Job Description

Note: This role is primarily remote. Would just be quarterly visits on site to the Dallas area for a quarterly meeting. Rest can be done remotely!

Previous healthcare experience is required.

As a Finance Analyst, you will be a critical member of our Finance team - contributing to budgeting, forecasting, reporting, and analysis efforts that drive smart, data-informed decisions across the organization. You’ll work closely with cross-functional leaders to track performance, analyze financial trends, and provide actionable insights to support our mission of delivering high-quality care.

Key Responsibilities:

• Assist in the preparation of monthly forecasts and the annual budget
• Analyze budget-to-actual variances and provide clear explanations
• Maintain and improve financial models to support reporting and planning
• Generate monthly management reports for leadership review
• Conduct ad hoc financial analyses as requested
• Support month-end close activities and ensure reporting accuracy
• Assist with creation of board and executive presentation materials
• Conduct basic profitability and performance analysis

Performance Expectations (Outcomes):

• Demonstrate proficiency in existing reporting and forecasting models within 90 days
• Enhance model functionality and reporting efficiency within 180 days
• Deliver actionable variance analysis that supports business decisions
• Contribute to month-end close within established timelines
• Build strong relationships with business unit leaders to support financial planning
• Identify and resolve financial reporting discrepancies in a timely manner

What We Are Looking For:

Required Qualifications:

• Bachelor’s degree in Finance or Accounting highly preferred
• Minimum 2 years of experience in financial planning & analysis or corporate finance
• Proficiency in Microsoft Excel; experience with modeling preferred
• Well-versed in creating and building financial models
• Exposure to budgeting, variance analysis, and reporting tools
• Basic knowledge of accounting principles highly preferred
• Strong attention to detail and accuracy
• Ability to work independently and meet deadlines in a fast-paced environment

Preferred Experience:

• Experience with financial software and enterprise resource planning (ERP) systems
• Familiarity with data visualization tools (e.g., Power BI)
• Experience working in a multi-site or healthcare environment is a plus

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