Senior Financial Analyst

Job Description - Senior Financial Analyst

Our client is seeking a Senior Financial Analyst to support the finance function across treasury, budgeting, cash forecasting, and M&A integration. This role is designed to provide leverage to senior finance leadership as the company scales its multi-site clinic network and will take ownership of high-value analytical and operational workstreams currently managed at the leadership level. This is not a traditional accounting role — the position does not include journal entry preparation, month-end close, or GL maintenance — and is instead focused on forward-looking financial analysis, planning, and execution support.

This is an excellent opportunity for a high-performing analyst looking to build broad exposure across corporate finance, treasury, and M&A in a fast-growing, PE-backed healthcare services company.

Key Responsibilities

Own significant portions of the annual budgeting process, including calendar management, template distribution, and consolidation across departments/clinics

Build and maintain variance analysis (budget vs. actual) for monthly management reporting

Support ad hoc financial modeling for strategic initiatives (org structuring, new service lines, capital projects)

Support daily cash positioning and short-term liquidity management across bank accounts and entities

Assist with cash forecasting models (13-week rolling forecast, longer-term liquidity projections)

Help monitor covenant compliance and credit facility utilization

Support banking relationship administration (account management, signer updates, reporting requests)

Support closing statement preparation and net working capital true-up analysis for acquisitions and divestitures

Assist with financial due diligence workstreams on new transactions

Own or co-own post-close integration tracking (financial systems, reporting cadence, synergy tracking)

Coordinate with cross-functional integration teams (IT, HR, Revenue Cycle) to track integration milestones

Prepare recurring and ad hoc financial analysis for leadership, board, and sponsor reporting

Support special projects (supply chain/GPO analysis, payroll/HRIS transitions, financial systems initiatives)

Assist in developing and maintaining financial dashboards and reporting infrastructure

What This Role Is Not

No journal entry preparation, account reconciliation, or month-end close responsibilities

No day-to-day accounts payable or vendor payment processing

Not a compliance/audit-focused role (though will interface with audit as needed for treasury/FP&A schedules)

Qualifications

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

3-6 years of experience in corporate finance, FP&A, investment banking, transaction advisory, or a related analytical finance role

Advanced Excel modeling skills (three-statement modeling, scenario/sensitivity analysis)

Strong analytical and problem-solving skills with high attention to detail

Excellent written and verbal communication skills; comfortable presenting analysis to senior leadership

Preferred

Experience in healthcare services, multi-site/multi-entity organizations, or PE-backed companies

Exposure to M&A processes (diligence, closing mechanics, integration)

Familiarity with treasury operations and cash management

Experience with financial systems (Sage Intacct, NetSuite, or similar) and/or data tools (SQL, Databricks, Power BI/Tableau)

MBA or progress toward CFA/CPA a plus but not required (note: not a CPA-track accounting role)

Original job Senior Financial Analyst posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Share Job

Get your Resume Reviewed for Free

Similar Senior Financial Analyst Jobs in the US

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Senior Financial Analyst

Job Description - Senior Financial Analyst

Similar Senior Financial Analyst Jobs in the US

Mobile Apps