Sr. Financial Analyst

Position summary: The Senior Financial Analyst serves as a key contributor to Ingenovis Health's enterprise financial planning, forecasting, reporting, and business decision support and analysis activities. This role partners closely with Finance leadership, Division Finance teams, Accounting, Operations, and Shared Services leaders to support consolidated forecasting processes, management reporting, financial modeling, long-range planning, and strategic financial analyses that enable informed decision-making across the organization. The role has significant senior executive exposure including regularly supporting the CFO, the broader C-level of the organization and the private equity sponsors of Ingenovis Health.

The Senior Financial Analyst will coordinate and enhance recurring enterprise FP&A processes, including consolidated forecasting, executive reporting, financial review materials, forecast administration within Workday Adaptive Planning, and other corporate financial analyses. This is a "roll-up your sleeves" role and team. The successful Senior Financial Analyst will combine strong analytical skills, financial modeling expertise, and sound business judgment to deliver accurate and actionable financial support across the organization in a very fast-paced, demanding and dynamic environment.

Essential Functions and Responsibilities:

1) Enterprise Financial Planning & Analysis

• Coordinate and support recurring consolidated forecasting, budgeting, and reporting processes across Ingenovis Health
• Maintain and enhance financial models supporting forecasting, long-range planning, scenario analysis, and strategic decision support
• Partner with Division Finance teams to understand forecast assumptions, identify risks and opportunities, and support accurate consolidated financial projections
• Support forecast administration activities within Workday Adaptive Planning, including forecast roll-forwards, reporting, and model maintenance
• Analyze key financial trends and business drivers across revenue, gross profit, operating expenses, margin, cash flow, and other enterprise performance metrics
• Support annual planning, monthly forecasting, and variance analysis processes through preparation of meaningful and actionable financial insights

2) Executive Reporting & Financial Analysis

• Prepare recurring financial reporting packages and supporting analyses for the CFO, Finance leadership, senior executive management, and other key stakeholders, including the Board of Directors and private equity sponsors
• Support monthly financial review processes through preparation of financial schedules, variance analyses, KPI reporting, and management reporting materials
• Assist with preparation of materials supporting board meetings, lender reporting, sponsor reviews, and other executive reporting requirements
• Ensure consistency, accuracy, and version control across recurring reporting, forecasting, and planning deliverables
• Develop clear and concise analyses that translate complex financial information into actionable business insights
• Identify opportunities to streamline, standardize, and automate reporting processes while maintaining high-quality output and controls

3) Strategic Finance Support

• Support long-range planning activities through model maintenance, assumption updates, scenario analysis, and preparation of planning outputs
• Assist with strategic finance projects, including business case development, financial modeling, and operational analyses
• Support merger and acquisition activities through financial modeling, due diligence support, data gathering, and ad hoc analyses as needed
• Assist with monitoring and reporting on enterprise initiatives, including cost savings programs, operational improvement efforts, and other strategic priorities
• Partner with Finance leadership to identify emerging trends, risks, and opportunities across the organization.
• Support ad-hoc reporting, analyses, and special projects as assigned

4) Process Improvement & Cross-Functional Partnership

• Support and contribute to continuous improvement efforts related to forecasting, reporting, financial modeling, and recurring FP&A processes
• Work cross-functionally with Finance, Accounting, Operations, Shared Services, and Data & Analytics teams to improve reporting quality, forecast accuracy, and process efficiency
• Build strong working relationships across functions to gather inputs, validate assumptions, and support enterprise decision-making
• Promote best practices related to financial modeling, reporting discipline, documentation, and process management
• Exercise strong judgment, attention to detail, and discretion when working with sensitive financial and business information

5) Other Responsibilities

• Support finance-related projects from conception to implementation as assigned
• Perform other strategic, operational, financial, or analytical projects as assigned

Desired Qualifications & Experience

• 3+ years of progressive experience in FP&A, corporate finance, accounting, investment banking, private equity, consulting or related analytical roles
• Experience with Workday / Adaptive Planning is strongly preferred but not required; familiarity with other leading solutions such as Anaplan, Oracle EPM Cloud, OneStream, or Vena is preferred but not required
• Advanced proficiency in Excel ; experience with Workday Financials and BI tools a plus
• Experience supporting multi-business-unit organizations, consolidated reporting environments, or corporate FP&A activities preferred
• Experience with data analytics tools (SQL, Python, R) a plus
• Strong written and verbal communication skills with the ability to effectively communicate financial concepts to both finance and non-finance audiences
• Highly adaptable with strong problem-solving skills and a continuous improvement mindset
• Bachelor’s degree in Finance, Accounting, Economics, or quantitative field; MBA, CFA or equivalent advanced degree or certification a plus
• Experience in healthcare services or business services industries preferred

Success factors/job competencies:

• Commitment to organizational core values: Integrity, Compassion and Excellence

• Strong interpersonal and communication skills within a service environment
• Highly adaptable in a fast-paced environment with strong problem-solving and critical thinking skills
• Exercises accuracy, attention to detail, and discretion in handling sensitive information
• Builds effective working relationships and collaborates successfully across finance, accounting, operations, and shared services teams
• Organized and able to prioritize effectively to meet deadlines
• Demonstrates commitment to compliance and ethical standards

Physical demands and work environment:

• Must have use of sensory skills to effectively communicate and interact with other employees and the public through use of video conferencing, telephonic and face to face contact
• Must have the capability to effectively use and operate various items of office related equipment such as but not limited to the computer, copier, scanner, camera, phone, headset, keyboard and mouse
• Must be able to sit for long periods of time with low periods of reaching and standing

Location: Cincinnati, OH metropolitan area required. Office-oriented schedule with minimum 4 days per week in-office required with travel to other locations or Ingenovis Health offices as required to achieve objectives.

Reservation of rights : Essential functions contained within this job description are listed above; they are subject to change at any time due to reasonable accommodation or other reasons set forth by management.

Ingenovis Health is an Equal Opportunity Employer.

Compensation Range

Benefits include: health, dental, vision, FSA/HSA, company-paid life insurance, 401K with discretionary match, paid time off, paid parental leave, and tuition reimbursement.