Senior Financial Analyst, FP&A

Insight; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

Insight, a multi-entity health system, seeks a Senior Financial Analyst to join the FP&A team as the Director’s right hand in Chicago. This high-visibility role covers entity-level reporting, financial modeling, acquisition analysis, and strategic finance work that informs the CFO and leadership.

You’ll turn messy data into clean models, defend the numbers, and tell the story behind the variance. Healthcare context is a plus, but strong fundamentals and intellectual curiosity matter most; if

Qualifications

• 3 years of FP&A or comparable analytical finance experience
• Advanced Excel and financial modeling skills, auditable three-statement or driver-based models
• Strong understanding of financial statements and translating operations into results
• Clear written and verbal communication and ability to distill analysis into a memo
• Comfort working with large, imperfect datasets across multiple source systems

Responsibilities

• Own entity-level and consolidated reporting, monthly closes, variance analysis, and management reporting with rationale behind numbers
• Build and maintain operating forecasts, service-line P&Ls, acquisition proformas and ad hoc analyses
• Prepare CFO/exec-facing deliverables: variance memos, board materials, and financing packages
• Collaborate with operational and accounting teams to reconcile data and improve data integrity
• Support annual budget and reforecast cycles, build templates, consolidate inputs, and test assumptions
• Pull and analyze data from GL, revenue, and data warehouse sources to improve repeatability
• Contribute to acquisition and corporate development analysis including diligence and integration modeling
• Continuously improve templates, data flows, and automation

Skills

Advanced Excel

Financial modeling

Data analysis

Communication

Attention to detail

Data reconciliation

Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field

Tools

Sage Intacct

SQL

Python

BI tools

Job description

We are a multi-entity health system operating hospitals, surgical facilities, and physician groups across multiple states. We are looking for a Senior Financial Analyst to join our FP&A team and serve as a right hand to the Director of FP&A. This is a high-visibility role that touches entity-level reporting, financial modeling, acquisition analysis, and strategic finance work that reaches the CFO and executive team. The right person is equal parts analyst and builder: someone who can turn messy source data into a clean model, defend the numbers in front of leadership, and spot the story the variance is telling before anyone asks. Healthcare experience is a plus, but we care more about strong financial fundamentals, modeling discipline, and intellectual curiosity. If you can build a model you’d stake your name on, we can teach you the healthcare context.

What You’ll Do

• Own recurring entity-level and consolidated reporting across the portfolio — monthly close packages, variance analysis, and management reporting — and explain the why behind the numbers, not just the what.
• Build and maintain financial models: operating forecasts, service-line P&Ls, acquisition proformas, and ad hoc analyses supporting strategic decisions.
• Prepare CFO- and executive-facing deliverables — variance memos, board materials, and financing packages — that are clean, accurate, and decision-ready.
• Partner with operational and accounting teams to reconcile financial and operational data, investigate discrepancies, and improve the integrity of the numbers upstream.
• Support the annual budget and periodic reforecast cycles, including building templates, consolidating inputs, and pressure-testing assumptions.
• Pull, transform, and analyze data from multiple systems (GL, clinical/revenue, and data warehouse sources) and help make those pipelines more repeatable.
• Contribute to acquisition and corporate-development analysis — diligence support, integration modeling, and return analysis.
• Continuously improve how the team works: better templates, cleaner data flows, and smart use of automation and tooling.

What We’re Looking For

Required

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3 years of progressive experience in FP&A, corporate finance, accounting, or a comparable analytical finance role.
• Advanced Excel and financial modeling skills — you can build a three-statement or driver-based model from a blank sheet and keep it auditable.
• Strong command of financial statements and the ability to translate operational activity into financial results.
• Excellent attention to detail paired with the judgment to know which details matter.
• Clear written and verbal communication; you can distill a complex analysis into a one-page memo an executive can act on.
• Comfort working with large, imperfect datasets and reconciling across multiple source systems.

Preferred (Nice to Have)

• Experience in healthcare finance — hospitals, ambulatory/surgical, physician groups, or payor/provider economics.
• Familiarity with ERP and reporting platforms (e.g., Sage Intacct or similar), clinical/revenue-cycle reporting tools, and a cloud data warehouse (e.g., Snowflake).
• Exposure to SQL, Python, or BI tools for data extraction and analysis.
• Experience with analysis, proforma modeling, or multi-entity consolidations.
• CPA, CFA, or MBA (in progress or completed) is a plus, not a requirement.

Who Thrives Here

You’re someone who takes ownership without being asked twice, who is bothered when a number doesn’t tie, and who would rather ask a sharp question than nod along. You’re at ease in a fast-moving environment where priorities shift, and you see ambiguity as a place to add value rather than a reason to wait for instructions.