Senior Financial Analyst

The Senior Financial Analyst is a key member of the Corporate FP&A team, responsible for delivering actionable financial, marketing, and operational insights that drive business performance and strategic decision-making. This role will assist in the development of scalable Power BI dashboards and reporting solutions, evaluate ROI across key initiatives, and partner cross-functionally to define, monitor, and improve metrics related to growth, efficiency, and profitability.

The ideal candidate combines strong financial planning and analysis expertise with the ability to transform complex operational and financial data into meaningful insights. This individual will play a critical role in developing scalable reporting solutions, building executive-level dashboards in Power BI, and advancing the organization's data-driven decision-making capabilities.

Accountabilities & Responsibilities

• Support the annual budgeting, long-range planning, and quarterly forecasting processes for assigned departments and business functions
• Develop, maintain, and enhance financial and operational dashboards and reporting solutions utilizing Power BI and other analytics tools
• Build and track key performance indicators (KPIs) related to ROI, marketing effectiveness, operating expenses, headcount, productivity, and business performance
• Analyze trends in spending, workforce investments, and operational performance, providing insights and recommendations to business leaders
• Partner with functional leaders to evaluate strategic investments and measure financial outcomes against business objectives
• Prepare and deliver monthly management reporting packages, including variance analysis, trend reporting, and executive-level insights
• Develop financial models and scenario analyses to support investment decisions, resource allocation, and business planning
• Identify opportunities to improve reporting automation, data quality, and analytical processes across the organization
• Serve as a trusted business partner to assigned departments by providing data-driven recommendations and financial guidance
• Support preparation of presentations and analysis for executive leadership and the Board of Directors
• Lead ad hoc analyses and special projects that provide actionable insights for critical business decisions
• Monitor departmental expenditures and workforce trends, identifying risks and opportunities and recommending appropriate actions
• Collaborate with Finance, Marketing, HR, and Operations teams to develop standardized metrics and reporting frameworks
• Other duties as assigned

Required Qualifications

• Bachelor’s Degree in Accounting or Finance
• 5+ years of financial analysis experience
• Experience forecasting revenue drivers and related operating expenses
• Advanced experience with Power BI, including dashboard development, data modeling, and report automation preferred
• Experience with one or more of the following tools: SQL, Power Query, Alteryx, Tableau, DOMO, Adaptive Planning, Hyperion, EPBCS, Essbase, or Anaplan

Preferred Qualifications

• Previous experience in Med-Tech, DME, Healthcare, Health Insurance, or other highly regulated industries
• Experience developing performance measurement methodologies, and operational KPI reporting
• Advanced experience with Power BI, including dashboard development, data modeling, and visualization best practices
• Strong background in expense management, workforce planning, and headcount analytics
• Experience implementing driver-based forecasting models and performance measurement frameworks
• Experience working with large, complex datasets and translating findings into actionable business insights
• Experience with process improvement, reporting automation, and change management initiatives
• Familiarity with ERP, CRM, HRIS, and business intelligence platforms, including integrating data across multiple sources
• Strong communication skills with the ability to present complex analyses to executive and non-financial audiences

Knowledge & Skills

• Strong analytical and problem-solving skills with exceptional attention to detail
• Ability to transform complex data into actionable business insights and recommendations
• Experience analyzing financial, operational, workforce, and performance metrics.
• Advanced proficiency in Power BI, Excel, and PowerPoint
• Strong verbal and written communication skills, with the ability to present insights to all levels of the organization
• Ability to synthesize data from multiple systems and identify key business drivers, trends, and opportunities
• Self-starter with strong organizational, prioritization, and project management skills
• Demonstrated ownership, accountability, and ability to deliver results in a fast-paced environment
• Ability to translate ambiguous business questions into structured analyses and measurable outcomes
• Experience working with ERP, CRM, HRIS, or other business intelligence and reporting platforms

Competencies

• Business Partnership
• Analytical Rigor
• Data-Driven Decision Making
• Strategic Thinking
• Communication & Influence
• Collaboration
• Planning & Prioritization
• Problem Solving
• Process Improvement
• Systems Thinking
• Adaptability & Change Leadership
• Ownership & Accountability