Senior Financial Analyst

Overview

A fast-growing healthtech organization is seeking a highly analytical and self-directed Senior Financial Analyst to join their Finance team. This individual contributor role requires translating complex financial, operational, and healthcare data into actionable insights for leadership. The role involves balancing strategic support with routine data tasks to maintain accurate financial models.

Responsibilities

Financial Planning & Analysis (FP&A)

• Build, maintain, and enhance financial models covering revenue, expenses, provider compensation, margins, cash flow, deal pricing, and scenario planning.
• Support annual budgeting and quarterly forecasting processes.
• Prepare monthly and quarterly financial packages including variance analysis, KPI tracking, unit economics performance, and executive commentary.
• Partner with department leaders to manage budgets, analyze costs, allocate resources, and investigate operational variances with recommendations for corrective actions.

Healthcare Data Analytics & Decision Support

• Clean, reconcile, and process large volumes of financial, operational, claims, and patient data using advanced Excel/Google Sheets and business intelligence tools.
• Analyze healthcare revenue drivers such as reimbursement trends, CMS allowables, wRVUs, provider productivity, and revenue cycle metrics.
• Develop structured analytical frameworks and reporting dashboards to assess financial impacts of patient growth, provider mix, and care model performance.
• Utilize AI and automation tools responsibly to streamline repetitive finance tasks, accelerate calculations, and build scalable reporting workflows.

Accounting & Process Improvement

• Collaborate with Accounting on month-end close processes, GAAP-compliant reporting, accruals, revenue and expense analysis, and internal controls.
• Support conversion and implementation of a new ERP system.
• Assist with accounts payable, accounts receivable, and provider payment processes as needed while maintaining detailed model documentation.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, Healthcare Administration, Data Analytics, or a related field.
• 4-8+ years of relevant experience in FP&A, strategic finance, healthcare finance, corporate accounting, transaction advisory, or investment banking.
• Strong understanding of healthcare finance concepts including CMS allowables, wRVUs, provider productivity, and core GAAP principles.
• Advanced skills in Excel/Google Sheets including complex formulas, scenario modeling, sensitivity analysis, and data cleansing.
• Experience handling large datasets with a tech-forward mindset, comfortable using modern AI productivity tools while maintaining data integrity.

Preferred Qualifications

• Experience in health systems, provider groups, MSOs, digital health startups, or Big 4 accounting (audit or transaction advisory).
• Familiarity with NetSuite or Sage ERP systems.
• Knowledge of SQL, Python, Power Query, or VBA.
• Experience with BI and visualization tools such as Looker or Tableau.
• Advanced credentials such as MBA, CPA, CFA, MHA, or MPH.

Key Competencies

• Critical thinking to identify underlying business questions.
• Self-directed with strong organizational skills and ability to meet deadlines.
• Proficient in leveraging AI tools to enhance efficiency without compromising accuracy.
• Effective cross-functional collaborator with strong communication skills for finance and non-finance stakeholders.
• High ownership, intellectual curiosity, and a good sense of humor.

Compensation & Benefits

Details on compensation and benefits are not specified.

Location

Remote work environment with high autonomy and cross-functional exposure.

The organization is an equal opportunity employer and values diversity. They do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status under applicable law.

Artificial intelligence tools may be used to support parts of the hiring process, but final hiring decisions are made by humans.