Financial Analyst

TBG | The Bachrach Group; Dallas (TX); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading financial group is looking for a Financial Analyst to support decision-making and improve financial performance. This remote role involves budgeting, forecasting, financial analysis, and cross-functional collaboration to achieve operational efficiency. Ideal candidates will possess a strong analytical skillset and proficiency in financial modeling tools.

Benefits

Medical insurance

Vision insurance

401(k)

Tuition assistance

Qualifications

• Minimum of 3 years of experience in financial analysis, budgeting, and forecasting.
• Experience in the healthcare industry preferred.
• CPA, CFA, or other relevant professional certification preferred.

Responsibilities

• Assist in budgeting and forecasting processes.
• Analyze budget versus actual results.
• Create dashboards and financial reports monitoring KPIs.

Skills

Analytical skills

Financial modeling

Trend analysis

Variance analysis

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Master’s degree (preferred)

Tools

NetSuite

Power BI

Excel

SQL

Python

Job description

TBG | The Bachrach Group provided pay range

This range is provided by TBG | The Bachrach Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $90,000.00/yr

We are looking to hire a REMOTE Financial Analyst.

The Financial Analyst (FP&A) plays a critical role in supporting strategic, data-driven decision-making and improving financial performance across the organization. This role is responsible for delivering high-impact financial analysis, forecasts, models, and reports by combining deep financial acumen with a strong understanding of operational processes. The Analyst partners cross-functionally with Operations, Finance, IT, and Leadership to enhance efficiency, optimize cost structures, and align financial strategies with organizational goals.

Key Responsibilities

Budgeting & Forecasting

• Assist in the creation and maintenance of detailed financial forecasts and projections.
• Support the annual budgeting process by collecting data, consolidating inputs, and generating reports.
• Contribute to scenario planning to evaluate potential business outcomes and strategic decisions.
• Adjust forecasts based on real-time performance metrics and evolving business conditions.

Financial Analysis & Modeling

• Analyze actual results versus budget and prior periods; identify key variances and trends.
• Develop and refine financial models to support scenario analysis and strategic planning.
• Leverage business intelligence tools and dashboards to support decision-making and enhance reporting.
• Translate financial data into meaningful insights and recommendations for senior leadership.

Reporting & Performance Metrics

• Create and maintain dashboards and financial reports to monitor KPIs such as revenue, expenses, and profitability.
• Design custom reports to support strategic initiatives and operational decisions.
• Prepare and present findings, recommendations, and progress updates to leadership teams.

Operational Efficiency & Process Improvement

• Identify opportunities to automate processes and streamline financial workflows.
• Support continuous improvement initiatives aimed at increasing accuracy, efficiency, and scalability in planning and reporting.
• Collaborate with Operations managers to develop financial solutions that address operational challenges.

Cost Management

• Analyze cost drivers and support cost-saving initiatives across departments.
• Perform cost-benefit analyses for proposed investments or strategic changes.
• Provide insights that help align financial goals with operational priorities.

Compliance & Risk Management

• Ensure financial activities adhere to relevant regulatory standards and internal controls.
• Support risk identification efforts and contribute to mitigation strategies.

Cross-Functional Collaboration

• Partner with stakeholders in Finance, Operations, Clinical, and IT to align plans and share insights.
• Translate complex financial concepts for non-financial audiences to foster understanding and alignment.
• Participate in cross-functional meetings to convert business requests into financial and operational requirements.

Data Management & Analytics

• Maintain integrity and accuracy of financial data sources and systems.
• Support database and analytics strategy to optimize statistical efficiency and reporting quality.
• Analyze large datasets to uncover insights that inform financial and operational strategies.

Qualifications

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required; Master’s degree preferred.
• Minimum of 3 years of experience in financial analysis, budgeting, and forecasting.
• Experience in the healthcare industry, population health, or public health preferred.
• CPA, CFA, or other relevant professional certification preferred.
• Advanced analytical skills, including experience with financial modeling, trend analysis, and variance analysis.
• Proficiency in financial tools and systems (e.g., NetSuite, Power BI, Jira, Excel, SQL, Python).
• Strong communication skills with the ability to present complex data to diverse audiences.
• Experience in building dashboards and visual reports that drive decision-making.
• High attention to detail, accuracy, and data integrity.
• Ability to manage multiple priorities and projects in a fast-paced environment.
• Familiarity with big data technologies and functional-level understanding of data pipelines is a plus.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Hospitals and Health Care and Hospitality

Referrals increase your chances of interviewing at TBG | The Bachrach Group by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Tuition assistance

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