Sr. Financial Analyst

The Sr. Financial Analyst role is a full-time remote position responsible for supporting clients with advanced financial analysis and planning. Day-to-day tasks include building and maintaining financial models, performing variance and trend analyses, and preparing forecasts, budgets, and long-range plans. The role involves analyzing financial statements and operational data to identify risks, opportunities, and efficiency improvements.

What You'll Do

• Own recurring entity-level and consolidated reporting across the portfolio — monthly close packages, variance analysis, and management reporting — and explain the why behind the numbers, not just the what.

• Build and maintain financial models: operating forecasts, service-line P&Ls, acquisition proformas, and ad hoc analyses supporting strategic decisions.

• Prepare CFO- and executive-facing deliverables — variance memos, board materials, and financing packages — that are clean, accurate, and decision-ready.

• Partner with operational and accounting teams to reconcile financial and operational data, investigate discrepancies, and improve the integrity of the numbers upstream.

• Support the annual budget and periodic reforecast cycles, including building templates, consolidating inputs, and pressure-testing assumptions.

• Pull, transform, and analyze data from multiple systems (GL, clinical/revenue, and data warehouse sources) and help make those pipelines more repeatable.

• Contribute to acquisition and corporate-development analysis — diligence support, integration modeling, and return analysis.

• Continuously improve how the team works: better templates, cleaner data flows, and smart use of automation and tooling.

What We're Looking For

Required

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

• 3+ years of progressive experience in FP&A, corporate finance, accounting, or a comparable analytical finance role.

• Advanced Excel and financial modeling skills — you can build a three-statement or driver-based model from a blank sheet and keep it auditable.

• Strong command of financial statements and the ability to translate operational activity into financial results.

• Excellent attention to detail paired with the judgment to know which details matter.

• Clear written and verbal communication; you can distill a complex analysis into a one-page memo an executive can act on.

• Comfort working with large, imperfect datasets and reconciling across multiple source systems.

Preferred (Nice to Have)

• Experience in healthcare finance — hospitals, ambulatory/surgical, physician groups, or payor/provider economics.

• Familiarity with ERP and reporting platforms (e.g., Sage Intacct or similar), clinical/revenue-cycle reporting tools, and a cloud data warehouse (e.g., Snowflake).

• Exposure to SQL, Python, or BI tools for data extraction and analysis.

• Experience with M&A analysis, proforma modeling, or multi-entity consolidations.

• CPA, CFA, or MBA (in progress or completed) is a plus, not a requirement.