Sr. Financial Analyst

ingenovishealth; Cincinnati (OH); On-site; USD 85,000 - 125,000; Full time

Job summary

Ingenovis Health in Cincinnati is seeking a Senior Financial Analyst to drive enterprise FP&A, forecasting, reporting, and strategic analyses. This role partners with Finance leadership, Division Finance teams, Accounting, Operations, and Shared Services to support consolidated forecasting and long-range planning.

You will prepare executive financial analyses for the CFO, Board, and private equity sponsors, and contribute to model maintenance, variance analysis, and strategic decision support

Qualifications

• 3+ years of progressive FP&A experience in corporate finance.
• Experience building and maintaining financial models for forecasting and long-range planning.
• Experience preparing board materials and executive-level reporting.

Responsibilities

• Coordinate and support annual budgeting, forecasting, and reporting processes.
• Maintain and enhance financial models for planning, scenario analysis, and decision support.
• Partner with division finance teams to understand forecasts and risks; assist CFO and executives with reporting.
• Support Workday Adaptive Planning activities including roll-forwards, reporting, and model maintenance.
• Analyze key financial trends across revenue, gross profit, expenses, cash flow, and other enterprise metrics.
• Prepare insights for monthly reviews and strategic planning discussions.

Skills

Financial Planning & Analysis

Forecasting & Modeling

Executive Reporting

Variance Analysis

Cross-functional Collaboration

Education

Bachelor's degree in Finance/Accounting/Business

Tools

Workday Adaptive Planning

Excel

Power BI

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.

Essential Functions and Responsibilities:

• 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
• 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
• 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
• 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
• 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