Sr Financial Analyst

Healthtech Inc; Northern (KY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Remote work

Up to 5% travel

Inclusive culture

Job summary

Senior Financial Analyst role supporting the Finance function across reporting, analysis, forecasting, budgeting and business partnering activities. The position focuses on accurate, timely finance support to help partners understand performance and drive financial priorities.

Key responsibilities include weekly reporting, month-end analysis, budgeting, forecasting, and ad hoc reporting for Finance leadership, with opportunities to automate processes and leverage AI tools where appropriate.

Qualifications

• Bachelor’s degree in accounting, finance or a related field.
• 3 to 5+ years’ experience in financial analysis, accounting, FP&A or related field.
• Strong Excel skills with structured reporting files, formulas, lookups and large data sets.
• Experience with ERP/CRM systems (Workday, Salesforce, NetSuite) is beneficial.
• Curiosity and desire to automate reporting processes, including AI where relevant.

Responsibilities

• Own weekly reporting and month-end analysis, ensuring outputs are accurate and clearly explain performance.
• Support monthly forecasting and annual budgeting with data preparation and stakeholder follow-up.
• Analyze revenue, cost, margin, utilisation, headcount, pipeline and profitability against budget/forecast.
• Prepare finance commentary, reporting packs and presentations for senior stakeholders.
• Prepare ad hoc reports for Finance leadership as requested.
• Identify opportunities to simplify, improve and automate reporting processes, including AI where appropriate.

Skills

Advanced Excel

Financial analysis

Forecasting

Attention to detail

Problem solving

Stakeholder communication

Education

Bachelor's degree in accounting, finance or related field

Tools

Workday

Salesforce

NetSuite

Power BI

Power Query

Job description

The Senior Financial Analyst will support the Finance function across reporting, analysis, forecasting, budgeting and business partnering activities. The role will provide accurate, timely and practical finance support to help business partners and divisions understand performance, make informed decisions and deliver against their financial priorities.### ## **Key responsibilities*** Own weekly reporting and month-end analysis, ensuring outputs are accurate, timely and clearly explain business performance.* Support monthly forecasting and annual budgeting, including data preparation, analysis, commentary and stakeholder follow-up.* Analyse revenue, cost, margin, utilisation, headcount, pipeline and profitability performance against budget and forecast.* Help prepare clear finance commentary, reporting packs, presentation decks and communications for business partners, divisions and senior stakeholders.* Prepare ad hoc reports for Finance leader and other management as requested.* Identify opportunities to simplify, improve and automate reporting processes over time, including the practical use of AI and reporting tools where appropriate.### ## **Skills and experience*** Bachelor’s degree in accounting, finance or a related field, or equivalent practical experience.* 3 to 5+ years’ experience in financial analysis, accounting, FP&A, commercial finance or a related field.* Strong Excel skills, including working with structured reporting files, formulas, lookups, reconciliations, data checks and large data sets.* Good understanding of accounting principles, revenue, cost, margin, utilisation, headcount and forecast reporting.* Experience with integrated financial, operational or reporting systems. Workday, Salesforce/SFDC, NetSuite or similar systems would be beneficial.* Working knowledge of Power BI, Power Query or similar reporting tools is desirable, but not essential from day one.* Curiosity and a clear desire to improve, automate and simplify reporting processes over time, including a willingness to use AI to support analysis and process improvement.* Strong analytical and problem-solving skills, with good attention to detail and a focus on data accuracy.* Ability to explain financial information clearly to finance and non-finance stakeholders.## **Additional Details*** Remote* Up to 5% travel**Nordic is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, marital or veteran status, or any other protected status under applicable federal, state, or local laws. We encourage individuals of all backgrounds to apply, including women, minorities, individuals with disabilities, and veterans.**