Financial Analyst II

Responsibilities

• Lead advanced financial analysis and reporting to support strategic initiatives, capital planning, and organizational goals.
• Develop and maintain sophisticated financial models for cash forecasting, capital planning, treasury management, and scenario analysis.
• Conduct benchmarking, KPI analysis, and variance reporting to identify trends, risks, and opportunities.
• Oversee budgeting processes, cost accounting, and productivity standards; provide recommendations for process improvements.
• Lead or coordinate complex financial projects, including business development assessments, program reviews, and reconciliation variances.
• Mentor accounting staff, provide financial systems training, and support professional development within the finance team.
• Develop presentations in PowerPoint to present complex financial information and recommendations to senior leadership; collaborate cross‑functionally with internal departments and external stakeholders.
• Drive process improvements and implement best practices in financial analysis, reporting, and systems utilization.
• Create insurance agreement overview documents to summarize Value Based Contracts.
• Review value‑based care payments to ensure they are paid in accordance to contractual requirements and reconcile to cash and accrual transactions.

Bachelor’s degree in finance, Accounting, Business, or related field.

Minimum of 5 years of progressive experience in financial analysis or accounting, with demonstrated leadership or project management experience.

• Advanced analytical, problem‑solving, and organizational skills.
• Strong communication and presentation abilities.
• Proficiency in Microsoft Office, including advanced experience with Excel and PowerPoint.
• Ability to work independently and as part of a team in a fast‑paced environment.
• Detail‑oriented, able to manage multiple priorities, and meet deadlines.

Office-based, with occasional travel. Ability to handle confidential information and work under pressure.

• Master’s degree or CPA preferred.
• CPA, CMA, or CFP preferred.
• Healthcare experience preferred, including previous experience with Managed Care and Value Based Arrangements.

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.