Financial Analyst II

Jobtailor; Independence Township (OH); On-site; USD 75,000 - 110,000; Full time

Job summary

Jobtailor is seeking a finance professional to analyze operations and provide decision support for executives. The role supports long-term forecasting and builds three-statement models using Excel and Strata. Strong SQL, healthcare finance exposure, and CPA/CMA credentials enhance candidacy.

The ideal candidate will carry a Bachelor's with robust experience in balance sheets, cash flow, and income statement analysis, and contribute to organization-wide forecasting and performance insights.

Qualifications

• Bachelor's degree or higher in a related field and experience in financial analysis
• Master's degree preferred and CPA/CMA certification
• Healthcare finance exposure is advantageous
• Strong Excel and SQL skills required
• Experience with balance sheets and financial concepts

Responsibilities

• Analyze financial operations and provide decision support to executive staff
• Support the organization’s 10-year financial forecast
• Develop and maintain three-statement financial models (balance sheet, cash flow statement, income statement)
• Perform advanced Excel analysis
• Utilize Strata for forecasting and financial planning activities
• Support financial analysis and forecasting efforts across the organization

Skills

Financial Modeling

Advanced Excel Analysis

SQL Coding

Balance Sheet Analysis

Cash Flow Statement Analysis

Income Statement Analysis

Education

Bachelor's degree in Accounting/Finance/Business

Master's degree

CPA or CMA certification

Healthcare experience

Tools

Strata

Job description

• Analyze financial operations and information to provide decision support to executive staff
• Support the organization’s 10-year financial forecast
• Develop and maintain three-statement financial models (balance sheet, cash flow statement, and income statement)
• Perform advanced Excel analysis
• Utilize Strata for forecasting and financial planning activities
• Support financial analysis and forecasting efforts across the organization

Requirements

• Bachelor’s degree in Accounting, Finance, Business or related field and two years of financial or revenue cycle management or general analytical experience OR High School diploma/GED and six years of experience OR Associate’s degree and four years of experience OR Master’s degree and one year of experience OR Cleveland Clinic Finance Fellow and one year of experience
• Master’s degree
• Certified Public Accountant (CPA) or Certified Management Account (CMA) certification
• Healthcare experience
• Strong Excel skills
• Experience/exposure to accounting and financial concepts, including balance sheets
• SQL/coding experience
• Strata experience

Core Competencies

Demonstrates expertise in financial analysis, forecasting, and modeling, with a strong command of Excel and experience in utilizing Strata for financial planning. Holds relevant certifications and possesses a solid understanding of accounting principles within the healthcare sector.

Highest-signal resume keywords

• Financial Analysis
• Excel Proficiency
• Strata Experience
• Certified Public Accountant (CPA)
• Healthcare Experience

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Advanced Excel Analysis
• SQL Coding
• Balance Sheet Analysis
• Cash Flow Statement Analysis
• Income Statement Analysis

Certifications & Qualifications

• Certified Public Accountant (CPA)
• Certified Management Accountant (CMA)

Industry Keywords

• Healthcare
• Financial Operations
• Revenue Cycle Management
• Financial Forecasting

Tools & Technologies

• Strata