Senior Financial Analyst

Position Overview:

The Senior Financial Analyst is responsible for leading complex FP&A initiatives, providing strategic insight, and serving as a key business partner to department leaders. This role owns cross-functional financial analysis, forecasting, and modeling, and delivers executive-ready insights that influence operational and strategic decisions. The SFA mentors junior analysts, drives process improvements, and ensures accuracy and consistency across high-impact financial deliverables.  

 

Key Responsibilities

Financial Planning & Forecasting

  • Lead forecasting, budgeting, and long-range planning for assigned business areas or product lines.

  • Develop and maintain complex financial models to support business strategy, scenario planning, and decision-making.

  • Analyze revenue, margin, and expense performance, identifying trends and actionable insights for leadership.

  • Evaluate initiatives, contracts, and investment opportunities and provide recommendations.

Cross-Functional Business Partnering

  • Serve as a primary finance partner to multiple departments, helping leaders interpret results and make informed decisions.

  • Present financial analyses and insights to business leaders and senior stakeholders in a clear and concise manner.

  • Collaborate with operations, sales, managed care, and pharmacy teams to support strategic initiatives.

Financial Modeling & Data Management

  • Build, maintain, and enhance advanced financial models that drive decision-making.

  • Ensure integrity of data across Great Plains/Dynamics 365, SQL, Power BI, and Excel sources.

  • Lead process improvements in modeling, reporting, and data analysis to increase efficiency and scalability.

Mentorship & Process Leadership

  • Mentor junior team members in modeling, reporting, and business partnering skills.

  • Champion best practices for reporting, documentation, and workflow management.

  • Identify and implement process improvements that enhance the quality, speed, and impact of FP&A deliverables.

Qualifications

  • Bachelor’s degree in Finance, Accounting, or related field.

  • 3+ years of progressive FP&A experience; healthcare or specialty pharmacy experience preferred.

  • Advanced financial modeling and Excel skills; proficiency with Power BI or other reporting/BI tools.

  • Strong demonstrated analytical, problem-solving, and communication skills.

  • Proven ability to manage multiple priorities and projects independently.