Sr. Financial Analyst

Jobot; Fort Worth (TX); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K profit sharing

Paid time off

Paid holidays

Job summary

Jobot is seeking a Sr. Financial Analyst in Fort Worth, TX for a hybrid, permanent role. You will build and refine financial models, forecast revenues and costs, and lead budgeting efforts to support strategic decisions.

The position reports to the Director of Finance and focuses on healthcare finance operations. The role requires 3+ years of financial analysis, a Bachelor’s in a related field (Master’s or CFA/CPA a plus), and hands-on Workday Adaptive experience.

Qualifications

• Bachelor's degree required; Master’s or CFA/CPA a plus.
• A minimum of 3 years of financial analysis experience, preferably in Healthcare.
• Proven expertise in financial modeling, forecasting, and budgeting.
• Hands-on experience with Workday Adaptive or similar financial planning software.
• Strong understanding of operational cost management.

Responsibilities

• Develop, maintain, and improve financial models to support strategic initiatives, business operations, and investment decisions.
• Utilize Workday Adaptive to prepare and analyze financial reports, identifying trends, variances, risks, and opportunities.
• Lead the annual budgeting process, coordinating with departments and preparing budget presentations.
• Provide accurate forecasting of revenues and expenses to inform business leaders.
• Track and analyze operational costs, identifying opportunities for cost savings and efficiency improvements.
• Present complex financial information and concepts to non-financial stakeholders.
• Partner with cross-functional teams to provide financial insights and recommendations.

Skills

Financial modeling

Forecasting

Budgeting

Cost management

Stakeholder communication

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Master's degree or CFA/CPA certification

Tools

Workday Adaptive

Job description

Sr. Financial Analyst

$80000 - $100000 per year | Fort Worth, TX | Hybrid | Permanent

Financial Analyst Needed in Ft. Worth // Rapidly Growing Company // Hybrid

A bit about us:

A network of best-in-class physicians who have joined together to provide superior clinical outcomes for our patients

Why join us?

The people are the best in the industry, and that results in a great working environment. We offer a complete benefits package to all qualifying employees, including medical, dental, vision insurance, 401K profit sharing, paid time off, paid holidays, and additional optional benefits.

Job Details

We are seeking a Financial Analyst to join our growing team. The successful candidate will play a crucial role in providing financial insights to support strategic decision-making, driving operational efficiency, and achieving business objectives. The Financial Analyst will report directly to the Director of Finance and will be responsible for financial modeling, forecasting, annual budgeting, and managing operational costs.

Responsibilities

• Develop, maintain, and improve financial models to support strategic initiatives, business operations, and investment decisions.
• Utilize Workday Adaptive to prepare and analyze financial reports, identifying trends, variances, risks, and opportunities
• Lead the annual budgeting process, including setting timelines, developing guidelines, coordinating with various departments, and preparing budget presentations
• Provide accurate forecasting of revenues and expenses to inform business leaders and support strategic planning
• Track and analyze operational costs, identifying opportunities for cost savings and efficiency improvements
• Present complex financial information and concepts in a clear and concise manner to non-financial stakeholders
• Partner with cross-functional teams to provide financial insights and recommendations to drive business performance

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field. A Master's degree or professional certification (such as CFA or CPA) is a plus
• A minimum of 3 years of experience in financial analysis, preferably in the Healthcare industry
• Proven expertise in financial modeling, forecasting, and budgeting
• Hands-on experience with Workday Adaptive or similar financial planning software
• Strong understanding of operational cost management

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.