Senior Financial Analyst

The Phia Group, LLC; Canton (MA); Hybrid; USD 131,061 - 135,000; Full time

Job summary

The Phia Group, LLC is a growing health-cost containment consultant headquartered in Canton, MA. We seek a Senior Financial Analyst to drive monthly reporting, forecasting, and long-range planning for the Executive Team.

You will develop financial models, analyze data across business units, and support budgeting and revenue/expense forecasting with NetSuite and ERP systems. This role offers a hybrid schedule and strong benefits.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related quantitative field plus 4 years of corporate FP&A experience.
• Advanced proficiency with Microsoft Excel (pivot tables, Power Query, driver-based forecasts, scenario analysis) and Word.
• Hands-on experience with FP&A platforms and ERP systems including NetSuite, Oracle PBCS, SAP BPC, Hyperion, Anaplan.
• Strong technical skills in SQL for data extraction and analysis.
• Experience managing annual and rolling forecasts, integrating historical trends, seasonality, and business drivers.
• Proficient in month-end, quarter-end, and year-end close processes, including P&L analysis to identify revenue and cost drivers.
• Skilled in consolidating multi-entity financials and performing variance analysis.
• Knowledge of financial statements, revenue recognition, overhead allocation, and accrual accounting.
• Experience defining and tracking key financial metrics (e.g., gross margin, working capital days) and building dashboards in Tableau, Power BI, or Qlik.
• Experience with financial modeling for M&A, including synergy estimation and integration planning.
• Applied knowledge of Lean/Six Sigma principles to optimize workflows and automate tasks using VBA, Python, or R.
• Supported FP&A system implementations or upgrades, including master data setup, user roles, and reporting workflows.
• Skilled in building executive-ready presentations that translate complex financial insights into actionable information.

Responsibilities

• Support monthly financial reporting packages for the Executive Team with summaries, KPIs, and variance analysis.
• Develop and maintain financial models for forecasting, budgeting, and long-range planning.
• Analyze financial and operational data to identify trends and performance drivers across units.
• Assist in annual operating and capital expenditure budgeting and consolidation of inputs.
• Maintain rolling forecasts and analyze IT expenses and service metrics.
• Prepare client activity and service delivery metrics for internal planning and reporting.
• Improve reporting processes within NetSuite, including custom fields and revenue reporting outputs.
• Enhance reporting efficiency through process documentation and system improvements.
• Create training materials on financial analysis and advanced Excel for finance staff.
• Collaborate with cross-functional teams to ensure data consistency and reporting standards.
• Execute recurring financial analysis, reporting, and modeling to support decisions.

Skills

Advanced Excel

SQL

Forecasting

P&L analysis

Variance analysis

Dashboards

Lean Six Sigma

VBA

Python

R

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related quantitative field

Tools

NetSuite

Oracle PBCS

SAP BPC

Hyperion

Anaplan

Tableau

Power BI

Qlik

Job description

The Phia Group, LLC is a thriving, service-oriented company headquartered in Canton, Massachusetts. As consultants, we represent health plans nationwide, providing our clients with innovative cost-containment solutions through our unique service offerings. As a result of our most valuable resource, our talented and committed team, we continue to enjoy high levels of growth. Now, we seek to add another Senior Financial Analyst to our team!

At The Phia Group, whose mission is to provide high quality yet affordable healthcare to American employees and their families, you can look forward to not only unparalleled benefits for yourself but also being immersed in a company that was named one of USA Today’s Top Workplaces for 2025. Meanwhile, from a regional perspective, both The Boston Globe and Louisville Business First also recognized our unwavering commitment to upholding an internal culture of inclusivity, enjoyment, and empathy for our valued employees by listing The Phia Group in their respective lists for the Top Places to Work in 2025.

Note: This is a hybrid schedule and can provide a flexible teleworking schedule if appropriate.

Essential Duties

• Responsible for supporting financial reporting and analysis for the Executive Team by preparing monthly reporting packages that include financial summaries, key performance indicators, and variance analysis.
• Develop and maintain financial models to support forecasting, budgeting, and long-range planning, including updates to rolling revenue and expense projections.
• Analyze financial and operational data to identify trends, variances, and performance drivers across business units.
• Support the preparation of annual operating and capital expenditure budgets by gathering inputs, validating assumptions, and consolidating financial data.
• Maintain and update rolling forecasts, including analysis of IT-related expenses and service utilization metrics.
• Perform recurring calculations and reporting related to client activity and service delivery metrics to support financial planning and internal reporting.
• Support the development and refinement of financial reporting processes within NetSuite, including maintaining custom fields and ensuring accuracy of revenue and client-level reporting outputs.
• Assist in improving reporting efficiency and data integrity through process documentation and system enhancements.
• Develop and deliver training materials on financial analysis techniques and advanced Excel functionality to accounting and finance team members.
• Collaborate with cross-functional teams to ensure consistency of financial data and reporting standards.
• Work under general supervision to perform recurring financial analysis, reporting, and modeling tasks in support of business decision‑making.

Minimum Qualifications

• Bachelor’s degree or foreign equivalent in Finance, Accounting, Economics, Business Administration, or a related quantitative field plus 4 years of experience with corporate experience with relevant Financial Planning & Analysis.
• Advanced proficiency with Microsoft Excel (pivot tables, Power Query, driver-based forecasts, scenario analysis) and Word.
• Hands‑on experience with FP&A platforms and ERP systems, including NetSuite, Oracle PBCS, SAP BPC, Hyperion, Anaplan.
• Strong technical skills in SQL for data extraction and analysis.
• Experience managing annual and rolling forecasts, integrating historical trends, seasonality, and business drivers.
• Proficient in month‑end, quarter‑end, and year‑end close processes, including P&L analysis to identify revenue and cost drivers.
• Skilled in consolidating multi‑entity financials and performing variance analysis.
• Knowledge of financial statements, revenue recognition, overhead allocation, and accrual accounting.
• Experience defining and tracking key financial metrics (e.g., gross margin, working capital days) and building dashboards in Tableau, Power BI, or Qlik.
• Experience with financial modeling for M&A, including synergy estimation and integration planning.
• Applied knowledge of Lean/Six Sigma principles to optimize workflows and automate tasks using VBA, Python, or R.
• Supported FP&A system implementations or upgrades, including master data setup, user roles, and reporting workflows.
• Skilled in building executive‑ready presentations that translate complex financial insights into actionable information.

The Phia Group’s Commitment to Diversity

The Phia Group is committed to creating a diverse environment and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. The Phia Group is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Working Conditions/Physical Demands

This position requires sitting at a workstation for prolong periods of time (with reasonable breaks as needed) and extensive computer work. The workstation may be exposed to overhead fluorescent lighting and air conditioning. This is a fast‑paced work environment in which you will be operating office equipment including personal computers, copiers, and fax machines.

External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act (ADA), must be able to perform the essential job functions (as listed herein) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case‑by‑case basis.

This job description is not intended to be and should not be construed as an all‑inclusive list of all of the job duties, skills, or working conditions associated with the position. While it is intended to accurately reflect the position’s associated activities and requirements, the company reserves the right to modify, add, or remove duties and assign other duties as necessary.

Salary Range: $131,061 - $135,000