The Senior Financial Analyst performs advanced financial analysis and reporting to support strategic decision-making across healthcare, academic, and corporate operations. Provides senior leadership with actionable insights into financial performance, budgeting, capital planning, and regulatory compliance. Leads or coordinates complex financial projects, mentors accounting staff, and serves as a technical resource for financial systems and accounting issues. Collaborates cross-functionally to drive organizational financial strategy and process improvements.
Major 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.
Minimum Job Requirements
Education
Bachelor’s degree in finance, Accounting, Business, or related field.
Certification / Registration / License
N/A
Experience
Minimum of 5 years of progressive experience in financial analysis or accounting, with demonstrated leadership or project management experience.
Knowledge / Skills / Abilities
Advanced analytical, problem-solving, and organizational skills
Strong communication and presentation abilities. This role will be working Enterprise leadership.
Proficiency in Microsoft Office, particularly Excel, and financial systems to do financial modeling and pro forma.
Ability to work independently and as part of a team in a fast-paced environment
Detail-oriented, able to manage multiple priorities, and meet deadlines
Physical Requirements and Working Conditions
Ability to handle confidential information and work under pressure
Occasional travel
Preferred Job Requirements
Education
Master’s/CPA preferred
Certification / Registration / License
CPA, CMA, or CFP preferred
Experience
Healthcare experience
Experience using Workday, One Stream, Epic
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This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.