Description

Senior Financial Analyst - Healthcare Analytics

Center for Primary Care

Senior Financial Analyst

The Senior Financial Analyst is a new position within the CPC Finance team that will work closely with the CFO, Controller, and operational leaders to support financial and revenue cycle performance. This role focuses on building and improving data-driven financial and operational insights, supporting month-end close, recurring reporting, and strategic decision-making. The ideal candidate is intellectually curious, proactive, and skilled at translating complex datasets into actionable insights.

The role emphasizes revenue cycle analytics, financial reporting, and development of scalable reporting solutions, with the opportunity to evaluate and implement automation and emerging analytical tools, including AI where appropriate.

Key Responsibilities:

Essential Functions

Data & Analytics

• Extract, transform, and analyze data from multiple systems to support financial and operational analysis
• Build and maintain scalable data models and reporting tools, primarily using Excel and BI platforms
• Design and maintain dashboards focused on financial performance and revenue cycle metrics
• Ensure data accuracy, consistency, and clear documentation across reporting processes

Financial Reporting & Analysis

• Support month-end close processes, including preparation of recurring reports and variance analysis
• Develop and maintain standardized financial and operational dashboards
• Perform ad hoc analyses to support leadership decision-making
• Investigate drivers of financial performance, identifying trends, anomalies, and root causes

Revenue Cycle & Patient Accounts

• Perform detailed analyses related to patient accounts, collections, adjustments, and revenue recognition
• Support reconciliations between patient accounting systems, general ledger, and cash activity
• Identify and explain drivers of revenue cycle variances, including denials, payer performance, and process inefficiencies
• Participate in revenue cycle improvement initiatives and data validation efforts

Collaboration & Process Improvement

• Partner with accounting, revenue cycle, operations, IT, and clinical teams to improve data integrity and reporting efficiency
• Translate complex analyses into clear, actionable insights for leadership
• Identify opportunities to automate reporting and reduce manual processes
• Evaluate and support implementation of new tools and technologies that enhance reporting and analysis capabilities

Technical Skills

Required

• Advanced Excel skills (Power Pivot, Power Query, complex formulas, data modeling)
• Experience with financial reporting, variance analysis, and data interpretation
• Experience with BI tools (Power BI or similar)

Preferred

• SQL for data extraction and analysis
• Python for automation or data analysis
• Exposure to AI/ML tools and interest in applying them
• Familiarity with healthcare billing, patient accounting systems, or revenue cycle data structures

Key Competencies

• Eager and able to demonstrate alignment with CPC's mission statement, especially to "serve joyfully"
• Intellectual curiosity and a strong desire to understand the "why" behind the numbers
• Strong analytical and problem-solving skills with the ability to independently pursue answers
• Forward-thinking mindset with a focus on continuous improvement through technology-enabled solutions
• High attention to detail and data accuracy
• Ability to translate complex data into actionable insights
• Effective communication and collaboration across cross-functional teams

All essential functions must be performed. Reasonable accommodations may be made to enable individuals with qualified disabilities to perform the essential functionsThe above information is intended to describe the general nature and level of work being performed by people assigned to this job. It is not intended to be an exhaustive list of responsibilities, duties and skills required of personnel so classified. Examples listed do not preclude the performance of other duties similar in nature or in level of complexity.

Requirements

Qualifications for Success:

Education, License/Certification, and Experience Requirements

Education & Knowledge

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field required
• Strong understanding of financial statements, reconciliations, and analytical methodologies
• Foundational knowledge of healthcare finance and revenue cycle concepts preferred
• Demonstrated proficiency in at least one of SQL, Python, or BI tools required; experience in all preferred but not expected

Experience

• 3-6 years of experience in financial analysis, accounting, analytics, or related field (flexible based on technical skillset)
• Experience in healthcare finance, hospital systems, or physician group operations strongly preferred

AdditionalJobDetails:

This role is for you if you are eager to:

• Develop automated dashboards for key revenue cycle and financial performance metrics
• Identify and explain of drivers of variance in revenue, collections, and adjustments
• Reduce manual reporting through implementation of data automation tools
• Deliver actionable insights to leadership that improve operational and financial performance

WorkSetting:On-site, in a well-lighted office environment

Job Type: Full-Time

Schedule: Monday-Friday

Compensation: Market competitive base pay, commensurate with education and experience.