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heartbeathealth - Senior Financial Analyst

Remote4d ago

Requirements

• We highly value professionals who responsibly leverage AI tools to accelerate analysis, automate repetitive workflows, and enhance reporting efficiency, all while maintaining pristine data integrity and rigorous human judgment. • Education: Bachelor’s degree in Finance, Accounting, Economics, Business, Healthcare Administration, Data Analytics, or a related field. • Experience: 4-8+ years of relevant experience in FP&A, strategic finance, healthcare finance, corporate accounting, transaction advisory, or investment banking. • Industry Knowledge: Solid grasp of healthcare finance concepts (e.g., CMS allowables, wRVUs, provider productivity) and core GAAP principles. • Technical Mastery: Advanced Excel/Google Sheets skills (complex formulas, scenario modeling, sensitivity analysis, data cleansing) with a proven track record of handling large datasets. • Tech-Forward Mindset: Comfort using modern AI productivity tools to enhance analysis and documentation while maintaining strict quality control. • Background: Prior experience within health systems, provider groups, MSOs, digital health startups, or Big 4 accounting (audit or transaction advisory). • Systems & Data Tools: Experience with NetSuite or Sage; familiarity with SQL, Python, Power Query, or VBA. • BI & Visualization: Experience using Looker or Tableau. • Credentials: MBA, CPA, CFA, MHA, or MPH. • Key Competencies • Critical Thinker: Uncovers the underlying business question behind the data. • Self-Directed Operator: Moves seamlessly from ambiguous inputs to structured workplans and polished deliverables.Strong attention to detail, organizational skills, and ability to meet regular and sometimes intense deadlines.. • AI-Enabled Problem Solver: Uses modern tools to work faster and smarter without sacrificing accuracy. • Cross-Functional Collaborator: Balances dense analytical work with concise, executive-level communication for finance and non-finance stakeholders alike. • Culture Fit: Possesses high ownership, intellectual curiosity, and a good sense of humor.

Responsibilities

• Financial Planning & Analysis (FP&A) • Modeling & Forecasting: Build, maintain, and enhance financial models for revenue, expenses, provider compensation, margins, cash flow, deal pricing and scenario planning; support annual budgeting and quarterly forecasting. • Executive & Unit Economics Reporting: Prepare monthly/quarterly financial packages, including variance analysis, KPI tracking, unit economics performance, and executive commentary against budget and operational benchmarks. • Business Partnership: Partner with department leaders to manage budgets, analyze costs, allocate resources, and independently investigate operational variances to recommend corrective actions. • Healthcare Data Analytics & Decision Support • Data Manipulation & Synthesis: Clean, reconcile, and process large volumes of disparate financial, operational, claims, and patient data using advanced Excel/Google Sheets and BI tools to uncover trends and performance drivers. • Healthcare Revenue Analysis: Evaluate key healthcare drivers, including reimbursement trends, CMS allowables, wRVUs, provider productivity, and revenue cycle metrics. • Strategic Insights & Dashboards: Translate ambiguous business questions into structured analytical frameworks and clean reporting dashboards. Assess the financial impact of patient growth, provider mix, and care model performance. • AI-Enabled Automation: Responsibly utilize AI and modern automation tools to streamline repeatable finance tasks, accelerate complex calculations, and build scalable reporting workflows. • Accounting & Process Improvement • Month-End Support: Partner with Accounting on the monthly close process, GAAP-compliant reporting, accruals, revenue/expense analysis, and internal controls.Support conversion and implementation of new ERP system. • Operational Finance: Assist with accounts payable, accounts receivable, and provider payment processes as needed while maintaining meticulous model documentation.