Financial Analyst

TheKey; Town of Texas (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

HSA

FSA

401k Matching

EAP

Job summary

TheKey is seeking a Financial Analyst to deliver reliable reporting and robust financial modeling for the home care business. You will drive forecasting accuracy, translate KPI trends into insights, and automate workflows to improve data integrity and efficiency.

With 1–3 years of corporate finance or analytics experience, you will leverage Excel, PowerPoint, and BI tools to tell compelling stories and support strategic decisions aimed at helping clients age well at home.

Qualifications

• BA/BS in finance, accounting, economics or related field.
• 1–3 years of corporate finance, FP&A, or analytics experience.
• Advanced proficiency in Excel and PowerPoint.

Responsibilities

• Build and maintain financial models and recurring reports with precision.
• Conduct variance and trend analysis to uncover underlying drivers.
• Gather and validate data, ensuring analyses reconcile to source systems.
• Develop dashboards and automation to reduce manual effort.
• Fluently communicate findings and elevate issues clearly.
• Apply AI tools to streamline reporting and accelerate analysis.

Skills

Excel

PowerPoint

FP&A

Analytics

AI tools

Education

Bachelor's degree in finance, accounting, economics

Tools

Planful

Workday Adaptive Planning

Power BI

AI productivity tools

Job description

For nearly 20 years, TheKey has helped clients achieve successful long‑term aging at home with comprehensive, concierge‑based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America, enabling clients to live life on their own terms, in their own homes.

Who We Are

TheKey is led by a team that reflects a wide range of industry experience in home care, senior care, and healthcare, along with deep expertise in technology, operations, transformation, and customer experience. This includes guidance from our Scientific Advisory Board, made up of nine experts in brain health, aging, and geriatrics, alongside the day‑to‑day expertise of our clinical and care teams who bring this work to life in the home. But what unites everyone at TheKey, from our leadership team to our caregivers, is a shared passion for reimagining what aging at home can look like. We're driven by a common mission: helping more older adults get the services and tools they need to age well, where and how they want.

The Role

The Financial Analyst provides essential reporting and dependable analysis that reveals the inner financial mechanics of our home care business. In this capacity, the role carries broad responsibility for the precision of planning and forecasting through robust financial modeling, as well as driving performance by translating KPI trends into actionable business insights. By maintaining rigorous data integrity and developing operational fluency in core drivers like census and billable hours, the Analyst reduces manual effort through automation and ensures that financial results are communicated clearly to support the company’s strategic mission.

The Ideal Candidate

The ideal candidate is a disciplined executor and a strategic thinker who thrives at the intersection of financial precision and purposeful mission. With one to three years of experience in corporate finance or analytics, you are a master of the fundamentals, possessing advanced proficiency in Excel and PowerPoint to build robust models and compelling narratives. You don’t just report figures; you possess an analytical mindset that digs deep into business drivers to uncover the "why" behind the numbers. As a forward‑thinking professional, you proactively leverage AI and automation tools to streamline reporting and accelerate analysis, ensuring peak efficiency. Ultimately, you are motivated by the opportunity to apply your technical expertise to support TheKey’s vital mission, helping more older adults age well and with dignity in the comfort of their own homes.

Financial Analyst Responsibilities

• Planning and forecasting: build and maintain financial models and recurring reports with precision and timeliness; support the forecast and budget process through accurate, well‑organized schedules.
• KPIs and performance: conduct variance and trend analysis, developing an understanding of the underlying business drivers rather than reporting figures in isolation.
• Data integrity: gather and validate data and manage inputs to ensure analyses reconcile to source systems.
• Tools and automation: develop dashboards and reporting workflows, identifying opportunities to reduce manual effort.
• Business acumen: develop fluency in the operational drivers, KPIs, and economics of home care, including census, billable hours, utilization, and bill and pay rates.
• Communication: communicate findings clearly and elevate issues promptly.
• AI and productivity tools: apply approved AI tools and automation to improve reporting efficiency, accelerate analysis, and reduce manual effort, demonstrating willingness to adopt new technology.

Qualifications & Experience

• B.A. or B.S. in finance, accounting, economics, or a related field.
• One to three years of experience in corporate finance, FP&A, or analytics.
• Advanced proficiency in Excel and PowerPoint.

Preferred Qualifications

• Exposure to a multi‑site services or healthcare business.
• Experience with Planful, Workday Adaptive Planning, Power BI, or another EPM or BI platform. Experience using AI‑enabled productivity, reporting, or analytical tools.

Physical Requirements

• Ability to travel approximately up to 30% of the time, lift and carry up to 15–20 pounds, sit, stand and walk for prolonged periods, and use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.

Benefits For Full Time Employees

• Medical/Dental/Vision Insurance
• TouchCare VirtualCare
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• 401(k) Matching
• Employee Assistance Program
• PTO Plan for Non‑Exempt Employees
• Flexible PTO Plan for Exempt Employees
• Holidays and Floating Holidays
• Pet Insurance

TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.

California Residents Only: In accordance with Article 2 of the California Health and Safety Code – California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California‑based applicants as a condition of employment. If an applicant has been convicted of a non‑exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded.