Senior Financial Analyst (FP&A and Claude/AI Experience)

Korn Ferry is partnering with our client on their search for a Senior Financial Analyst (FP&A and Claude/AI Experience).

Company Overview:

• Our client is a growing healthcare organization focused on anesthesiology services, partnering with physicians and health systems to deliver high-quality, patient-centered care
• The company emphasizes trust, transparency, and operational excellence while aligning clinical and financial performance across its partnerships
• The business continues to expand its footprint, creating strong internal growth opportunities and a stable, collaborative work environment
• The organization promotes a healthy work-life balance, modern tools, and a forward-thinking approach to finance and operations
• With continued growth, the company is investing in its FP&A function to enhance reporting, automation, analytics, and strategic decision support

Role Summary:

• Title: Senior Financial Analyst (FP&A)
• Reports to: Director of Financial Planning & Analysis
• Location: Hybrid (Richardson, TX – 2 days in office Tuesday/Thursday and 3 days remote; potential remote flexibility for exceptional candidates)
• Team Involvement: Part of a growing FP&A team with plans to hire two analysts due to internal promotions and company growth
• Primary Focus: Support financial planning, forecasting, reporting, automation, and analytics while leveraging AI tools, specifically Claude, to improve efficiency and enhance business decision-making

Key Responsibilities:

• Perform financial analysis including trending, productivity metrics, revenue cycle analysis, and ad hoc reporting
• Build and maintain financial models to support business decisions and operational performance
• Assist with budgeting, forecasting, and variance analysis processes
• Develop dashboards, reports, and presentations using Power BI, Excel, and financial systems
• Partner with Operations, Accounting, and Revenue Cycle teams to provide insights and respond to financial inquiries
• Support physician compensation reporting and related analysis
• Identify trends, risks, and opportunities within financial data and recommend actionable insights
• Leverage AI tools (Claude) to automate reporting, improve workflows, and reduce manual processes
• Maintain strong understanding of financial systems and reporting structures
• Handle sensitive financial information with confidentiality and professionalism

Ideal Candidate Profile:

• Bachelor’s degree in Finance, Accounting, or related field
• 3-5+ years of FP&A, financial analysis, or healthcare finance experience (multi-unit experience preferred)
• Strong financial modeling, analytical, and problem-solving skills
• Advanced Excel and experience with Power BI or similar reporting tools
• AI experience is required, with strong preference for hands-on experience using Claude
• Ability to leverage AI to automate reporting, improve efficiency, and enhance financial insights
• Strong business partnering and communication skills across cross-functional teams
• Self-starter with a sense of accountability, urgency, and curiosity
• Ability to manage multiple priorities in a fast-paced environment
• Team-oriented mindset with strong attention to detail

Compensation & Benefits:

• Base Salary: $110K–$130K (depending on experience)
• Bonus: 10% annual target
• Work Model: Hybrid (2 days in office, 3 days remote); remote flexibility for exceptional candidates
• Benefits: Competitive medical, dental, vision, 401(k) with safe harbor contribution, generous PTO
• Perks: On-site fitness center, café, underground parking
• Culture: Growth-oriented, collaborative, and performance-driven environment

Selling Points

• Immediate impact role due to internal promotions, with strong visibility to leadership
• Clear and proven path for advancement into Manager-level roles and beyond
• Heavy exposure to modern finance tools, including Power BI and AI (Claude)
• Opportunity to help shape and automate FP&A processes in a growing organization
• Strong cross-functional exposure across Finance, Operations, and Revenue Cycle
• High-growth healthcare platform with long-term stability
• Hybrid flexibility with potential remote option for top candidates
• Ideal for someone who wants to combine FP&A, automation, and AI-driven analytics in their career

SE: 510800917