Senior Financial Analyst

Direct message the job poster from KBW Financial Staffing & Recruiting.

Location:

Boston, MA

Job Summary: The Senior Financial Analyst is responsible for partnering with stakeholders to ensure that all needs regarding financial data (reporting, analysis, planning) are successfully completed.

• Analyze past results, perform variance analysis; identify trends, and provide insight to business leaders
• Update and maintain forecast and budget as required
• Increase productivity by developing automated reporting/budgeting tools
• Collect and interpret data (both internal and external industry/competitor)
• Identify patterns and trends in data sets
• Identify and drive process improvements, including creation of standard and ad-hoc reports, tools and dashboards
• Creates detailed business analysis and reports as requested
• Outlines problems, opportunities, and solutions
• Learns and understands the business and how the data relates to it
• Collaborates with leaders and teams to improve patient experience & business results

• History of utilizing financial measures/metrics showing ability to manipulate data through software and applications
• Expertise in MS Excel (Index-Match, Sum-If, Indirect, Pivot Tables, VLOOKUP), proven experience manipulating large sets of data efficiently
• SQL, Macros, VBA or Python (At least one, prefer a combination)
• Familiar with Smart View and/or Adaptive Workday or a similar planning tool
• Shows strong history of analyzing data to propose changes that drive positive financial results
• Outstanding interpersonal and customer service abilities

• Excellent analytical, critical thinking and problem‑solving skills
• Must be detail oriented and possess strong organizational skills
• Excellent listening, communication, interpersonal, and presentation skills
• Ability to exemplify our core values of teamwork, quality, integration, collaboration, innovation, & continuous development
• Positive attitude
• Self‑motivated, must have a rigorous work ethic
• Ability to manage competing priorities
• Ability to maintain sensitive and confidential data

• Bachelor’s degree in a relevant field (Finance, Business, Statistics, Computer Science, Economics)
• 4+ years of experience in a similar role

COMP: $100, Base + Bonus

For additional information, please forward a copy of your resume and contact information in Word Document form to Kent Wrobleski at