Financial Analyst

Job Title

Financial Analyst

Job Description

Please Note: These positions can be remote Client required Health system/hospital experience Executive Summary: The Financial Analyst serves as a core hands-on resource bridging operational finance, budgeting, and financial planning and analysis (FP&A). This role is designed for a highly analytical professional capable of evaluating complex financial data, forecasting operational performance, and developing data-driven insights to support decision-making across academic, administrative, or clinical units. Positioned in a hybrid operational finance and planning role, the Financial Analyst works directly with multi-dimensional data sets, ledger reconciliations, budget modeling, and system-level reporting. The ideal candidate combines strong technical mastery of financial systems and data tools with the communication skills required to translate financial metrics into actionable operational recommendations.

Key Responsibilities:

• Operational Finance & General Ledger Analysis
• Financial Planning, Budgeting & Forecasting
• Reporting, Business Intelligence & Automation
• Stakeholder Collaboration & Compliance
• Systems, Analytics & Operational Tools

Requirements Qualifications & Requirements

Must-Have Qualifications (Required)

• Education: Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a quantitative discipline.
• Experience: Minimum of 2–4 years of progressive experience in financial analysis, operational accounting, budgeting, or corporate/higher education FP&A.
• Minimum 2+ years of financial analysis experience specifically within a health system, hospital, or academic medical center environment.
• Analytical Capability: Advanced analytical and data-modeling skills, with a proven track record of synthesizing large, complex financial datasets into clear narrative reports.
• Technical Mastery: High proficiency in Microsoft Excel and hands-on experience using enterprise ERP and reporting systems.
• Communication Skills: Strong verbal and written communication skills, with the ability to explain complex financial concepts to non-financial operational partners.

Recommended Certifications & Professional Development

• Good-to-Have / Industry Certifications
• Microsoft Certified: Power BI Data Analyst Associate or Excel Expert certification

Good-to-Have Qualifications (Preferred)

• Prior experience working within a higher education institution, academic medical center, healthcare system, or public sector agency.
• Practical familiarity with Workday Financials, Workday Adaptive Planning, or Business Intelligence
• Fundamental understanding of public sector accounting standards (GASB) and fund accounting principles.
• Familiarity with continuous process improvement (CPI) techniques (e.g., Lean, Root Cause Analysis) to streamline financial workflows.