Senior Financial Analyst

Senior Financial Analyst

Briotix Health is seeking a Senior Financial Analyst to join our Finance team and provide advanced financial planning, analysis, forecasting, and decision support across the organization.

This role is ideal for an experienced finance professional who brings a strong Accounting foundation combined with hands-on Financial Planning & Analysis (FP&A) experience. The Senior Financial Analyst will independently manage complex financial analysis, budgeting and forecasting activities, profitability reporting, and financial modeling while partnering with Finance, operational leaders, and other key stakeholders to translate financial data into actionable business insights.

The successful candidate will be comfortable moving between detailed financial data and broader business strategy, identifying trends, risks, opportunities, and providing recommendations that support informed decision-making.

Job Duties

• Independently manage significant components of the annual budgeting, forecasting, and financial planning processes.
• Develop and maintain forecasts, financial models, scenarios, and sensitivity analyses to support business planning and decision-making.
• Analyze actual financial performance against budget, forecast, prior periods, and other relevant benchmarks.
• Identify and explain key revenue, expense, margin, labor, and operating variances and provide actionable recommendations.
• Perform detailed client, product, service-line, and business profitability analysis, identifying trends, risks, opportunities, and drivers of financial performance.
• Develop financial reporting and analysis that provides leadership with clear visibility into organizational and operational performance.
• Partner with Accounting to support accurate financial reporting, month-end activities, account analysis, and alignment between accounting results and FP&A reporting.
• Partner directly with Finance, operational, and business leaders to understand financial performance, evaluate business needs, and provide financial decision support.
• Support strategic planning, pricing, new business opportunities, operational changes, investments, and other business initiatives through financial analysis and modeling.
• Develop and present financial findings, insights, and recommendations to both financial and non-financial stakeholders.
• Maintain and enhance financial planning models and reporting within FP&A systems and other financial technology platforms.
• Support the effective use, optimization, and continuous improvement of financial planning tools, reporting systems, dashboards, and related processes.
• Identify opportunities to improve financial reporting, forecasting accuracy, data quality, efficiency, and automation.
• Explore and support appropriate uses of artificial intelligence and emerging technologies to improve financial analysis, reporting, forecasting, and business decision support.
• Ensure financial models, reports, and analyses are accurate, well documented, and completed within established deadlines.
• Serve as a Finance subject-matter resource and collaborate across departments on financial and business questions.
• Support additional Finance initiatives, projects, and analysis as business needs evolve.
• Other duties as assigned.

Qualifications

Required Qualifications

• Bachelor's degree in Accounting.
• 5+ years of progressive professional experience in Accounting, FP&A, corporate finance, or related financial functions, with demonstrated hands-on experience in both Accounting and FP&A.
• Demonstrated experience with budgeting, forecasting, financial planning, variance analysis, and management reporting.
• Experience developing and maintaining financial models and analyzing complex financial and operational data.
• Demonstrated ability to perform profitability and margin analysis, including client, product, service-line, or comparable business-level analysis.
• Experience using an FP&A/planning platform or similar financial planning and reporting technology.
• Advanced proficiency with Microsoft Excel and experience working with large and complex data sets.
• Strong understanding of accounting principles and the relationship between accounting results, financial statements, forecasting, and business performance.
• Ability to independently analyze complex financial issues, identify key drivers, and develop actionable recommendations.
• Strong business acumen and ability to translate financial information into clear insights for financial and non-financial stakeholders.
• Excellent written, verbal, presentation, analytical, organizational, and problem-solving skills.
• Demonstrated ability to manage multiple priorities, meet deadlines, and operate effectively with a high level of independence.

Preferred Qualifications

• Experience with Planful strongly preferred.
• Experience supporting or administering an FP&A/planning system, including model development, reporting, forecasting, or system/process improvements.
• Experience with product, client, service-line, or business-unit profitability analysis.
• Experience partnering directly with operational or senior leadership on financial analysis and business decisions.
• Knowledge of artificial intelligence and practical business applications of AI, particularly within Finance, FP&A, data analysis, reporting, or process automation.
• Experience identifying and implementing process, reporting, automation, or financial-system improvements.
• Experience within healthcare, professional services, multi-site operations, or another complex service-based organization.
• CPA, CMA, MBA, or other relevant advanced credential is a plus.