Senior Analyst - Finance Operations & Analytics

Hoxton Circle; Jericho (NY); On-site; USD 95,000 - 125,000; Full time

Job summary

Hoxton Circle on Long Island is seeking a Senior Analyst to join the Finance team as a hands-on analytical partner, improving accuracy and visibility of operational workflows.

The role focuses on end-to-end finance operations: billing, invoicing, refunds, cash application, AR, collections, and claim payments. You will build KPIs and dashboards, validate large data sets, deliver ad hoc analyses, support close processes, and redesign workpapers with stronger controls.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field.
• At least 5 years of progressive experience in finance operations, accounting, FP&A, or related areas.
• Advanced Excel skills and experience with PowerPoint for reporting.

Responsibilities

• Analyze end-to-end Finance operations including policy billing, invoicing, refunds, AR, and collections.
• Track volumes, aging, turnaround times, and backlogs; flag issues and recommend action.
• Reconcile operational reports to the general ledger and resolve discrepancies.
• Support month-end/quarter-end close with schedules, accruals, and variance explanations.
• Build and improve KPIs, dashboards, and workpapers for leadership visibility.

Skills

Advanced Excel

Data analysis

Communication

Independent work

Education

Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or related field

Tools

Power BI

SQL

Power Query

ERP systems

Job description

A healthcare organization on Long Island is hiring a Senior Analyst to join its Finance team as a hands‑on analytical partner. This is an experienced individual contributor role focused on improving the accuracy, efficiency, and visibility of Finance's operational workflows across the company's entities. It suits someone who doesn't stop at the task in front of them, but validates the data, understands the process behind it, and leaves every analysis and workpaper better than they found it.

Position Overview

• Analyze end-to-end Finance operations, including policy billing and invoicing, refunds, cash application, accounts receivable, collections, and claim payments.
• Track transaction volumes, aging, turnaround times, exception rates, and backlogs, flagging emerging issues and recommending action.
• Reconcile operational reports and source system data to the general ledger, and investigate and resolve discrepancies.
• Support month-end and quarter-end close with accurate schedules, accrual support, operational reporting, and clear variance explanations.
• Build and improve KPIs, dashboards, recurring reports, and workpapers that give leadership faster, clearer visibility.
• Combine and validate large data sets from multiple systems before communicating findings.
• Deliver ad hoc analysis that quantifies business impact, explains root causes, and gives Finance and business leaders practical recommendations.
• Support forecasts, budgets, business cases, and staffing and workload analysis.
• Redesign workpapers, reconciliations, and reporting packages, automating manual work where practical while keeping controls intact.
• Support Finance system implementations through requirements gathering, process and data mapping, testing, and documentation, partnering closely with Finance, Treasury, Internal Controls, IT, and business teams.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field.
• At least 5 years of progressive experience in finance operations, accounting, FP&A, finance analytics, finance transformation, insurance finance, or regulated financial services.
• Advanced Excel skills, including building complex, repeatable workpapers, plus strong PowerPoint skills.
• Solid understanding of financial statements, general ledger data, monthly close, reconciliations, and internal controls.
• Proven ability to work through large data sets, identify root causes, and turn findings into clear recommendations.
• Comfortable working independently in a lean team, with strong communication and cross‑functional partnership skills.

Preferred

• Exposure to insurance, reinsurance, premium, claims, or other regulated financial services.
• Experience with high-volume transaction processes such as billing, cash application, AR, collections, or claim payments.
• Experience with Power BI, Power Query, SQL, ERP systems, policy or claims administration systems, or process automation.
• Experience with system implementations, data conversions, user acceptance testing, or reporting redesign.
• CPA, MBA, Lean Six Sigma, or progress toward a relevant credential.