Senior Finance and Operations Analyst

Job Summary

The Senior Finance and Operations Analyst delivers analysis and project management support for finance, quality, and performance improvement initiatives. The role collaborates with senior leadership, departments, and staff to ensure successful implementation of initiatives that support organizational goals, including advanced analytics, performance improvement strategies, and monitoring of key metrics. The Analyst manages the full lifecycle of analytic projects from requirements gathering to insights delivery and reports directly to the Director of Finance and Operational Analytics.

• Assist in the preparation of the annual operating and capital budget requests and maintain supporting documentation.
• Proactively prepare data for all finance functions, including monthly financial and statistical reports, position control, staffing, utilization, capacity planning, and budget variance analyses; present findings to leadership.
• Manage departmental financial operations, including monthly reviews and variance analysis.
• Assist with the development and preparation of profit and loss analyses; provide analytics and recommendations based on outcomes and trends.
• Participate in the development and analysis of business plans for new programs and capital expenditures, identifying opportunities for revenue enhancement and cost containment.

• Analyze, interpret, and summarize data to facilitate decision‑making for stakeholders; communicate insights verbally, visually, and in writing.
• Manage the entire analytic process from stakeholder requirements through data validation, analysis, and presentation.
• Develop standardized approaches for operational issues, reporting, and analysis measures; review key measures regularly and develop new measures as needed.
• Facilitate multidisciplinary task forces to identify performance opportunities, track progress, and communicate outcomes.
• Prepare, maintain, and present analyses for ad‑hoc requests for hospital senior leadership.

• Extract, clean, and integrate data from multiple sources using SQL, Excel, and Power BI while maintaining high standards of data quality.
• Write, document, and optimize SQL queries, including subqueries, window functions, and performance‑tuning techniques.
• Create and maintain Power BI dashboards with advanced measures, optimized data models, and clear actionable visual design.
• Conduct analyses using SQL, Power BI, and Excel, applying advanced formulas, joins, aggregates, and DAX calculations.
• Proactively identify data quality issues, ensuring traceability, accuracy, and reliability in final analysis.
• Provide clear documentation and translate technical findings into actionable insights for non‑technical audiences.

• Prepare and deliver presentations tailored for both technical and non‑technical audiences.
• Build strong stakeholder relationships, managing expectations and aligning data deliverables with business needs.
• Propose improvements to processes, metrics, and analyses that strengthen operational performance and patient outcomes.
• Serve as a subject‑matter resource for SQL, Power BI, and Excel, guiding best practices and knowledge sharing within the team.
• Ensure all HIPAA requirements, data governance standards, and reproducibility practices are met.
• Work independently and proactively on complex projects, completing deliverables in a timely manner to meet internal and external deadlines.
• Understand and adhere to WPH Performance Standards, Policies, and Behaviors.

• Bachelor’s degree required;
  Master’s preferred.
• 3+ years of progressive experience in healthcare finance, quality improvement, business intelligence analytics, or consulting.
• Demonstrated ability to write complex SQL queries, optimize performance, and work with large datasets.
• Strong written and verbal communication skills.
• Strong Excel skills, including advanced formulas, pivot tables, and basic modeling.
• Proficient in Power BI with experience in DAX, data modeling, and dashboard optimization.
• Experience with Epic, Midas, or similar healthcare applications preferred.
• Knowledge of healthcare systems and…