Description

The Financial Analyst supports financial planning, analysis, and reporting activities in a scaling, operations-driven environment. This role focuses on base-level budgeting, staffing and payroll tracking, forecasting support, and financial reporting, while partnering closely with finance leadership and operations staff. This position is designed for a developing analyst seeking growth in FP&A and operational finance with increasing exposure to leadership and decision-making.

ESSENTIAL JOB DUTIES

Budgeting, Forecasting, and Financial Analysis

· Support preparation, execution, and maintenance of base-level operating budgets, with emphasis on staffing, payroll, and labor costs.

· Assist with monthly forecasting, variance analysis, and performance tracking.

· Analyze financial and operational data to identify trends, risks, and improvement opportunities.

· Maintain and update financial models, assumptions, and planning inputs.

Staffing, Payroll, and Cost Monitoring

· Track staffing levels, payroll expenses, overtime, and related labor metrics against approved budgets.

· Partner with operations and HR to understand staffing drivers, volume changes, and cost impacts.

· Provide data and analysis to support cost-management and efficiency initiatives.

Reporting and Month-End Support

· Prepare recurring and ad hoc financial reports, dashboards, and presentation materials for finance and operations leadership.

· Support month-end close activities, including reconciliations, data validation, and reporting accuracy.

· Ensure consistency between financial results, payroll data, and operational information.

Compliance, Data, and Administrative Support

· Assist in ensuring payroll-related financial activities comply with applicable laws, regulations, and internal policies.

· Support property tax tracking, documentation, and deadline monitoring.

· Utilize Excel and financial systems to analyze large datasets and improve reporting accuracy.

Cross-Functional Collaboration and Process Improvement

· Work closely with operations, accounting, HR, and senior finance leadership to align financial reporting with operational activity.

· Contribute to process improvements as the finance function scales and matures.

Requirements

MINIMUM REQUIRED QUALIFICATIONS

· Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field.

· 2–3 years of experience in financial analysis, FP&A, payroll, or accounting.

· Strong analytical skills with high attention to detail.

· Proficiency in Microsoft Excel; exposure to budgeting, forecasting, or financial modeling preferred.

· Ability to work independently in a fast-paced, onsite environment.

· Regular and reliable attendance.

· Valid Driver’s license.

PREFERRED QUALIFICATIONS

· Experience in healthcare, operations, or other mission-critical service environments.

· Interest in career progression toward senior FP&A or operational finance roles.

WORKING CONDITIONS/ENVIRONMENT 

· Primarily an indoor, office-based environment with regular interaction with finance and operations teams.

· Prolonged periods of sitting and working at a computer, including use of Excel and financial systems.

· Frequent verbal and written communication, including participation in meetings and team discussions.

· May require occasional extended hours or schedule flexibility to meet deadlines and support financial cycles.

· Travel is minimal and may be required on an as-needed basis.

· Ability to lift up to 15 pounds.