Senior Financial Analyst

Hoxton Circle; New York (NY); On-site; USD 95,000 - 135,000; Full time

Job summary

Hoxton Circle, a well-established healthcare organization based in New York, seeks a Senior Financial Analyst with a strong FP&A background to drive planning, forecasting, and performance reporting. You will translate complex data into actionable insights and support enterprise-wide decision making through rigorous analysis and executive-level reporting.

Reporting to the Director of FP&A, you will own the operating budget, coordination of inputs from business units, and development of scalable

Qualifications

• Advanced Excel financial modeling and dashboarding.
• Strong PowerPoint and executive presentation abilities.
• Experience with budgeting, forecasting, monthly close support, accruals, reporting packages, and variance analysis.

Responsibilities

• Own and maintain the annual operating budget and rolling forecast models.
• Consolidate submissions from units; challenge assumptions and align with targets.
• Develop scenario analyses to support planning decisions under varying conditions.
• Prepare monthly financial performance packages for Finance leadership and executives.

Skills

Advanced Excel modeling

PowerPoint & exec presentations

Budgeting & forecasting

Variance analysis

Financial storytelling

Education

Bachelor's degree in Finance/Accounting

Job description

A well-established regional healthcare organization headquartered on Long Island, NY, is seeking a Senior Financial Analyst with a strong FP&A background to join its growing Finance team. With multiple service lines across the region, the organization is committed to financial excellence in support of its clinical mission. This role will serve as a key analytical partner to Finance leadership and business unit stakeholders.

POSITION SUMMARY

Reporting to the Director of FP&A, the Senior Financial Analyst will be responsible for driving the organization's planning, forecasting, and performance reporting processes. This individual will translate complex financial data into clear, actionable insights and support enterprise-wide decision making through rigorous analysis, dynamic modeling, and executive-level reporting.

KEY RESPONSIBILITIES

• Own and maintain the annual operating budget and rolling forecast models, including assumptions, templates, timelines, and version control.
• Consolidate submissions from business units and department heads; challenge assumptions and ensure alignment with organizational targets.
• Develop scenario and sensitivity analyses to support leadership planning decisions under varying financial conditions.
• Partner with department leaders to refine budget drivers and ensure forecasts reflect operational realities.
• Prepare the monthly financial performance package for Finance leadership and executive review, including commentary and narrative.
• Analyze actual results versus budget, forecast, and prior periods; identify and communicate key risks, opportunities, and business drivers.
• Develop and maintain KPIs, dashboards, and recurring reports aligned with Finance and executive leadership needs.
• Translate financial results into clear executive summaries, highlighting operational trends and actionable recommendations.
• Convert financial reporting needs into scalable models, automated templates, and self-service tools for non-Finance stakeholders.
• Build and maintain long-range financial models to support strategic planning and capital allocation decisions.
• Support ad hoc financial analysis for new program launches, service line expansions, contract evaluations, and cost reduction initiatives.
• Collaborate with Accounting during the monthly close process on accruals, allocations, and reconciliation of financial data.
• Serve as a trusted Finance business partner to operations, clinical, and administrative departments across the organization.
• Present financial findings and recommendations clearly to both Finance and non-Finance audiences.
• Identify process improvements and drive efficiencies within FP&A workflows, reporting cycles, and data management.

Required

• Bachelor's degree in Finance, Accounting, or a related field.
• 5-7+ years of progressive experience in FP&A, corporate finance, or accounting.
• Advanced Microsoft Excel financial modeling skills; strong PowerPoint and executive presentation ability.
• Demonstrated experience with budgeting, forecasting, monthly close support, accruals, reporting packages, and variance analysis.
• Solid understanding of financial statements, general ledger data, and Finance and Accounting workflows.
• Ability to analyze large, complex data sets, validate results, and communicate findings with clarity and precision.
• Strong business acumen with the ability to connect financial performance to operational drivers.