Senior Financial Analyst Lead

2 weeks ago

Indianapolis, Indiana, United States ROI Search Group Full time
Job Overview

We are seeking a Senior Financial Analyst Lead to become a key member of a leading healthcare organization. This role operates in a hybrid environment, typically requiring in-office presence once a week, with occasional on-site participation during training and as business needs arise.

The Senior Financial Analyst Lead is essential in supporting the financial team by delivering critical insights through analysis, reporting, and financial projections to facilitate operational and strategic decision-making. This position provides analytical and consultative support to departmental and service line management, along with key stakeholders. By examining a wide array of data sets—including financial, operational, clinical, and economic—the analyst aids in guiding strategic and operational choices. The role entails interpreting intricate financial and relevant data regarding costs, pricing, expenses, revenues, and various clinical and operational metrics to offer recommendations to senior leadership.

Key Responsibilities:

  • Assist in the creation of monthly financial reports to accurately summarize and forecast the organization’s financial status.
  • Coordinate the analysis of records, trends, costs, revenues, expenses, and budget variances.
  • Support cash management operations and contribute to the development of the annual operational budget.
  • Facilitate the preparation of quarterly and year-end financial statements as required by regulatory bodies.
  • Deliver advanced financial and analytical support to enhance the effectiveness of reporting, planning, and forecasting activities, streamlining processes, and improving information to drive value.
  • Act as a liaison to management, connecting various financial service areas.
  • Manage financial duties including:
  • Budgeting and Forecasting: Prepare the annual budget and conduct monthly assessments. Analyze data, identify trends, and provide recommendations. Develop complex budget scenarios and long-term financial plans for reporting and presentations.
  • Data Analysis and Reporting: Conduct in-depth analysis of complex data, synthesize results, identify trends, design and execute ad-hoc reports, prepare presentation materials, and potentially present findings to management.
  • Project and Change Management: Lead and implement significant projects and change initiatives, collaborating with cross-functional teams.
  • Client and External Relations: Serve as the subject matter expert, representing the organization to external partners and client groups. Work with new financial systems and support organizational strategies.
  • Problem Resolution and Process Improvement: Identify and resolve significant issues using advanced technical and financial knowledge and recommend solutions that may involve the development of new processes.
  • Perform other duties as assigned to maintain the efficient operations of the department and the organization as a whole.

Required Qualifications:

  • Bachelor's Degree in Finance or a related field is preferred.
  • A minimum of three (3) years of relevant financial or operational analysis experience.
  • Three (3) years of experience in the healthcare sector is preferred.

Experience:

  • A blend of strong analytical skills, strategic and financial planning, and effective communication to enhance operational efficiency and achieve the organization’s financial goals.
  • Proven ability to manage multiple projects simultaneously while independently solving problems.
  • Extensive analytical experience working with complex data sets.
  • Strong experience collaborating closely with all levels of management.

Benefits:

This position offers competitive compensation along with comprehensive health insurance, including dental and vision coverage. The organization also provides a 401(k) retirement plan with generous matching contributions. Recognizing the importance of work-life balance, the company offers a comprehensive PTO package for team members. Employees are eligible for a variety of additional benefits, including life insurance, short-term and long-term disability insurance, accidental death & dismemberment insurance (AD&D), accident & critical illness insurance, paid medical leave, health savings account (HSA) & flexible spending account (FSA), employee assistance program (EAP), and tuition reimbursement.

About ROI Search Group:

ROI Search Group is a woman-led staffing firm dedicated to providing comprehensive staffing solutions, including direct hire, contract, and contract-to-hire services, along with specialized and executive searches. Our unique methodology enables us to attract top talent and support candidates' career progression, aligning with our clients' and candidates' priorities to create mutual success.

At ROI Search Group, we are committed to fostering a workplace that values and celebrates diversity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. We embrace the principles of equal employment opportunity and encourage all qualified candidates to explore career opportunities with us. We believe that a diverse and inclusive workforce enhances our creativity, innovation, and overall success. Join us in our commitment to equality and opportunity.

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