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Financial Analyst
Midi Health. Maintain and update monthly financial models, rolling forecasts, and annual budget templates .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, including proficiency in Microsoft Excel for financial modeling and reporting. Capable of maintaining data integrity and supporting operational analysis within a virtual healthcare platform.
Highest-signal resume keywords
Financial AnalysisMicrosoft Excel ProficiencyBudgeting and ForecastingFinancial ReportingData Integrity
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 ModelingVariance AnalysisData CleaningFinancial Statement AnalysisBasic Accounting Concepts
Soft Skills
Excellent Communication SkillsStrong Organizational SkillsAttention to Detail
Tools & Technologies
FP&A SoftwareBI Reporting Tools
Industry Keywords
Corporate FinanceVirtual HealthcareOperational Efficiency
About the role
Key responsibilities & impact- Maintain and update monthly financial models, rolling forecasts, and annual budget templates
- Support monthly and quarterly financial close processes through budget-vs-actual variance analyses
- Surface key operational trends
- Prepare and distribute routine financial reporting packages and operational dashboards for leadership and department heads
- Partner with Accounting on expense tracking and HR on headcount updates against budget
- Gather and clean data for provider capacity planning, clinical visit volume trends, and operational efficiency analyses
- Assist in testing, implementing, and maintaining FP&A software and BI reporting tools
- Ensure data integrity and confidentiality across financial systems and reporting outputs
- Support financial planning, reporting, and operational analysis across Midi Health's virtual healthcare platform
- Report to the Director, Finance and collaborate with corporate finance and clinical operations
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Business, or Economics, or equivalent experience
- 1+ years of relevant experience in financial analysis, corporate finance, or accounting (strong internship experience included)
- Core proficiency in Microsoft Excel, including formulas, VLOOKUP/XLOOKUP, pivot tables, and basic financial modeling
- Foundational understanding of financial statements (Income Statement, Balance Sheet, Cash Flow) and basic accounting concepts
- Excellent written and verbal communication skills with the ability to summarize financial data clearly
- Strong organizational skills with sharp attention to detail
- Must be authorized to work in the United States without current or future sponsorship needs
Benefits
Comp & perks- Equity
- Health insurance
- Dental insurance
- Vision insurance
- Flexible vacation
- Paid time off
- Paid holidays
- Work-from-home stipend