The Financial Analyst supports financial planning, analysis, and reporting activities in a scaling, operations-driven environment. This role focuses on base-level budgeting, staffing and payroll tracking, forecasting support, and financial reporting, while partnering closely with finance leadership and operations staff. This position is designed for a developing analyst seeking growth in FP&A and operational finance with increasing exposure to leadership and decision-making.
ESSENTIAL JOB DUTIES
Budgeting, Forecasting, and Financial Analysis
Support preparation, execution, and maintenance of base-level operating budgets, with emphasis on staffing, payroll, and labor costs.
Assist with monthly forecasting, variance analysis, and performance tracking.
Analyze financial and operational data to identify trends, risks, and improvement opportunities.
Maintain and update financial models, assumptions, and planning inputs.
Staffing, Payroll, and Cost Monitoring
Track staffing levels, payroll expenses, overtime, and related labor metrics against approved budgets.
Partner with operations and HR to understand staffing drivers, volume changes, and cost impacts.
Provide data and analysis to support cost-management and efficiency initiatives.
Reporting and Month-End Support
Prepare recurring and ad hoc financial reports, dashboards, and presentation materials for finance and operations leadership.
Support month-end close activities, including reconciliations, data validation, and reporting accuracy.
Ensure consistency between financial results, payroll data, and operational information.
Compliance, Data, and Administrative Support
Assist in ensuring payroll-related financial activities comply with applicable laws, regulations, and internal policies.
Support property tax tracking, documentation, and deadline monitoring.
Utilize Excel and financial systems to analyze large datasets and improve reporting accuracy.
Cross-Functional Collaboration and Process Improvement
Work closely with operations, accounting, HR, and senior finance leadership to align financial reporting with operational activity.
Contribute to process improvements as the finance function scales and matures.
MINIMUM REQUIRED QUALIFICATIONS
Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field.
2–3 years of experience in financial analysis, FP&A, payroll, or accounting.
Strong analytical skills with high attention to detail.
Proficiency in Microsoft Excel; exposure to budgeting, forecasting, or financial modeling preferred.
Ability to work independently in a fast-paced, onsite environment.
Regular and reliable attendance.
Valid Driver’s license.
PREFERRED QUALIFICATIONS
Experience in healthcare, operations, or other mission-critical service environments.
Interest in career progression toward senior FP&A or operational finance roles.
WORKING CONDITIONS/ENVIRONMENT
Primarily an indoor, office-based environment with regular interaction with finance and operations teams.
Prolonged periods of sitting and working at a computer, including use of Excel and financial systems.
Frequent verbal and written communication, including participation in meetings and team discussions.
May require occasional extended hours or schedule flexibility to meet deadlines and support financial cycles.
Travel is minimal and may be required on an as-needed basis.
Ability to lift up to 15 pounds.
