Finance Analyst

JOB SUMMARY

The Finance Analyst supports financial, operational, and enterprise data analytics for a large multi-specialty physician surgical practice. This role assists in developing financial models, maintaining dashboards, validating data across multiple systems, and preparing analyses that support executive leadership, physician partners, and operational teams. The position requires strong analytical skills, attention to detail, and the ability to communicate complex information clearly.

This role works under the direction of the Senior Financial Analyst and CFO, contributing to organizational performance through accurate reporting, data governance, and cross-functional collaboration.

RESPONSIBILITIES

Data Sourcing & Governance

• Map and maintain understanding of data sources across EMR, billing, HRIS, and financial systems.
• Track data flows and reconcile discrepancies to ensure accuracy and consistency.
• Partner with IT and Revenue Cycle teams to resolve data issues and maintain governance standards.
• Support documentation of reporting logic, definitions, and data lineage.

Reporting & Business Intelligence

• Build and maintain reports and dashboards supporting operations, quality, and finance.
• Assist in preparing monthly financial performance reports in collaboration with the Senior Financial Analyst.
• Produce administrative-level summaries with concise, decision-ready insights.
• Validate report accuracy and ensure dashboards remain effective and up-to-date.

Analytics & Financial Modeling

• Review and enhance existing analytics, including cost allocations and productivity models.
• Prepare trend, variance, and KPI analyses across clinical and financial performance areas.
• Support development of operational, quality, and financial models, including budgeting, forecasting, and cash-flow modeling.
• Assist with multi-year forecasting, real estate evaluation, and partner payout analysis.
• Create pro forma and scenario-based models for provider schedule changes, service-line development, and strategic initiatives.
• Ensure consistency of methodologies across all analytical models.

AI-Assisted Analytics & Automation

• Utilize AI-assisted tools to automate data validation, accelerate report development, and improve analytical accuracy.
• Identify opportunities to streamline workflows and reduce manual processes.

Cross-Functional Collaboration & Strategic Support

• Coordinate with Finance, Operations, IT, and Quality to support enterprise reporting and analytics needs.
• Provide data and insights for executive leadership, physician partners, and the Board.
• Support legal and contractual reviews by preparing financial impact analyses, as well as identifying operational or financial risks.

Professional Development & Systems Expertise

• Maintain working knowledge of organizational data systems and analytics tools (Tableau, Tableau Prep, SQL, etc.).
• Stay current on emerging AI and analytics technologies and integrate appropriate tools into workflows.
• Serve as a resource for data-driven decision support and analytical best practices. 

QUALIFICATIONS

• Bachelor’s degree in finance, Information Systems, Data Analytics, Healthcare Administration, or related field; master’s preferred.
• 3-5 years financial experience with preferably 2+ years of experience in financial or business analytics.
• Intermediate knowledge of US GAAP accounting principles.
• Working knowledge of CPT/HCPCS, ICD, revenue codes, HL7, HIPAA, and healthcare terminology.
• Experience with Tableau and advanced Excel skills.
• Multi-entity, multi-location healthcare experience preferred.
• Customer-service driven and comfortable working with diverse teams.
• Highly organized with strong time-management skills.
• Able to manage multiple tasks simultaneously.
• Skilled at communicating technical information to non-technical audiences.

PHYSICAL REQUIREMENTS

• Prolonged periods of sitting and computer work.
• Ability to review detailed financial documents and computer screens for extended periods.
• Manual dexterity to operate office equipment.
• Ability to occasionally lift files and office materials up to 15 pounds.
• Ability to communicate effectively in person, by phone, and electronically.