Senior Financial Analyst
Listed on 2026-07-08
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Finance & Banking
Financial Reporting, Financial Analyst, Senior Financial Analyst
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 & ForecastingLead 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.
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.
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.
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.
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.
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