Senior FP&A & BI Analyst - Dashboards & Forecasting

VMG Health; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Restaurant d'entreprise

Indemnités de stage/alternance

Job summary

VMG Health is seeking a Senior Financial Analyst (FP&A & Business Intelligence) to partner with finance leadership and operational teams across practices and service lines. You will develop dashboards, perform financial analysis, and support budgeting, forecasting, and planning activities.

Ideal candidates combine strong financial acumen with advanced Excel and BI skills, including dashboard development, data visualization, and KPI tracking.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field.
• 3+ years of FP&A, financial analysis, business intelligence, reporting, or a related analytical role.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, data modeling, and financial analysis.
• Demonstrated experience developing dashboards, visualizations, and reporting solutions using Power BI or similar platforms.
• Strong budgeting, forecasting, financial reporting, variance analysis, and KPI development.
• Experience with ERP and enterprise reporting systems; NetSuite experience preferred.

Responsibilities

• Support the annual budgeting process, monthly forecasting cycles, long-range planning, and financial modeling activities.
• Perform financial and operational analysis to identify performance trends, risks, opportunities, and key business drivers.
• Develop, maintain, and enhance dashboard solutions and reporting tools that provide actionable insights to operational and executive stakeholders.
• Partner with leaders across VMG Health practices and service lines to define reporting requirements and build customized dashboards that support business performance and operational decision-making.
• Design, automate, and improve recurring financial, operational, and management reporting processes.
• Utilize data from ERP, project accounting, and other business systems to create meaningful reporting and analytics.
• Support project profitability, utilization, revenue, and operational performance reporting.
• Develop and maintain key performance indicators (KPIs) and performance scorecards across the organization.
• Ensure data accuracy, consistency, and integrity across reporting platforms and business intelligence solutions.
• Collaborate with Finance, Operations, and IT teams to improve data availability, reporting capabilities, and system utilization.
• Prepare monthly and quarterly reporting packages, presentations, and analyses for senior leadership.
• Identify opportunities to streamline reporting processes, improve efficiency, and enhance organizational use of data.
• Support ad hoc financial analyses, strategic projects, acquisitions, and special initiatives as needed.

Skills

FP&A

Financial analysis

Power BI

Excel advanced

Budgeting & forecasting

KPI development

Data modeling

Communication skills

Education

Bachelor's degree

Tools

Power BI

NetSuite

ERP systems

Job description

VMG Health is seeking a Senior Financial Analyst (FP&A & Business Intelligence) to partner with finance leadership and operational teams across practices and service lines. You will develop dashboards, perform financial analysis, and support budgeting, forecasting, and planning activities.

Ideal candidates combine strong financial acumen with advanced Excel and BI skills, including dashboard development, data visualization, and KPI tracking.