Senior Financial Reporting Analyst

Codex; McKinney (TX); On-site; USD 75,000 - 95,000; Full time

Job summary

A leading healthcare organization in Texas is seeking a Senior Financial Reporting Analyst. In this full-time, on-site role, you will analyze financial and operational metrics, manage large datasets, and support strategic initiatives. The ideal candidate will have a Bachelor's degree in a relevant field and 3+ years of financial analysis experience. Strong SQL, Excel skills, and communication abilities are essential. Join a mission-driven team to enhance care delivery and efficiency.

Qualifications

• 3+ years of experience in financial analysis, FP&A, or data analytics.
• Familiarity with financial planning tools is preferred.

Responsibilities

• Analyze key financial and operational metrics.
• Extract, cleanse, and manage large datasets.
• Design and maintain dashboards for KPI tracking.
• Automate and streamline reporting processes.
• Collaborate with leaders to identify financial risks.
• Support annual budgeting and forecasting.
• Maintain documentation with a focus on accuracy.

Skills

Proficiency in SQL

Excel modeling

Effective communication skills

Experience with data visualization tools

Education

Bachelor's degree in Finance, Accounting, Business Analytics, or related field

Tools

SQL Server

Power BI

Job description

As a Senior Financial Reporting Analyst, you will play a key role in connecting financial, clinical, and operational data to deliver actionable insights that improve care delivery, cost efficiency, and organizational performance. You’ll partner with Operations, Clinical, and Compliance to support strategic initiatives, optimize service line performance, and guide informed decision-making. This is an exciting opportunity for a data-driven finance professional to join a fast-growing, mission-driven organization.

In this role, you will:

• Analyze key financial and operational metrics, including patient volume, payer mix, revenue cycle performance, and service line profitability.
• Extract, cleanse, and manage large datasets from EHRs and financial systems using SQL and data visualization tools.
• Design and maintain dashboards to track KPIs across clinical operations, cost management, and P&L trends.
• Automate and streamline monthly and quarterly reporting processes to improve accuracy and timeliness.
• Collaborate with operational and clinical leaders to identify financial risks and opportunities.
• Support annual budgeting, forecasting, and long-range planning through detailed, data-driven models.
• Maintain documentation and reporting tools with a focus on accuracy, efficiency, and HIPAA compliance.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business Analytics, or a related field.
• 3+ years of experience in financial analysis, FP&A, or data analytics

Skills and Experience:

• Proficiency in SQL for querying and working with financial and clinical datasets (e.g., SQL Server, BigQuery, or Snowflake)
• Solid Excel modeling abilities and familiarity with data visualization tools such as Power BI
• Clear and effective communication skills, with the ability to present complex insights to non-financial audiences
• Familiarity with financial planning tools (e.g., Vena) and/or experience working with healthcare or clinical data preferred.

Location

This is a full-time, on-site position, working Monday - Friday.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Hospitals and Health Care