Sr. Financial Analyst

Description

CPIhealth is a multidisciplinary team dedicated to providing compassionate and comprehensive care to individuals experiencing chronic pain. With state-of-the-art facilities, advanced technology, and a collaborative environment, we offer a platform for healthcare providers to excel in their specialties while making a profound difference in the lives of those we serve. 

As you consider your next career move, we invite you to join us in redefining pain management through innovation, expertise, and a commitment to improving patient outcomes. Together, we can shape the future of healthcare and positively impact countless lives.

The Sr. Financial Analyst plays a crucial role in supporting the financial planning, budgeting, forecasting, and analytical needs of the organization. This role helps our finance and business leadership proactively manage and grow the business.

Essential Functions

Financial Analysis and Reporting:

• Prepares monthly, quarterly, and annual financial reports.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Develop and maintain financial models to support strategic planning and decision-making.
• Support the annual budgeting process, including the creation of detailed financial forecasts.
• Monitor and report on budget variances, providing insights and recommendations.
• Conduct ad hoc financial analysis as required to support business initiatives.
• Use SQL, R, or Python for advanced data analysis and financial modeling when necessary.
• Develop dashboard and insight to better communicate results, outcomes and actions to stakeholders.
• Performs other duties as assigned to support the mission, values, and strategies of CPIhealth.

Project Support and Leadership:

• Utilize Excel and Tableau Desktop to analyze and visualize financial data.
• Prepare presentations using PowerPoint to communicate financial insights to senior management.
• Collaborate in cross-functional project teams to deliver high-impact projects.
• Lead finance driven projects to drive innovation and process improvement.

Process Improvement and Continuous Improvement:

• Identify and implement process improvements to enhance the efficiency and accuracy of financial reporting.
• Leverage Tableau Prep to streamline data preparation and cleaning processes.
• Leverage technology to automate and streamline FP&A and Finance departments.

Requirements

• Bachelor's Degree in Finance, Accounting or Business Administration.
• 5+ years of operational finance and/or accounting experience including financial analysis and modeling.
• Strong problem-solving and analytical/statistical skills.
• General understanding of accounting practices and principles.
• Strong organizational, communication and analytical skills.
• Excellent judgment and ability to maintain confidential and meticulous records.
• The ability to contribute in a team environment and to provide excellent customer service while maintaining a positive attitude.
• The ability to work independently, meet internal and external deadlines and produce a consistently high-quality product.
• Proficient with all Microsoft Office programs, particularly Excel, Word, and PowerPoint.
• Proficient with Tableau preferred.