JOB PROFILE SUMMARY:
The Senior Financial Analyst provides financial and analytical support to the organization. This support includes financial and operational analysis to support key management initiatives, capital and operational budgeting, labor productivity analyses, service line and margin analyses, long-term planning, and responding to ad-hoc requests as necessary. The Senior Financial Analyst should produce high-quality deliverables on time, communicate clearly and concisely, be accountable for the work product, and bring strong analytical judgment and intellectual curiosity to financial decision support.
REQUIRED QUALIFICATIONS:
EDUCATION: Bachelor's degree in Business, Finance, Healthcare Administration, or a related field from an accredited college or university, OR 10-15 years of relevant professional experience in lieu of a bachelor's degree. MBA or master's degree preferred.
EXPERIENCE: Minimum 5 years of financial management, financial analysis, accounting, or decision-support experience within an acute-care hospital/facility environment.
CERTIFICATIONS: CPA preferred, not required.
TECHNICAL SKILLS:
- Advanced Power Query experience - highest priority.
- Strong Power BI experience - highest priority; experience building and working with dashboards, reports, data models, or financial reporting is preferred.
- Advanced Microsoft Excel skills, including PivotTables, XLOOKUP/VLOOKUP, SUMIFS, complex formulas, and financial modeling.
- Strong working knowledge of GAAP and hospital financial/accounting principles.
- Experience with DataRails is a plus, not required.
- Experience with Lawson Version 10 is a plus, not required.
- Experience supporting an ERP implementation or transition is a plus, not required.
OTHER REQUIREMENTS:
- Working knowledge of acute-care hospital operations.
- Hands-on experience with annual budgeting, including volume, revenue, and expense planning and reconciliation.
- Experience with decision support, finance/accounting analysis, productivity analysis, and budget-to-actual review.
- Ability to perform highly technical financial analysis and translate data into actionable insights for leaders.
- Intellectual curiosity and the ability to investigate variances, trends, and operational drivers rather than only produce reports.
- Ability to work independently and productively in a fast-paced environment with minimal day-to-day instruction.
- Strong communication, interpersonal, and relationship-management skills.
- Ability to plan and coordinate projects from start to finish, set and meet objectives, budgets, and deadlines.
- Accountability for producing high-quality, timely work products and maintaining confidentiality of sensitive information.
KEY RESPONSIBILITIES:
- Perform ad hoc financial analyses, including pro formas, long-term plans, capital request evaluations, ROI analysis, service line analytics, and other assigned requests. (Approximately 50%)
- Support annual budget preparation and monthly budget reconciliation, including volume, revenue, and expense analysis. (Approximately 20%)
- Provide day-to-day financial support to leaders and staff, including AP, payroll, accounting, and general financial support. (Approximately 10%)
- Perform entity-level financial analyses, including month-end financial review and reconciliation. (Approximately 10%)
- Serve as a liaison between the hospital, its affiliated university, and the associated physician practice plan. (Approximately 5%)
- Perform other related duties and responsibilities appropriate to the position and area. (Approximately 5%)
- Operate with limited day-to-day instruction and general direction on new assignments.