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Senior Analyst, Finance
Employer Direct Healthcare. Own the enterprise forecasting model day to day, including data updates, formula integrity, version control, and documentation .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling, including the ability to build three-statement models and perform detailed financial analyses. Proficient in Excel and financial software, with a strong focus on delivering accurate and insightful financial reporting.
Highest-signal resume keywords
Financial ModelingExcel ProficiencyThree-Statement Model DevelopmentFinancial Software ExperienceKPI Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisData UpdatesFormula IntegrityVersion ControlBudget Process SupportMarket SizingCost-Benefit AnalysisROI AnalysisAutomated ReportingAttention to Detail
Soft Skills
Independent OwnershipCollaboration
Tools & Technologies
NetSuitePower BIAI Tooling
Industry Keywords
FP&AHealthcare Services
About the role
Key responsibilities & impact- Own the enterprise forecasting model day to day, including data updates, formula integrity, version control, and documentation
- Support the Director, Finance on evolving the enterprise model by applying new drivers, testing model logic against actuals, and validating updates
- Support the annual budget process by building schedules, engaging business leaders, consolidating department inputs, and refining the 2027+ operating profile
- Build and automate monthly financial insights presentations and KPI reporting
- Develop market sizing, cost-benefit, and ROI analyses for leadership go/no-go decisions on partnerships, operational enhancements, technology investments, and capital allocation
- Report to the Director, Finance
Requirements
What you’ll need- 2-5 years in FP&A or a finance analyst role
- Strong Excel and financial modeling skills
- Ability to build a three-statement model
- High attention to detail while also considering the “so what” of the company’s core financial challenges
- Comfortable owning a recurring deliverable independently, with minimal oversight, once ramped
- Experience with financial software (e.g., NetSuite) and reporting tools (e.g., Power BI)
- Healthcare or healthcare services experience is a plus
- Experience using AI tooling (e.g., Claude) to optimize workflows a plus
Benefits
Comp & perks- Medical Insurance
- Dental Insurance
- Vision Insurance
- Short & Long Term Disability
- Life Insurance
- 401k with company match
- Paid Time Off
- Paid Parental Leave
- Bonus