Financial Analyst

TBG | The Bachrach Group; Dallas (TX); Remote; USD 65,000 - 90,000; Full time

Job summary

A leading company is seeking a REMOTE Financial Analyst to improve financial performance through detailed analysis, budgeting, and reporting. This role involves working cross-functionally with Operations and Finance, requiring strong analytical skills and a relevant degree. Ideal candidates will have advanced knowledge in financial modeling and experience in the healthcare sector.

Qualifications

• Minimum of 3 years experience in financial analysis, budgeting, and forecasting.
• Experience in healthcare industry preferred.
• Advanced analytical skills and proficiency in financial tools.

Responsibilities

• Assist in creation and maintenance of financial forecasts.
• Analyze actual results vs budget, identify variances.
• Create dashboards and financial reports to monitor KPIs.

Skills

Analytical skills

Financial modeling

Communication

Attention to detail

Education

Bachelor’s degree in Finance

Master’s degree preferred

Tools

NetSuite

Power BI

Excel

SQL

Python

Job description

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.

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