Sr Financial Analyst

Role and Responsibilities

Support clients in a variety of financial initiatives, working under the direction of the President or other Finance & Accounting Management.

Role and Responsibilities

• Evaluates key performance metrics to support value-based contracts, quality measures, the gap of care opportunities, patient engagement metrics, and other quality programs and initiatives
• Produces ongoing financial models to outline the cost of care for clinical networks based on the utilization of Healthcare Services by the patient population
• Develop, implement and deliver standardized reports, dashboards, executive-level summary reports, and presentations to effectively communicate program performance to operational leaders and stakeholders
• Works in client-facing roles, providing visibility and recommendations to clients to optimize financial performance
• Reviews complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes
• Conducts recurring financial reviews with clients to include current trends relative to historical performance, variance analysis & industry benchmarks
• Develops compensation models based on the inputs provided by clients’ senior management
• Evaluates managed care agreements and fee schedule analysis to provide recommendations to improve client revenue
• Creates proformas and financial forecasts to outline future profitability
• Client support related to various practice management systems and accounting inquiries
• Ad hoc analysis to provide clients margin analysis, staffing models, and budgeting
• Completes due diligence for Mergers and Acquisitions.
• Ability to define problems and identify solutions; possess strong time management skills
• Track and record time spent on client projects
• Developing and/or improving preliminary deliverables for client engagements
• Supports the team in producing quality and cost reporting
• Supports other team members when needed
• Plan and organize individual/team projects and responsibilities
• Coordinates with other business owners to plan and complete projects
• Monitor individual schedule, work priorities, and tasks
• Ability to gain the confidence of client personnel
• Have the ability to collect and organize data to draw valid conclusions with attention to detail.
• Able to collaborate and contribute as a strong team member, and have good communication skills, orally and in writing.
• Ability to communicate the financial performance and recommendations to client senior-level leadership.
• Follow guidelines on engagement as established by other team members who are leading the project effort

Qualifications and Requirements

• Bachelor’s Degree required
• Industry experience is required
• Minimum 3-4 years prior financial analysis work experience
• Strong knowledge of Excel & relational databases

Preferred Skills

• Knowledge of medical reimbursement methodology
• Previous experience working with an insurance payer
• Ability to model recommendations in Tableau or other Business Intelligence Tool