DOCS Health

Sr Financial Analyst

DOCS Health • $85K — $113K *
St. Paul, MN 55106In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting, Finance or equivalent education/experience
  • 5 years of experience in Finance, Accounting, or related areas
  • Advanced financial planning and performance analysis knowledge
  • Proficiency in financial reporting tools and systems
  • Strong analytical, problem-solving, and communication skills

Responsibilities

  • Analyze profit and loss performance and cash flow to identify business opportunities
  • Develop financial forecasts and models for strategic decision-making
  • Evaluate budget variances and recommend performance improvements
  • Research market conditions to assess impacts on financial plans
  • Prepare and present financial reports to leadership
  • Maintain management reporting packages for executive stakeholders
  • Lead cross-functional projects to enhance financial processes

Benefits

  • Full Medical, Dental, and Vision benefits
  • 401(k) Match Retirement Savings Plan
  • Paid Time Off (PTO)
  • Holiday Pay & Floating Holidays
  • Volunteer Time Off (VTO)
  • Educational Assistance Program
  • Full Paid Parental and Adoption Leave
  • Employee Assistance Program (LifeWorks)
  • Patterson Perks Program
Full Job Description
Job Summary
The Sr Financial Analyst is accountable for performing advanced financial analysis, forecasting, and modeling to support business planning, performance evaluation, and strategic decision-making. This role independently resolves complex financial issues, delivers actionable insights to leadership, and leads analytical initiatives that enhance organizational performance and financial outcomes.

Essential Functions
  • Analyze financial results, including profit and loss performance, cash flow, expenditures, investments, and rates of return to identify business risks, opportunities, and performance drivers
  • Develop forecasts, trend analyses, and financial models to support budgeting, long-range planning, and strategic business decisions
  • Evaluate variances from budgets, forecasts, and financial targets and recommend actions that improve financial and operational performance
  • Research economic, industry, and market conditions to assess potential impacts on business results, financial plans, and investment decisions
  • Prepare and present financial analyses, reports, and recommendations that support informed decision-making by business and executive leadership
  • Prepare and maintain monthly, quarterly, and annual management reporting packages and presentations for executive leadership, lenders, investors, and the Board of Directors, including key performance indicators and adjusted financial metrics
  • Lead and contribute to cross-functional projects that enhance financial planning, reporting effectiveness, analytical processes, and business performance
  • Comply with Company and department policies and standards; performs other duties as assigned


Minimum Requirements
  • Bachelor's Degree Accounting, Finance or equivalent education and/or experience
  • 5 years in Finance, Accounting, or related areas


Preferred Requirements
  • Experience supporting or leading implementations, upgrades, or optimization initiatives involving financial planning, reporting, consolidation, or enterprise business systems
  • Experience with financial planning, reporting, business intelligence, or data visualization platforms (e.g. OneStream, Workday), or similar technologies
  • Experience developing reporting solutions, dashboards, and automated processes that improve data accessibility, reporting efficiency, and decision support


Skills and Abilities
  • Advanced knowledge of financial planning, forecasting, budgeting, and performance analysis principles
  • Ability to interpret complex financial and operational information and translate findings into actionable business recommendations
  • Strong analytical and problem-solving skills with the ability to evaluate multiple variables and determine business impact
  • Effective verbal and written communication skills with the ability to present information clearly to leadership and cross-functional stakeholders
  • Ability to influence decisions through data-driven insights and well-supported recommendations
  • Strong attention to detail and commitment to accuracy in financial reporting and analysis
  • Ability to independently manage competing priorities and deliver results within established timelines
  • Demonstrated capability to lead analytical workstreams and contribute to cross-functional initiatives
  • Proficiency using financial reporting tools, financial systems, and spreadsheet applications to support analysis and decision-making


Physical and Cognitive Demands
  • Communicate/Hearing Frequently
  • Communicate/Talking Frequently
  • Learn New Tasks or Concepts Frequently
  • Make Timely Decisions in the Context of a Workflow Frequently
  • Complete Tasks Independently Constantly
  • Maintain Focus Constantly
  • Remember Processes & Procedures Constantly
  • Stationary Position (Seated) Constantly
  • Vision Constantly
  • Hand/Eye Coordination Occasionally
  • Bend Rarely
  • Complete Tasks in a Noisy Environment Rarely
  • Feeling/Grasping/Handling Rarely
  • Move/Traverse Rarely
  • Repetitive Motions Rarely


Working Environment
  • Hazards Occasionally


Environmental Conditions
  • Office: This position primarily operates in a professional office environment in which team members occupy desks in assigned areas or at meeting/collaboration spaces within the building. The building's primary work areas consist of desks, chairs, computers, and other office equipment and devices for professional services.
  • Remote: This position primarily completes work from a remote setting, most commonly, a home office. This may be referenced as flexible workplace.


Travel Requirements
  • This position does not require travel


What's In It For You:

We provide competitive benefits, unique incentive programs and rewards for our eligible employees:
  • Full Medical, Dental, and Vision benefits and an integrated Wellness Program
  • 401(k) Match Retirement Savings Plan
  • Paid Time Off (PTO)
  • Holiday Pay & Floating Holidays
  • Volunteer Time Off (VTO)
  • Educational Assistance Program
  • Full Paid Parental and Adoption Leave
  • LifeWorks (Employee Assistance Program)
  • Patterson Perks Program


The potential compensation range for this role is below. The final offer amount could exceed this range, based on various factors such as candidate location (geographical labor market), experience, and skills.

$85,500.00 - $113,966.67

About DOCS Health

Dentrust Optimized Care Solutions provide direct and on-location health services through fixed-clinic settings, mobile treatment centers, telemedicine, portable deployment models, emergency response, case management, and a variety of comprehensive health, dental, and specialty care.

DOCS Health Careers

Joining DOCS Health presents an unparalleled opportunity to become part of a leading team of professionals dedicated to healthcare excellence. DOCS Health is renowned for its commitment to innovation, leadership in the medical field, and a culture that actively supports diversity and professional growth.

Explore Job Opportunities

DOCS Health offers a variety of job opportunities that cater to a range of skills and professional interests. Whether one is seeking a position in healthcare administration, patient care, or medical research, DOCS Health provides a platform where career aspirations turn into reality.

Internship Programs

For those at the beginning of their professional journey, DOCS Health’s internship programs offer a robust foundation in the healthcare industry. Interns gain invaluable experience, working alongside seasoned professionals and engaging in projects that enhance their skills and expand their understanding of the medical field.

Employment Benefits

Choosing a career at DOCS Health means access to outstanding benefits. The company is committed to the well-being of its team members, offering comprehensive health benefits, retirement plans, and generous paid time off. Additionally, employees enjoy continuous learning opportunities through professional development and diversity training programs.

Cultivating a Culture of Growth and Innovation

At DOCS Health, fostering a culture of growth and innovation is paramount. The company encourages its team to pursue innovation in every task and project. With a supportive network and access to cutting-edge technology, team members can explore new ideas and approaches, driving forward the standards of healthcare.

Leadership and Development

Leadership development is a cornerstone of DOCS Health’s commitment to its employees. Through targeted training and real-world application, employees enhance their leadership skills, preparing them for advanced roles within the company. This focus on leadership cultivates a team that is ready to meet challenges and excel in their careers.

Networking and Professional Development

Networking opportunities abound at DOCS Health, with numerous events and platforms that connect employees with industry leaders and peers. These interactions are vital for professional growth and innovation, offering insights and opportunities that are integral to career advancement.

Hiring Process

The hiring process at DOCS Health is designed to be transparent and engaging. Candidates can expect a thorough interview process where they can showcase their skills and learn about the company’s values and expectations. Interested candidates should prepare their resume to reflect relevant experience and skills, tailored to the position they are applying for.

Join the DOCS Health Team

Explore the career pages and current job listings to find where skills and interests align with the needs of DOCS Health. Positions are available for those passionate about making a difference in healthcare and eager to join a team that values hard work and creativity.

Stay Connected with DOCS Health Careers

Keep up to date with the latest from DOCS Health by following the careers blog. Gain insights from insiders, learn about new job openings, and get tips for your next interview or networking event.

Job Alert Emails

Personalize your subscription to receive job alerts and the latest news from DOCS Health. Tailored updates will keep potential candidates informed about new opportunities and developments within the company.

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Learn more about DOCS Health
Size
251 employees
Industry
Healthcare
* Ladders Estimates

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