Position Summary:
The Financial and Operational Analyst will play a key role in supporting strategic decision-making by delivering actionable insights through data analysis, reporting, and financial modeling. This position is responsible for identifying trends, variances, and improvement opportunities within financial and operational performance, with a focus on enhancing efficiency and driving results across the organization.
Key Responsibilities:
Financial Analysis & Modeling
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Perform in-depth financial analyses including forecasting, budgeting, variance analysis, and trend identification.
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Develop and maintain complex Excel-based financial models to support business planning and scenario analysis.
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Analyze financial and operational KPIs across departments and service lines.
Operational Reporting & Insights
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Design, build, and maintain dashboards and reports using Power BI or other BI tools to visualize performance and identify operational efficiencies.
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Track and report on key operational metrics such as patient throughput, resource utilization, revenue cycle indicators, etc.
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Provide data-driven insights to leadership to support continuous improvement initiatives.
Data Management & Reporting
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Extract and analyze data from multiple systems (EHRs, billing platforms, finance tools).
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Ensure accuracy, integrity, and timeliness of data used in reporting and decision-making.
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Collaborate with IT and data teams to enhance data accessibility and reporting infrastructure.
Cross-Functional Support
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Partner with clinical, operational, and administrative teams to understand business needs and provide analytical support.
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Participate in regular performance review meetings and strategic planning sessions.
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Translate complex data findings into clear, actionable recommendations for stakeholders.
Best Practices
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Stay updated on healthcare financial trends and analytic methodologies to bring best practices into the organization.
Required Qualifications:
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Bachelor’s degree in Finance, Accounting, Business Analytics, Economics, or related field.
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Minimum 2 years of relevant work experience in financial or operational analysis.
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Advanced Excel skills.
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Experience with Power BI (or other data visualization tools such as Tableau, QlikView).
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Strong financial modeling and data manipulation skills.
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Demonstrated ability to interpret data, identify trends, and present findings effectively.
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Excellent written and verbal communication skills.
Preferred Qualifications:
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Experience in a healthcare environment (provider, payer, ASC, hospital, etc.).
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Familiarity with healthcare billing, revenue cycle, or cost accounting.
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Knowledge of EHR or healthcare-specific systems (e.g., Epic, Athena, Cerner).
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Understanding of healthcare regulatory frameworks and value-based care models.
Key Competencies:
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Analytical thinking and problem-solving
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Business and financial acumen
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Attention to detail
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Cross-functional collaboration
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Adaptability and initiative
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Strong organizational skills
