Sr. Financial Analyst

Financial Planning and Analysis Prepare monthly management reporting packages which may include revenue and expense allocations, stepdown allocations, pay formula, bookings reports, variance analysis and metrics. Prepare routine and special analyses, at the direction of the Director of Finance, to analyze key financial data pertaining to revenues, expenses, visits, labs, and other metrics. Analyze administrative departments and service lines highlighting any emerging underlying trends creating financial performance risk or opportunity. Prepare the annual revenue budget and stepdown, and assist, as requested, with the preparation of annual operating and capital budgets. Prepare a mid-year forecast for departments and service lines. Maintain driver-based financial models covering volume, provider productivity (e.g., wRVUs), payer mix, staffing, and operating expenses. Prepare profitability and other analyses for mid-levels, employee physicians, and other non-Shareholder providers. Accounting & Close Support Provide support for the monthly close process, including journal entries, reconciliations and variance analysis. Determine employee eligibility into the Clinic profit-sharing plan and calculate the discretionary contribution Review general ledger activity for accuracy and proper coding across departments, service lines, and provider cost centers. Assist with revenue recognition, patient revenue and payer reconciliations, and analysis of net revenue against expected reimbursement. Analyze payroll and operating costs to ensure accuracy Investigate and explain variances to ensure transparency in reporting Coordinate annual operating and capital budgeting processes Other duties as assigned Performance Monitoring Develop and track key financial and operational performance indicators Provide insights into performance drivers and trends Develop dashboards and enhance reporting and analytical tools to improve visibility and effectiveness of performance monitoring Analyze key performance and operational metrics- revenue per visit, cost per encounter, contribution margin by service line, and provider profitability Finance and Accounting Ai Subject Matter Expertise Serve as the finance team's hands‑on subject matter expert on applying AI and automation tools to Accounting and FP&A workflows. Identify, pilot, and evaluate AI use cases--automating reconciliations, variance narratives, forecasting, document and invoice processing, and ad hoc analysis. Develop practical prompts, workflows, and lightweight automations that improve accuracy and free the team from repetitive manual work. Establish and promote responsible-use guidelines for AI in finance, with attention to data privacy, PHI/HIPAA considerations, accuracy, and human review. Train and coach finance and accounting colleagues on effective, safe use of approved AI tools, and share best practices across the department. Stay current on emerging AI capabilities relevant to healthcare finance and recommend where they can add measurable value. Education and Experience: Bachelor's degree in Accounting, Finance, or related field 5+ years of progressive experience in financial analysis and report writing Strong understanding of healthcare reimbursement Experience supporting budgeting, forecasting and month- end close processes ERP experience (Sage Intacct preferred) Hands on use of Ai tools in a professional finance or accounting context, with applications to real workflows Knowledge, Skills, and Abilities: Advanced analytical and problem-solving skills Strong knowledge of accounting principles and financial processes Advanced proficiency in excel and data analysis capabilities Ability to translate complex financial data into actionable insights Strong communication and interpersonal skills, both verbal and written High level of accuracy, organization and attention to detail Demonstrated ability to work independently, exhibit mature judgment and handle confidential information Ability to manage multiple priorities and meet deadlines Dedicated to providing excellent customer service #J-18808-Ljbffr