Senior Financial Analyst

Orthopaedic Solutions Management Staff; Tampa (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Orthopaedic Solutions Management Senior Financial Analyst role requires partnering with Finance and Executive Leadership to drive planning, forecasting, reporting, and business intelligence across Orthopaedic Solutions Management and affiliated practices.

The ideal candidate will blend strong analytical skills with business acumen, work independently while collaborating with leaders, and support strategic initiatives, budgeting, and multi-site financial reporting in a healthcare setting.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field required.
• MBA/CPA/CMA/CFA designation preferred.
• Five (5) or more years of progressive financial analysis experience.
• Healthcare, physician practice management, or multi-site healthcare experience strongly preferred.
• Advanced financial modeling and forecasting experience required.

Responsibilities

• Prepare monthly, quarterly, and annual financial reports, dashboards, and executive presentations.
• Develop and maintain financial models, forecasts, budgets, and long-range planning analyses.
• Analyze financial performance by comparing actual results against budgets, forecasts, and prior periods.
• Identify financial trends, operational opportunities, and potential risks while providing recommendations to leadership.
• Perform variance analysis and explain key drivers impacting financial performance.
• Lead annual budgeting and forecasting processes across multiple business units.
• Partner with operational leaders to evaluate financial performance, productivity, and profitability.
• Assist with strategic initiatives including business cases, service line expansion, acquisitions, capital investments, and operational improvement projects.
• Create and maintain KPI dashboards to monitor organizational performance.
• Analyze revenue, expenses, labor costs, physician productivity, and operational metrics.
• Perform ad hoc financial analysis and special projects as assigned by executive leadership.
• Support internal and external audits by preparing requested financial information and analyses.
• Assist with month-end and year-end financial close activities as needed.
• Recommend improvements to financial reporting processes, internal controls, and data analytics.
• Ensure accuracy and integrity of financial data while maintaining confidentiality.

Skills

Financial analysis

Forecasting

KPI dashboards

Communication

Presentations

Education

Bachelor's degree in Finance/Accounting

MBA/CPA/CMA/CFA preferred

Tools

ERP systems

Power BI / Tableau

SQL

Excel

Job description

Position Summary: The Senior Financial Analyst serves as a strategic business partner supporting the Finance and Executive Leadership teams through financial planning, analysis, forecasting, reporting, and business intelligence. This role is responsible for analyzing financial performance, identifying trends, developing forecasts, and providing actionable recommendations that support operational and financial decision-making across Orthopaedic Solutions Management and its affiliated physician practices.

The ideal candidate combines strong analytical skills with business acumen and is comfortable working independently while collaborating with leaders throughout the organization.

Key Responsibilities

• Prepare monthly, quarterly, and annual financial reports, dashboards, and executive presentations.
• Develop and maintain financial models, forecasts, budgets, and long-range planning analyses.
• Analyze financial performance by comparing actual results against budgets, forecasts, and prior periods.
• Identify financial trends, operational opportunities, and potential risks while providing recommendations to leadership.
• Perform variance analysis and explain key drivers impacting financial performance.
• Lead annual budgeting and forecasting processes across multiple business units.
• Partner with operational leaders to evaluate financial performance, productivity, and profitability.
• Assist with strategic initiatives including business cases, service line expansion, acquisitions, capital investments, and operational improvement projects.
• Create and maintain KPI dashboards to monitor organizational performance.
• Analyze revenue, expenses, labor costs, physician productivity, and operational metrics.
• Perform ad hoc financial analysis and special projects as assigned by executive leadership.
• Support internal and external audits by preparing requested financial information and analyses.
• Assist with month-end and year-end financial close activities as needed.
• Recommend improvements to financial reporting processes, internal controls, and data analytics.
• Ensure accuracy and integrity of financial data while maintaining confidentiality.
• Perform other duties as assigned.

Education

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field required.
• MBA, CPA, CMA, or CFA designation preferred.

Experience

• Five (5) or more years of progressive financial analysis experience.
• Healthcare, physician practice management, or multi-site healthcare experience strongly preferred.
• Experience supporting executive leadership and strategic decision-making preferred.
• Advanced financial modeling and forecasting experience required.

Preferred Qualifications & Skills

• Advanced Microsoft Excel skills including PivotTables, Power Query, Power Pivot, XLOOKUP, INDEX/MATCH, and complex financial modeling.
• Experience with ERP systems, business intelligence platforms, and financial reporting software.
• Strong analytical, critical thinking, and problem-solving skills.
• Ability to interpret large volumes of financial and operational data.
• Excellent written, verbal, and presentation communication skills.
• Strong attention to detail with excellent organizational and project management skills.
• Ability to prioritize multiple projects and meet deadlines in a fast-paced environment.
• High degree of professionalism, discretion, and confidentiality.
• Ability to communicate complex financial concepts to non-financial leaders.

Preferred Experience

• Physician practice management or healthcare services organization.
• Multi-entity financial reporting.
• Budget development and financial planning.
• KPI development and dashboard reporting.
• Business intelligence tools (Power BI, Tableau, or similar).
• SQL or data analytics experience is a plus.

Orthopaedic Solutions Management is a Drug Free Workplace

We are committed to maintaining a safe, healthy, and productive work environment. As part of this commitment, we operate as a drug-free workplace. All candidates will be required to undergo pre-employment drug screening and/or be subject to random drug testing in accordance with applicable laws an