Sr. Financial Analyst

Kids for the Future; Golden Valley (MN); On-site; USD 86,000 - 112,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401K

Paid time off

Job summary

Minneapolis Clinic of Neurology is seeking a seasoned FP&A professional to lead financial planning and analysis, close support, and performance monitoring. You will develop budgets, forecasts, and driver-based models, apply AI tools to finance workflows, and analyze provider profitability across departments.

The role requires 5+ years in financial analysis, a Bachelor's in Accounting/Finance, and strong Excel/data skills.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 5+ years of progressive experience in financial analysis and report writing.
• Strong understanding of healthcare reimbursement.
• Experience supporting budgeting, forecasting and month-end close processes.
• ERP experience (Sage Intacct preferred).
• Hands on use of Ai tools in a professional finance or accounting context, with applications to real workflows.

Responsibilities

• Prepare monthly management reporting packages including allocations and variance analysis.
• Perform routine and special analyses on revenues, expenses, visits, labs, and metrics.
• Analyze departments and service lines to identify financial risks or opportunities.
• Prepare annual revenue budgets, operating and capital budgets, and mid-year forecasts.
• Maintain driver-based financial models for volumes, productivity, payer mix, staffing, and costs.
• Develop profitability analyses for mid-levels, physicians, and other providers.
• Support monthly close with journal entries, reconciliations, and variance analysis.
• Identify employee eligibility for profit-sharing and calculate discretionary contributions.
• Coordinate annual operating and capital budgeting processes.
• Develop and track KPIs; build dashboards for performance monitoring.
• Serve as FP&A AI SME; pilot and evaluate AI use cases for reconciliations and forecasting.

Skills

Advanced analytics

Excel proficiency

Data analysis

Financial reporting

Communication skills

Attention to detail

Independent work

Budgeting

Education

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

Tools

Sage Intacct

AI tools

Job description

• Base Pay $86,195.00 - $111,941.00 / Year
• Employee Type Exempt
• Manage Others No

Financial Planning and Analysis

• Prepare monthly management reporting packages which may include revenue and expense allocations, stepdown allocations, pay formula, bookings reports, variance analysis and metrics.
• Prepare routine and special analyses, at the direction of the Director of Finance, to analyze key financial data pertaining to revenues, expenses, visits, labs, and other metrics.
• Analyze administrative departments and service lines highlighting any emerging underlying trends creating financial performance risk or opportunity.
• Prepare the annual revenue budget and stepdown, and assist, as requested, with the preparation of annual operating and capital budgets.
• Prepare a mid-year forecast for departments and service lines. Maintain driver-based financial models covering volume, provider productivity (e.g., wRVUs), payer mix, staffing, and operating expenses.
• Prepare profitability and other analyses for mid-levels, employee physicians, and other non-Shareholder providers.

Accounting & Close Support

• Provide support for the monthly close process, including journal entries, reconciliations and variance analysis.
• Determine employee eligibility into the Clinic profit-sharing plan and calculate the discretionary contribution
• Review general ledger activity for accuracy and proper coding across departments, service lines, and provider cost centers.
• Assist with revenue recognition, patient revenue and payer reconciliations, and analysis of net revenue against expected reimbursement.
• Analyze payroll and operating costs to ensure accuracy
• Investigate and explain variances to ensure transparency in reporting
• Coordinate annual operating and capital budgeting processes
• Other duties as assigned

Performance Monitoring

• Develop and track key financial and operational performance indicators
• Provide insights into performance drivers and trends
• Develop dashboards and enhance reporting and analytical tools to improve visibility and effectiveness of performance monitoring
• Analyze key performance and operational metrics- revenue per visit, cost per encounter, contribution margin by service line, and provider profitability

Finance and Accounting Ai Subject Matter Expertise

• Serve as the finance team's hands-on subject matter expert on applying AI and automation tools to Accounting and FP&A workflows.
• Identify, pilot, and evaluate AI use cases--automating reconciliations, variance narratives, forecasting, document and invoice processing, and ad hoc analysis.
• Develop practical prompts, workflows, and lightweight automations that improve accuracy and free the team from repetitive manual work.
• Establish and promote responsible- use guidelines for AI in finance, with attention to data privacy, PHI/HIPAA considerations, accuracy, and human review.
• Train and coach finance and accounting colleagues on effective, safe use of approved AI tools, and share best practices across the department.
• Stay current on emerging AI capabilities relevant to healthcare finance and recommend where they can add measurable value.

Requirements

Education and Experience:

• Bachelor's degree in Accounting, Finance, or related field
• 5+ years of progressive experience in financial analysis and report writing
• Strong understanding of healthcare reimbursement
• Experience supporting budgeting, forecasting and month- end close processes
• ERP experience (Sage Intacct preferred)
• Hands on use of Ai tools in a professional finance or accounting context, with applications to real workflows

Knowledge, Skills, and Abilities:

• Advanced analytical and problem-solving skills
• Strong knowledge of accounting principles and financial processes
• Advanced proficiency in excel and data analysis capabilities
• Ability to translate complex financial data into actionable insights
• Strong communication and interpersonal skills, both verbal and written
• High level of accuracy, organization and attention to detail
• Demonstrated ability to work independently, exhibit mature judgment and handle confidential information
• Ability to manage multiple priorities and meet deadlines
• Dedicated to providing excellent customer service

Summary

For over 70 years, the Minneapolis Clinic of Neurology has remained committed to exceptional, personalized care for patients and their families. The Minneapolis Clinic of Neurology is one of the largest physician-owned neurology clinics in the Midwest serving 55,000 patients every year. Subspecialities include Multiple Sclerosis, Alzheimer’s, dementia, stroke, sleep, headache, epilepsy, and other cognitive neurological disorders. Our holistic approach to patient care includes neuropsychology, infusion, physical therapy, occupational therapy, and neurodiagnostic services.

Additional Information

• Benefit Summary Full Time 30 hours+ are eligible for medical, dental, vision, 401K and time off