporting, ad hoc operational models, driver-based forecasts, and leadership packages for assigned product lines.

Responsibilities include analyzing key business trends, actual versus plan variances, and SaaS operational metrics across hybrid revenue models (subscription versus consumption/usage-based revenue). The analyst will work closely with business unit leadership and cross-functional partners, while supporting FP&A process improvements and reporting automation.

Responsibilities

• Assist in developing and maintaining driver-based forecasting models for hybrid SaaS revenue streams, balancing predictable subscription ARR with variable consumption and usage-based metrics.
• Develop, track, analyze, and report key SaaS operational KPIs: ARR, NRR, GRR, CAC, LTV, and Client Churn/Renewal.
• Prepare monthly data reporting packages, including analysis of key business trends and actual versus plan variances, with clear explanations of differences and the impact of operational drivers to budget/forecast.
• Produce routine and ad hoc financial operational models to support business unit leadership decision-making.
• Support process improvement, workflow automation, and standardization of data used in monthly, quarterly, and annual business unit performance reports.
• Design, develop, and produce standard monthly, quarterly, and annual performance analytics using Oracle Hyperion.
• Collaborate with business unit finance team members to classify, quantify, and/or forecast business metrics and risks by providing reliable, accurate, comparable, and timely information.
• Communicate findings on a regular basis to business unit management and cross-functional stakeholders.
• Document and/or build simulations and perform operational financial analyses.
• Assess the quality and integrity of data collected, analysis performed, and reports generated.
• Support business unit capex budgeting and forecasting.
• Support business unit operating expenditure (Opex) budgeting and forecasting.
• Maintain compliance with company policies, procedures, and mission statement.
• Adhere to all confidentiality and HIPAA requirements as outlined within Operating Policies and Procedures with respect to any aspect of the data handled or services rendered.
• Perform other responsibilities and duties as reasonably provided to achieve operational and financial success for the business unit.

Requirements

• Minimum of 5+ years of combined finance or accounting experience, including 3+ years in a financial analyst role, with direct exposure to business unit FP&A or embedded operational finance.
• Demonstrated knowledge of SaaS unit economics, metric calculation, and operational KPIs.
• Ability to partner effectively with internal customers and cross-functional teams.
• Advanced Excel skills required (VBA experience is a plus).
• Prior Hyperion planning (Planning / Essbase / Smart View) experience preferred.
• Strong analytical and problem-solving skills, with strong attention to detail.
• Ability to create models with “what if” capabilities.
• Understanding of US GAAP.
• Track record of driving process improvement and reporting automation.
• Desire to consistently exceed expectations and take on more responsibility.
• Must be very detail oriented and self-motivated, as the role generally requires working independently.
• Experience in Healthcare, Healthcare Technology, or Software/SaaS environments a plus.
• Experience modeling mixed or hybrid revenue models (subscription versus consumption/usage-based pricing) a plus.

Education

• Bachelor’s Degree in Business Administration, Finance or Accounting.

Physical Demands and Work Environment

• Sedentary work (sitting for long periods of time).
• Exerting up to 10 pounds of force occasionally and/or negligible amount of force.
• Subject to environmental conditions.
• Travel less than 5% locally, usually for training purposes.

Location

US-based positions.

Work Authorization

This position is not eligible for immigration sponsorship (e.g., H-1B, TN, or E-3). Applicants must be authorized to work in the United States as a condition of employment.