Financial Analyst

IDR, Inc.; Franklin (TN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Full benefits (Medical, Vision, Dental

Employee Stock Ownership Program

Award-winning organization

Job summary

IDR, Inc. is seeking a Financial Analyst to join our client in Franklin, Tennessee, performing in-depth financial analysis within healthcare/managed care to drive performance.

You will analyze actuals vs forecasts, monitor budgets, and report monthly metrics to senior leadership. The role requires a finance or accounting degree and 3+ years of experience, with hands-on SQL (Snowflake), Python, and Tableau for automated insights.

Qualifications

• Bachelor's degree in finance or accounting required.
• 3+ years of related experience preferred.
• Experience in managed care or healthcare required.
• Hands-on SQL querying (Snowflake preferred) and Python/Tableau for automation.

Responsibilities

• Complete in-depth analysis including actual results vs forecast/budget and historical results, monthly forecast vs previous forecast/budget.
• Identify financial risks and opportunities associated with budget/forecast.
• Prepare weekly/monthly financial reporting package including key metrics for senior leadership.
• Communicate financial results and monthly forecast changes to senior leadership.
• Assist in the development of long-range plans to achieve objectives for growth and profitability.

Skills

Financial analysis

Forecasting

Data interpretation

Communication to leadership

Problem solving

Education

Bachelor's degree in finance or accounting

Tools

SQL (Snowflake)

Python

Tableau

Job description

IDR is seeking a Financial Analyst to join one of our top clients for an opportunity in Franklin, Tennessee. This role involves in-depth financial analysis within the healthcare and managed care industry. The company is focused on driving business performance through strategic financial insights and operational efficiencies.

Position Overview for the Financial Analyst:

• Complete in-depth analysis including actual results vs. forecast/budget and historical results, monthly forecast vs. previous forecast/budget.
• Identify financial risks and opportunities associated with budget/forecast.
• Prepare weekly/monthly financial reporting package including key metrics for senior leadership.
• Communicate financial results and monthly forecast changes to senior leadership.
• Assist in the development of long-range plans to achieve objectives for growth and profitability.

Requirements for the Financial Analyst:

• Bachelor's degree in finance or accounting, required.
• 3+ years of related experience, preferred.
• Experience in managed care or healthcare required.
• Hands-on experience querying large datasets using SQL (Snowflake preferred) and leveraging tools like Python or Tableau to automate analysis and deliver insights.
• Ability to work on problems of diverse scope; where analysis of data requires evaluation of a wide variety of factors.

What's in it for you?

• Competitive compensation package
• Full Benefits; Medical, Vision, Dental, and more!
• Opportunity to get in with an industry leading organization.

Why IDR?

• 25+ Years of Proven Industry Experience in 4 major markets
• Employee Stock Ownership Program
• Dedicated Engagement Manager who is committed to you and your success.
• Medical, Dental, Vision, and Life Insurance
• ClearlyRated's Best of Staffing Client and Talent Award winner 12 years in a row.