About the role

Senior Financial Analyst leading financial performance analysis for a healthcare impact strategy firm. Preparing financial reports, managing data requests, and assisting in budget processes.

Responsibilities

Manage Firmwide Financial Forecasts through in-depth understanding of Financial Performance Reporting
Collect, analyse, and maintain all financial data, including revenue management and expense variances, and prepare comprehensive P&L analyses for firmwide leadership, as well as prepare sub P&L performance for practice leads
Lead data analysis and data visualization process through quarterly & monthly presentation of performance results for key stakeholders across the firm
Support Finance Leadership in modelling and presenting regular reporting and variance analyses to all departments to promote decision-making and alignment to our corporate objectives & identify opportunities for cost efficiencies
Extract, validate, and analyse financial data across multiple systems, leveraging NetSuite reporting tools to strengthen data accuracy and transparency to lead process improvements and increase efficiencies
Assist in annual budget process while maintaining and organizing data from cross functional areas of the firm to model future forecasted performance
Other ad-hoc projects and duties as assigned

Bachelor's Degree in Business, Finance, or Accounting required
MBA or background in Data Analytics preferred
Minimum of five (5) years of professional work experience in a similar role or work experience
Strong financial modeling experience and advanced working knowledge with data visualization software and ERP systems, specifically NetSuite
High-level proficiency with analytical systems/tools e.g., exceptional skills in Excel, as well other Microsoft Office 365 tools (Word, PowerPoint, etc.)
Desired proficiency with data visualization tools. PowerBi preferred
Professional experience working in SQL or similar data querying languages
Strong analytical, data collection, and problem-solving skills
Refined presentation skills and comfortable presenting financial recommendations to corporate leadership
Ability to work well with others in teams and demonstrate strong professional communication across multiple levels of the organization
Proven ability to independently manage multiple deadlines and manage time appropriately
Interested in improving the firmwide technology systems and having an impact across multiple facets of the company
Flexibility to take on a wide array of projects

Eligible to participate in our annual Corporate Incentive Plan (CIP) that can range to up to 7% of annual salary
Enroll in group healthcare plans that offer medical, dental, and vision
Insurance plans offering short term disability, long term disability, and basic life
Enroll in Sellers Dorsey’s 401k plan
Flexible Time Off that allows employees to use what they need
10 paid holidays throughout the calendar year
Paid time off for qualifying medical leave
Up to 12 weeks of combined paid parental and bonding leave