Senior Financial Analyst

Jobtailor; Chicago (IL); On-site; USD 85,000 - 105,000; Full time

Job summary

Jobtailor is seeking a qualified financial analyst in Chicago to support budget forecasting and financial management. The role emphasizes rigorous financial modeling, cost analysis, and data-driven decision support.

You will design reports on utilization, trends, and revenue streams, assist board and department reporting, and ensure accuracy for regulatory filings. 3 years of experience and advanced Excel are required; SQL/Access and Axiom experience are a plus.

Qualifications

• Bachelor’s degree in accounting, business, finance or health services required.
• Forecasting and budgeting experience required.
• 3 years of experience required.
• Advanced in the use of Microsoft Excel.
• Must possess in depth knowledge of provider reimbursement terms and concepts.
• Ability to work independently.
• Skilled at manipulating and analyzing complex data sets, systems and processes.
• SQL and Access experience preferred.
• Axiom analytical model experience helpful.

Responsibilities

• Perform budgetary analysis, forecasting, and financial management tasks.
• Conduct financial, statistical, and analytical assessments including modeling and reporting.
• Design and generate reports and analytics focusing on cost, utilization, membership, trends, and ad hoc needs.
• Analyze revenue streams, contractual adjustments, bad debt, and reserves.
• Prepare financial reporting for board, departmental reports, scorecards and regulatory reports.

Skills

Forecasting

Budgeting

Data analysis

Independent work

Provider reimbursement knowledge

Data manipulation

SQL

Access

Axiom modeling

Education

Bachelor’s Degree in Accounting, Business Administration, Finance or Health Services

Tools

SQL

Access

Axiom analytical model

Job description

Responsibilities

• Perform a variety of technical and analytical functions in the areas of budgetary analysis, forecasting & financial management.
• Conduct financial, statistical, and analytical assessments, including financial modeling, revenue/cost forecasting, and risk/return analysis; and prepare and assist in the preparation and reporting of financial reports.
• Responsible for designing and generating various company reports and financial analytics that focus on cost, utilization, membership, trends, and ad hoc requirements.
• Analyze revenue streams and contractual adjustments, bad debt and any changes to bad debt and contractual reserves.
• Contribute to preparation of financial reporting (e.g., board reports, departmental reports, scorecards and regulatory reports such as UDS and 990).

Requirements

• Bachelor’s Degree in Accounting, Business Administration, Finance or Health Services required.
• Forecasting and Budgeting experience required.
• 3 years of Experience required.
• Advanced in the use of Microsoft Excel.
• Must possess in depth knowledge of provider reimbursement terms and concepts.
• Ability to work independently.
• Skilled at manipulating and analyzing complex data sets, systems and processes.
• Preferred: SQL & Access experience preferred.
• Preferred: Axiom analytical model experience helpful.