Sr. Financial Analyst

CPIhealth

Austin (TX)

On-site

USD 80,000 - 110,000

Full time

14 days+

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Job summary

CPIhealth is seeking a motivated Sr. Financial Analyst to join their finance team in Austin. The role involves financial analysis, reporting, and supporting budgeting processes, requiring a Bachelor's degree and 5+ years of experience. Ideal candidates will have strong analytical skills and a passion for healthcare finance.

Qualifications

  • 5+ years of operational finance and/or accounting experience.
  • Strong problem-solving and analytical/statistical skills.
  • General understanding of accounting practices and principles.

Responsibilities

  • Prepare monthly, quarterly, and annual financial reports.
  • Analyze financial data to identify trends and variances.
  • Support the annual budgeting process with detailed forecasts.

Skills

Problem-solving
Analytical skills
Communication
Organizational skills

Education

Bachelor's Degree in Finance, Accounting, or Business Administration

Tools

Excel
Tableau
PowerPoint
SQL
R
Python

Job description

This range is provided by CPIhealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $110,000.00/yr

CPIhealth is seeking a motivated and detail-oriented Sr. Financial Analyst to join our dynamic finance team. This role is ideal for individuals with 5+ years of experience in financial and/or accounting who possess strong problem-solving and analytical skills and a passion for healthcare finance. The Sr. Financial Analyst will play a crucial role in supporting the financial planning, budgeting, forecasting, and analytical needs of the organization.

Responsibilities
  • Financial Analysis and Reporting:
  • Prepare monthly, quarterly, and annual financial reports.
  • Analyze financial data to identify trends, variances, and opportunities for improvement.
  • Develop and maintain financial models to support strategic planning and decision-making.
  • Support the annual budgeting process, including the creation of detailed financial forecasts.
  • Monitor and report on budget variances, providing insights and recommendations.
  • Conduct ad hoc financial analysis as required to support business initiatives.
  • Use SQL, R, or Python for advanced data analysis and financial modeling when necessary.
  • Develop dashboards and insights to better communicate results, outcomes, and actions to stakeholders.

Project Support and Leadership

  • Utilize Excel and Tableau Desktop to analyze and visualize financial data.
  • Prepare presentations using PowerPoint to communicate financial insights to senior management.
  • Work as a team in cross-functional project teams to deliver high-impact projects.
  • Lead finance-driven projects to drive innovation and process improvement.

Process Improvement and Continuous Improvement

  • Identify and implement process improvements to enhance the efficiency and accuracy of financial reporting.
  • Leverage Tableau Prep to streamline data preparation and cleaning processes.
  • Leverage technology to automate and streamline FP&A and Finance departments.
Qualifications
  • Bachelor's Degree in Finance, Accounting, or Business Administration.
  • 5+ years of operational finance and/or accounting experience including financial analysis and modeling.
  • Strong problem-solving and analytical/statistical skills.
  • General understanding of accounting practices and principles.
  • Strong organizational, communication, and analytical skills.
  • Excellent judgment and ability to maintain confidential and meticulous records.
  • The ability to contribute in a team environment and to provide excellent customer service while maintaining a positive attitude.
  • The ability to work independently, meet internal and external deadlines, and produce a high-quality product consistently.
  • Proficient with all Microsoft Office programs, particularly Excel, Word, and PowerPoint.
  • Proficient with Tableau preferred.
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Sales
Industries
  • Medical Practices

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