Sr. Financial Analyst

Sr. Financial Analyst

Are you passionate about transforming data into insights that drive meaningful business decisions? Join our growing Finance team as a Sr. Financial Analyst, where you will help build a modern, AI-enabled FP&A function. In this role, you'll contribute to improving forecasting, strengthening financial accountability, and supporting faster, more confident decision-making across the business.

Reporting directly to the Director of FP&A, you will partner with cross-functional leaders and support senior leadership through financial analysis, planning, and reporting. You'll also have the opportunity to help enhance finance workflows through automation, scalable processes, and the thoughtful use of business intelligence and AI tools.

This is a highly visible role, ideal for someone early in their FP&A career who is looking to deepen their impact, expand business partnership skills, and grow into a more senior-level role.

What You'll Do:

• Support ongoing improvements to FP&A processes, including contributing to automation, reporting enhancements, and more efficient workflows.
• Perform detailed monthly variance analysis, including actuals vs. budget, forecast, and prior year, clearly communicating key trends, risks, and opportunities to support decision-making, financial accountability, and the monthly close process.
• Contribute to the company-wide annual budgeting, forecasting, and long-range planning processes.
• Partner with department and executive-level leaders to understand business drivers and provide financial insights to support decision-making.
• Build and maintain financial models that support strategic decision-making, scenario planning, investment decisions, and operational planning.
• Prepare and present financial performance reporting for the CFO, VP of Finance, senior leadership, and other key stakeholders.
• Track key performance indicators (KPIs) and support dashboards that measure business performance and operational efficiency.
• Perform ad hoc financial and operational analyses to support executive decision-making and evolving business priorities.
• Stay curious about new tools and technologies that can improve reporting, efficiency, and access to insights.

What You'll Need:

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 2–5 years of experience in FP&A, Corporate Finance, or Financial Analysis.
• Experience with budgeting, forecasting, variance analysis, and financial modeling (hands-on or supporting).
• Advanced proficiency in Microsoft Excel, including working with large datasets and building models.
• Strong communication skills, with the ability to clearly explain financial concepts to both finance and non-finance stakeholders.
• Experience with business intelligence, ERP, or financial reporting tools; experience with NetSuite, Solution7, Excel, CoPilot, Docusign or similar platforms is a plus.
• Exposure to or interest in automation, AI tools, or improving workflows is a plus.
• Experience in healthcare technology, SaaS, data, AI, or private equity-backed environments is a plus.

What Will Make You Successful:

• You are curious, detail-oriented, and able to connect data to the bigger business picture
• You enjoy partnering with business leaders and helping them better understand financial performance
• You are proactive and motivated to improve processes and find more efficient ways of working
• You are comfortable working in a dynamic environment with evolving priorities
• You ask thoughtful questions, challenge assumptions, and contribute to better decision-making
• You translate complex data into clear, actionable insights

$75,000 - $90,000 a year Compensation at IMO Health is determined by job level, role requirements, and each candidate's experience, skills, and location. The listed base pay represents the target for new hires with individual compensation varying accordingly. These figures exclude potential bonuses, equity, or sales incentives, which may also be part of the total compensation package. Our recruiter will provide additional details during the hiring process. IMO Health also offers a comprehensive benefits package. To learn more, please visit IMO Health's Careers Page.