Consultant focused on risk management and finance at MLAdvisory. Engaging in operationalization projects and data aggregation in the financial sector.
CS
Hybrid Senior Financial Analyst – Planning and Forecasting
Posted 1 hour ago
About the role
- Senior Financial Analyst supporting financial planning and forecasting activities in a healthcare solutions company. Involves budgeting, reporting, and treasury activities.
Responsibilities
- Support annual budget, quarterly forecast, and long-range planning processes.
- Develop and maintain financial models to evaluate business performance and scenarios.
- Analyze actual vs. budget/forecast variances and clearly explain key drivers.
- Lead in strategic and ad-hoc financial analysis for leadership decision-making.
- Prepare monthly management reports, KPIs, dashboards, and executive presentations.
- Provide actionable insights on cost trends, revenue performance, and profitability.
- Partner with business leaders to understand operational drivers and financial impacts.
- Prepare, maintain, and enhance a rolling 13-week cash flow forecast.
- Monitor daily and weekly cash positions and short-term liquidity needs.
- Assist with bank reporting, covenant tracking, and lender information requests.
- Support cash forecasting assumptions in coordination with FP&A forecasts.
- Contribute financial analysis and modeling for strategic initiatives such as: Cost transformation or margin improvement programs, Commercial, pricing, or growth initiatives, Capital investment or restructuring projects.
- Partner with cross-functional teams to translate strategic objectives into financial targets.
- Develop business cases, ROI analyses, and scenario models to support investment decisions, monitor progress and prepare updates and insights for leadership on initiative status, financial impact, and realized benefits.
Requirements
- Bachelor's Degree in Finance, Accounting, Economics or statistics, or equivalent combination of education and experience
- 3-5 years of previous experience in an Accounting, Finance, analytical or business modeling role is required
- High proficiency in Microsoft Office, with a strong fluency in Excel formulas and functions.
- Strong data gathering and analytical skills with proficiency in the development and interpretation of financial models
- Excellent leadership and communication skills in order to effectively lead cross-functional projects
- Self-starter with strong interpersonal communication and problem-solving skills
- Must be detail-oriented and possess strong analytical skills.
- Successfully pass a pre-employment (post offer) background check and drug screening.
Benefits
- Health, Life, Dental, Vision Insurance
- Paid Vacation and Personal time
- Paid Holiday
- 401K Retirement Plan – Company match
- Company paid Short Term & Long Term Disability
Job title
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