Job Description
Job DescriptionWe are looking for an experienced Sr. Financial Analyst to support operational and facility leadership with meaningful financial insight in Montebelllo, California. This role focuses on planning, reporting, and performance analysis across multiple locations, helping stakeholders understand trends and make informed business decisions. The ideal candidate combines strong analytical ability with excellent communication skills and can translate complex financial data into practical recommendations.
Responsibilities:
• Partner closely with facility and operations leaders to review financial performance, explain results, and provide guidance that supports better decision-making.
• Develop and refine budgets, forecasts, and financial models for multi-site operations to improve planning accuracy and visibility.
• Produce recurring monthly, quarterly, and annual financial reporting packages, including detailed analysis of variances and performance trends.
• Evaluate operational and financial indicators such as occupancy levels, payer mix, staffing expense, and reimbursement patterns to identify risks and opportunities.
• Present findings and recommendations to stakeholders in a clear, business-focused manner that supports action and accountability.
• Collaborate with FP& A and related teams during month-end activities, audit support, and special projects requiring financial analysis.
• Perform ad hoc analysis and data-driven assessments to address emerging business questions and support strategic initiatives.• Bachelor’s degree in Finance, Accounting, or a related discipline.
• At least 5 years of experience in FP& A or financial analysis, including support for multi-location or multi-facility environments.
• Advanced proficiency in Excel with strong capability in financial modeling and scenario analysis.
• Demonstrated success communicating financial concepts to non-financial stakeholders and serving as a consultative partner.
• Strong attention to detail with the ability to organize competing deadlines in a dynamic, fast-paced setting.
• Background in healthcare finance, including long-term care or a related provider environment, is preferred.
• Experience with reporting or visualization tools such as Power BI or Tableau is a plus.
• Familiarity with healthcare data platforms and operational financial systems is advantageous.