Job Description

CPIhealth is seeking a motivated and detail-oriented Sr. Financial Analyst to join our dynamic finance team. This role is ideal for individuals with 5+ years of experience in financial and/or accounting who possess strong problem-solving and analytical skills and a passion for healthcare finance. The Sr. Financial Analyst will play a crucial role in supporting the financial planning, budgeting, forecasting, and analytical needs of the organization.

Responsibilities

Financial Analysis and Reporting:

· Prepare of 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.

· Work as a team 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.

Qualifications

· 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.

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