Sr. Financial Analyst

Ingenovis Health; Cincinnati (OH); On-site; USD 91,000 - 113,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

FSA/HSA

Company-paid life insurance

401K with discretionary match

Paid time off

Paid parental leave

Tuition reimbursement

Job summary

Ingenovis Health seeks a Senior Financial Analyst to drive enterprise FP&A, forecasting, reporting, and strategic analyses. You will partner with Finance leadership and operations to deliver accurate, actionable insights in a fast-paced setting.

The role emphasizes Workday Adaptive Planning, consolidated forecasting, and executive-ready materials for the CFO and sponsors. Strong modeling, communication, and analytical skills are essential.

Qualifications

• 3+ years of FP&A or related analytical roles.
• Experience with Workday Adaptive Planning is highly preferred.
• Advanced Excel skills and familiarity with BI tools.

Responsibilities

• Coordinate and support consolidated forecasting, budgeting, and reporting.
• Develop financial models for long-range planning and scenarios.
• Prepare executive reporting materials for CFO and senior leaders.
• Support merger, acquisition, and strategic finance activities as needed.
• Collaborate cross-functionally to improve forecasting accuracy.

Skills

FP&A experience

Excel proficiency

Workday Adaptive Planning

SQL

Python

R

Strong communication

Problem solving

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or CFA optional

Tools

Anaplan

Oracle EPM Cloud

OneStream

Vena

BI tools

Job description

Position summary

The Senior Financial Analyst serves as a key contributor to Ingenovis Health's enterprise financial planning, forecasting, reporting, and business decision support and analysis activities. This role partners closely with Finance leadership, Division Finance teams, Accounting, Operations, and Shared Services leaders to support consolidated forecasting processes, management reporting, financial modeling, long-range planning, and strategic financial analyses that enable informed decision-making across the organization. The role has significant senior executive exposure including regularly supporting the CFO, the broader C-level of the organization and the private equity sponsors of Ingenovis Health. The Senior Financial Analyst will coordinate and enhance recurring enterprise FP&A processes, including consolidated forecasting, executive reporting, financial review materials, forecast administration within Workday Adaptive Planning, and other corporate financial analyses. This is a "roll-up your sleeves" role and team. The successful Senior Financial Analyst will combine strong analytical skills, financial modeling expertise, and sound business judgment to deliver accurate and actionable financial support across the organization in a very fast-paced, demanding and dynamic environment.

Essential Functions and Responsibilities

1. Enterprise Financial Planning & Analysis
   Coordinate and support recurring consolidated forecasting, budgeting, and reporting processes across Ingenovis Health
   Maintain and enhance financial models supporting forecasting, long-range planning, scenario analysis, and strategic decision support
   Partner with Division Finance teams to understand forecast assumptions, identify risks and opportunities, and support accurate consolidated financial projections
   Support forecast administration activities within Workday Adaptive Planning, including forecast roll-forwards, reporting, and model maintenance
   Analyze key financial trends and business drivers across revenue, gross profit, operating expenses, margin, cash flow, and other enterprise performance metrics
   Support annual planning, monthly forecasting, and variance analysis processes through preparation of meaningful and actionable financial insights
2. Executive Reporting & Financial Analysis
   Prepare recurring financial reporting packages and supporting analyses for the CFO, Finance leadership, senior executive management, and other key stakeholders, including the Board of Directors and private equity sponsors
   Support monthly financial review processes through preparation of financial schedules, variance analyses, KPI reporting, and management reporting materials
   Assist with preparation of materials supporting board meetings, lender reporting, sponsor reviews, and other executive reporting requirements
   Ensure consistency, accuracy, and version control across recurring reporting, forecasting, and planning deliverables
   Develop clear and concise analyses that translate complex financial information into actionable business insights
   Identify opportunities to streamline, standardize, and automate reporting processes while maintaining high-quality output and controls
3. Strategic Finance Support
   Support long-range planning activities through model maintenance, assumption updates, scenario analysis, and preparation of planning outputs
   Assist with strategic finance projects, including business case development, financial modeling, and operational analyses
   Support merger and acquisition activities through financial modeling, due diligence support, data gathering, and ad hoc analyses as needed
   Assist with monitoring and reporting on enterprise initiatives, including cost savings programs, operational improvement efforts, and other strategic priorities
   Partner with Finance leadership to identify emerging trends, risks, and opportunities across the organization.
   Support ad-hoc reporting, analyses, and special projects as assigned
4. Process Improvement & Cross-Functional Partnership
   Support and contribute to continuous improvement efforts related to forecasting, reporting, financial modeling, and recurring FP&A processes
   Work cross-functionally with Finance, Accounting, Operations, Shared Services, and Data & Analytics teams to improve reporting quality, forecast accuracy, and process efficiency
   Build strong working relationships across functions to gather inputs, validate assumptions, and support enterprise decision-making
   Promote best practices related to financial modeling, reporting discipline, documentation, and process management
   Exercise strong judgment, attention to detail, and discretion when working with sensitive financial and business information
5. Other Responsibilities
   Support finance-related projects from conception to implementation as assigned
   Perform other strategic, operational, financial, or analytical projects as assigned

Desired Qualifications & Experience

• 3+ years of progressive experience in FP&A, corporate finance, accounting, investment banking, private equity, consulting or related analytical roles
• Experience with Workday / Adaptive Planning is strongly preferred but not required; familiarity with other leading solutions such as Anaplan, Oracle EPM Cloud, OneStream, or Vena is preferred but not required
• Advanced proficiency in Excel; experience with Workday Financials and BI tools a plus
• Experience supporting multi-business-unit organizations, consolidated reporting environments, or corporate FP&A activities preferred
• Experience with data analytics tools (SQL, Python, R) a plus
• Strong written and verbal communication skills with the ability to effectively communicate financial concepts to both finance and non-finance audiences
• Highly adaptable with strong problem-solving skills and a continuous improvement mindset
• Bachelor’s degree in Finance, Accounting, Economics, or quantitative field; MBA, CFA or equivalent advanced degree or certification a plus
• Experience in healthcare services or business services industries preferred

Success factors/job competencies

• Commitment to organizational core values: Integrity, Compassion and Excellence
• Strong interpersonal and communication skills within a service environment
• Highly adaptable in a fast-paced environment with strong problem-solving and critical thinking skills
• Exercises accuracy, attention to detail, and discretion in handling sensitive information
• Builds effective working relationships and collaborates successfully across finance, accounting, operations, and shared services teams
• Organized and able to prioritize effectively to meet deadlines
• Demonstrates commitment to compliance and ethical standards

Physical demands and work environment

Must have use of sensory skills to effectively communicate and interact with other employees and the public through use of video conferencing, telephonic and face to face contact
Must have the capability to effectively use and operate various items of office related equipment such as but not limited to the computer, copier, scanner, camera, phone, headset, keyboard and mouse
Must be able to sit for long periods of time with low periods of reaching and standing

Location

Cincinnati, OH metropolitan area required. Office-oriented schedule with minimum 4 days per week in-office required with travel to other locations or Ingenovis Health offices as required to achieve objectives.

Reservation of rights

Essential functions contained within this job description are listed above; they are subject to change at any time due to reasonable accommodation or other reasons set forth by management.

Compensation Range

Compensation Range $90,600.00 - $113,300.00

• health
• dental
• vision
• FSA/HSA
• company-paid life insurance
• 401K with discretionary match
• paid time off
• paid parental leave
• tuition reimbursement

Ingenovis Health is an Equal Opportunity Employer.