Finance & Operations Analyst

Position Summary:

The Financial and Operational Analyst will play a key role in supporting strategic decision-making by delivering actionable insights through data analysis, reporting, and financial modeling. This position is responsible for identifying trends, variances, and improvement opportunities within financial and operational performance, with a focus on enhancing efficiency and driving results across the organization.

Key Responsibilities:

Financial Analysis & Modeling

• Perform in-depth financial analyses including forecasting, budgeting, variance analysis, and trend identification.
• Develop and maintain complex Excel-based financial models to support business planning and scenario analysis.
• Analyze financial and operational KPIs across departments and service lines.

Operational Reporting & Insights

• Design, build, and maintain dashboards and reports using Power BI or other BI tools to visualize performance and identify operational efficiencies.
• Track and report on key operational metrics such as patient throughput, resource utilization, revenue cycle indicators, etc.
• Provide data-driven insights to leadership to support continuous improvement initiatives.

Data Management & Reporting

• Extract and analyze data from multiple systems (EHRs, billing platforms, finance tools).
• Ensure accuracy, integrity, and timeliness of data used in reporting and decision-making.
• Collaborate with IT and data teams to enhance data accessibility and reporting infrastructure.

Cross-Functional Support

• Partner with clinical, operational, and administrative teams to understand business needs and provide analytical support.
• Participate in regular performance review meetings and strategic planning sessions.
• Translate complex data findings into clear, actionable recommendations for stakeholders.

Best Practices

• Stay updated on healthcare financial trends and analytic methodologies to bring best practices into the organization.

Required Qualifications:

• Bachelor’s degree in Finance, Accounting, Business Analytics, Economics, or related field.
• Minimum 2 years of relevant work experience in financial or operational analysis.
• Advanced Excel skills.
• Experience with Power BI (or other data visualization tools such as Tableau, QlikView).
• Strong financial modeling and data manipulation skills.
• Demonstrated ability to interpret data, identify trends, and present findings effectively.
• Excellent written and verbal communication skills.

Preferred Qualifications:

• Experience in a healthcare environment (provider, payer, ASC, hospital, etc.).
• Familiarity with healthcare billing, revenue cycle, or cost accounting.
• Knowledge of EHR or healthcare-specific systems (e.g., Epic, Athena, Cerner).
• Understanding of healthcare regulatory frameworks and value-based care models.

Key Competencies:

• Analytical thinking and problem-solving
• Business and financial acumen
• Attention to detail
• Cross-functional collaboration
• Adaptability and initiative
• Strong organizational skills