Senior Financial Planning Analyst

Xsolis; Franklin (TN); Hybrid; USD 75,000 - 115,000; Full time

Job summary

An innovative company is seeking a financial analyst to drive strategic decision-making through advanced financial modeling and forecasting. This role offers the opportunity to work closely with senior leadership, contributing to budget management and performance analysis. The ideal candidate will have a strong background in finance, with expertise in financial reporting and the ability to communicate complex analyses effectively. Join a dynamic team that values collaboration and continuous improvement, and help shape the future of healthcare decision-making. Your contributions will be pivotal in enhancing operational efficiency and achieving organizational goals.

Qualifications

• 5+ years of experience in financial modeling and budgeting.
• Strong working knowledge of financial reporting structures.
• Expert Excel skills including multi-year forecasting.

Responsibilities

• Develop and maintain financial planning and forecasting models.
• Build dashboards and KPIs for actionable insights.
• Prepare business cases and pricing scenarios as needed.

Skills

Financial Modeling

Budgeting

Forecasting

SQL

Python

VBA

Power BI

Data Integration

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Economics

Bachelor’s Degree in Accounting

Tools

Excel

Power Automate

Job description

Location: Franklin, TN

Remote Status: Hybrid

Job Id:338

# of Openings:1

About Us

Xsolis is an AI-driven technology company with a human-centered approach, fostering collaboration between healthcare providers and payers through real-time transparency, objective data for increased accuracy and alignment of medical necessity decisions, and more efficient outcomes. Dragonfly, its AI-driven proprietary platform, is the first and only solution to use real-time predictive analytics to continuously assign an objective medical necessity score and assess the anticipated level of care for every patient, enabling more efficiency across the healthcare system. Xsolis is headquartered in Franklin, Tennessee.

Our Values:

• Team First
• Always Curious

Xsolis has been ranked on the Inc. 5000 and Deloitte Technology Fast 500 lists in both 2022 and 2023 as a fastest-growing private company, and was named 2022 Best in Business among private companies by the Nashville Business Journal. Xsolis executives have been featured in Becker's Hospital Review, Becker's Payer Issues, Chief Healthcare Executive, CIO Review, Managed Healthcare Executive, Medical Economics, HIT Consultant, Healthcare IT Today, among other leading publications.

This position is a high impact role with senior leadership exposure that will have the opportunity to directly impact strategic decision making, own the budget and forecasting process while contributing to the board reporting frequently.

Essential Duties & Responsibilities

The essential functions include, but are not limited to the following:

• Develop and maintain all financial planning, annual operating plan, and forecasting models while continuously improving their accuracy.
• Build dashboards, KPIs, and other reports that provide actionable insights across the organization.
• Track and analyze key financial and operational metrics, identifying trends, assessing business risks, and communicating insights to executive leadership.
• Prepare in-depth analyses of leading and lagging indicators of company’s performance and key metrics.
• Prepare business cases, pricing scenarios, and other analyses as requested by department leaders.
• Create presentations and provide support for leadership, board packages, and strategic initiatives.
• Develop and maintain rigorous processes for financial reporting and analyses.
• Ability to translate complex financial analyses to non-financial team members.
• Compile data, develop insights, and communicate recommendations to executive-level audiences.
• Conduct ad-hoc financial analyses and support special projects as needed.

Minimum Qualifications (Knowledge, Skills, and Abilities)

Education:

• Bachelor’s Degree in Finance, Economics, or Accounting

Experience:

• 5 years progressive experience in financial modeling, budgeting, forecasting
• Minimum 3 years’ experience in a SaaS business required
• Strong working knowledge of financial reporting organizational structure, and
• Experience integrating data seamlessly from disparate data sources
• Expert excel skills that includes multi-year forecasting and scenario based planning
• SQL, Python, VBA, Power Automate and Power BI skills would be helpful preferred but not required

Other:

• Competitive spirit and desire to exceed expectations
• Resilient, able to persevere during a challenge
• Strong organizational skills

Supervisory Responsibilities

This role does not have any direct reports and is a single contributor role.

Working Environment and Travel Requirements

• Work is typically in a normal office administrative environment involving minimal exposure to physical risks.
• Position requires little to moderate physical activity. Mostly sedentary work exerting up to 10 pounds of force occasionally or a negligible amount of force to lift, carry, push, pull, or otherwise move objects. Work involves sitting most of the time, but may involve walking or standing for brief periods of time. No significant stooping is usually required.
• Local to Nashville, TN Required

Physical Demands & Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

Where We’ll Go Together

Our company is shaping intelligent decision-making for healthcare. As a part of our team, you’ll be a key player in realizing that vision as well as a valued contributor to the culture and climate we wish to create. Our wins are your wins, and we’re dedicated to making you feel your work matters (it truly does).

If any of this speaks to you, let’s get in touch.

Candidates must successfully pass a background check and drug screen prior to beginning employment with XSOLIS.

XSOLIS is an equal opportunity employer that is committed to hiring based upon merit, skills, experience, and qualifications. We recognize the importance of an inclusive and diverse workforce that celebrates all individuals from all walks of life. We encourage everyone to apply regardless of gender identity, race, veteran status, age, sexual orientation, or any other protected class.

All employees of XSOLIS fall under the same security role, which includes access to sensitive information, including proprietary data and PHI.