Financial Planning & Data Analyst

Healthmark Group; Town of Texas (WI); Remote; USD 75,000 - 105,000; Full time

Job summary

HealthMark Group is looking for a skilled FP&A Data Analyst to enhance their Finance team. The role involves leveraging SQL and Power BI to support financial decision-making through data analysis and visualization. Candidates should have a Bachelor’s degree and at least 3 years of experience in financial analysis, with a strong analytical mindset and attention to detail.

Qualifications

• 3+ years of experience in FP&A or data analysis.
• Moderate SQL skills required.
• Experience with data visualization tools.

Responsibilities

• Build and optimize financial models and forecasts.
• Write SQL queries for data extraction and analysis.
• Develop financial dashboards using Power BI.

Skills

SQL

Data Analysis

Financial Modeling

Data Visualization

Excel

Education

Bachelor’s degree in Finance, Accounting, Data Science, Economics

Tools

Power BI

Excel

Job description

COMPANY: HealthMark Group serves healthcare providers, so they can better serve their patients. As a software and service partner to clinical facilities, our mission is to improve healthcare delivery by improving provider’s administrative efficiency through the compliant exchange of patient data and improved patient intake. We are a high-growth platform leveraging technology to reimagine the healthcare business. HealthMark Group is based in Dallas, TX, and has been named to both the Dallas 100 and the Inc. 5000 for multiple years in a row as one of the fastest-growing companies in the region and in the country.

We are seeking a highly skilled and detail-oriented FP&A Data Analyst with strong SQL and/or PowerBI expertise to join our growing Finance team. In this role, you will support the Finance, Planning & Analysis (FP&A) function by leveraging data to provide insights, enhance financial models, and drive data-driven decision-making. You will collaborate closely with cross-functional teams to deliver accurate financial reporting, analysis, and forecasting.

Position:Financial Planning and Data Analyst

Location:Remote

Role and Key Responsibilities:

• Data Analysis & Financial Modeling:
  • Build, maintain, and optimize financial models and forecasts to support budgeting, forecasting, and long-term planning processes.
  • Conduct variance analysis to understand trends and key drivers of financial performance.
  • Develop and track KPIs to support performance monitoring and decision-making.
• SQL Database Management:
  • Write SQL queries to extract, manipulate, and analyze large datasets from multiple data sources.
  • Design and implement SQL-based solutions for automating data extraction, processing, and reporting workflows.
  • Ensure data accuracy and integrity in financial reports and dashboards by conducting thorough validation.
• Reporting & Data Visualization:
  • Develop and maintain financial and operational dashboards using tools Power BI.
  • Present financial data and insights to senior management, providing actionable recommendations to drive business outcomes.
  • Support ad-hoc reporting requests and in-depth financial analysis on key business initiatives.
• Collaboration & Stakeholder Engagement:
  • Partner with finance, accounting, and other cross-functional teams to gather data requirements and ensure alignment on key financial metrics.
  • Work closely with IT and data engineering teams to optimize data pipelines and improve data infrastructure.
• Process Improvement:
  • Continuously identify opportunities to enhance FP&A processes by automating manual tasks and improving data accuracy and accessibility.
  • Implement best practices for data management and reporting across the FP&A team.

REQUISITE EXPERIENCE AND QUALIFICATIONS:

• Bachelor’s degree in Finance, Accounting, Data Science, Economics, or a related field.
• 3+ years of experience in an FP&A, data analysis, or related role with a strong focus on financial data.
• Moderate SQL skills (e.g., complex joins, subqueries, window functions, and optimization techniques).
• Previous experience developing and maintaining financial and operational dashboards using tools Power BI
• Proficiency in data visualization tools and advanced Excel modeling.
• Experience with Cube or other financial planning tools a plus.
• Strong analytical mindset with the ability to interpret and present data-driven insights.
• Attention to detail and excellent problem-solving skills.
• Excellent communication and stakeholder management skills.

Preferred Qualifications:

• Experience with scripting languages like Python or R for data manipulation.
• Experience in a high-growth or dynamic environment.