Sr. Financial Analyst – Revenue Cycle

Overview

The Sr. Financial Analyst plays a strategic role in driving data-informed decision-making across the organization. This position leads the design, development, and optimization of financial reporting and analytics using advanced BI tools such as Microsoft Power BI, SQL (SSMS), Tableau, and Excel. The role partners closely with senior leadership to deliver actionable insights, improve revenue cycle performance, and influence business strategy. It requires a high level of autonomy, critical thinking, and the ability to translate complex data into meaningful financial and operational recommendations.

Responsibilities

• Lead the development and governance of enterprise-level financial reporting and analytics, leveraging AI and BI tools (Power BI, Tableau, SQL) to deliver scalable, automated, and actionable insights
• Own and enhance monthly, quarterly, and annual reporting processes, including oversight of revenue cycle analytics supporting audits and financial close, focusing on accuracy, consistency, and timeliness
• Conduct in-depth financial and operational analysis to identify trends, risks, and opportunities; present clear information to department leadership
• Act as a strategic business partner to Finance, Operations, and Executive Leadership by providing insights that influence decision-making and performance improvement initiatives
• Lead KPI framework development and performance monitoring for revenue cycle functions; proactively identify drivers of performance variance and collaborate with the Revenue Cycle Manager to recommend corrective actions
• Develop methodologies to ensure payor compliance with pharmacy reimbursement and maintain ongoing oversight of the process
• Lead cross-functional initiatives and special projects, including process improvement, automation, and system enhancement efforts
• Communicate complex financial concepts clearly and effectively through executive-ready presentations, dashboards, and written summaries
• Continuously evaluate and implement process improvements, including automation and AI-driven insights, to enhance efficiency and scalability of financial analytics
• Perform other duties as assigned

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, related field, or equivalent experience
• Minimum of 2 years of experience in data analysis, preferably in healthcare or pharmacy benefits
• Strong analytical and problem-solving skills
• Proficiency in Microsoft Power BI and Microsoft Excel
• Experience with Microsoft SQL preferred
• Basic understanding of revenue cycle processes and healthcare finance preferred
• Excellent communication and interpersonal skills
• Ability to work independently and collaboratively in a fast-paced environment
• Attention to detail and strong organizational skills

Work Environment

This position involves working in a typical office environment requiring prolonged sitting and computer use. Occasional travel may be required. The role demands hand-eye coordination and manual dexterity to operate standard office equipment such as computers and phones. Occasional high-stress situations may occur when dealing with customers or clients.

Equal Opportunity

This employer is an Equal Opportunity Employer (M/F/D/V).