Sr. Financial Analyst

Minneapolis Clinic of Neurology; Golden Valley (MN); On-site; USD 90,000 - 130,000; Full time

Job summary

Minneapolis Clinic of Neurology is seeking an FP&A professional to lead monthly management reporting, budgeting, forecasting, and KPI analysis across revenue, visits, labs and operating costs.

The role emphasizes building driver-based models, dashboards, and AI-enabled finance workflows while ensuring accuracy, compliance with PHI considerations, and clear financial narratives for leadership.

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 context.

Responsibilities

• Prepare monthly management reporting packages including revenue/expense allocations, stepdown allocations, bookings, variance analysis and metrics.
• Carry out routine and special analyses on revenues, expenses, visits, labs and other metrics as directed by the Director of Finance.
• Analyze departments and service lines to identify trends impacting financial performance.
• Assist with annual revenue budget, stepdown, operating and capital budgets.
• Develop mid-year forecasts with driver-based models covering volume, staffing and costs.
• Prepare profitability analyses for mid-levels and other providers.

Skills

Analytical skills

Communication

Problem solving

Independence

Multi-priority management

Education

Bachelor's degree in Accounting or Finance

Tools

Sage Intacct

Excel

AI tools

Job description

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.

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