Senior Financial Analyst
Hybrid Role
Compensation: $115,000–$120,000

ABOUT THE ROLE

Our Client is seeking a Senior Financial Analyst to lead financial analysis, reporting, forecasting, and performance monitoring for a defined group of departments or major operational areas within a health system. The Senior Financial Analyst will have a deep understanding of revenues, expenses, and accounting structures across clinical, research, and education missions, as well as core departmental and corporate operations. This role serves as a trusted financial partner to Central Finance and Departmental Leadership, maintaining close working relationships with operational leaders, Department Administrators, faculty, and staff. The Senior Financial Analyst independently manages complex financial matters, provides strategic insights, and proactively identifies risks and opportunities. Reporting directly to FINCORE (Finance Core) leadership, this position may also provide guidance to junior analysts. Success in this role relies on advanced technical expertise, strong communication skills, and the ability to influence decision-making at senior levels.

WHAT YOU'LL DO

• Lead monthly budget reviews, confirm accuracy, and conduct detailed variance and trend analysis of actual vs. budget and actual vs. prior periods, proactively communicating insights, risks, and recommendations to departmental and finance leadership.
• Prepare and deliver comprehensive financial reporting packages, dashboards, and advanced analysis for senior leadership and operational partners.
• Develop forecasts and multi-scenario projections to measure year-to-date activity against full-year budgets and support short- and long-term operational and strategic planning.
• Provide strategic oversight of personnel allocations across accounts and advise leadership on workforce planning, funding alignment, and cost management.
• Review, investigate, and resolve complex departmental financial transactions and accounting issues, including journal entries, ensuring compliance with general accounting standards and institutional policies.
• Ensure compliant and optimal use of all funding sources, including philanthropy, and recommend and implement corrective actions to maintain balanced accounts and resolve funding overages.
• Lead development of annual and multi-year departmental budgets, incorporating historical trends, operational drivers, and future projections.
• Provide advanced ad-hoc financial analysis to support special projects, leadership initiatives, and cross-functional efforts.
• Oversee and submit PeopleSoft HCM transactions (eHires, salary allocation changes, promotions, leaves of absence, terminations), ensuring appropriate budget availability and accurate chartstrings.
• Review and approve PeopleSoft Financials transactions (requisitions, PCard activity, travel and expense reports), applying policy interpretation and verifying budget availability.
• Submit and manage requests for new non-sponsored chartstrings and Fund 53 extensions to Development.
• Prepare, review, and submit eJVs and cost transfers to reallocate expenses as needed; prepare and submit supplemental compensation and JOC requests for affiliation-related transactions.
• Track and validate the accuracy of supplemental compensation submissions based on established criteria.
• Prepare monthly P&L reports with detailed commentary and insights; upload to Finance SharePoint.
• Prepare and lead monthly updates and analysis for Recruitment Fund chartstrings, GME and 11-E accounts, and non-sponsored chartstrings managed by faculty and Principal Investigators.
• Prepare detailed monthly revenue analysis, identify trends and risks, and audit, monitor, and schedule reports of departmental financial activities, including faculty expenditures, human subject payment activity, and funding allocation changes.
• Prepare advanced salary worksheets and customized financial reports as needed.
• Support the preparation and interpretation of clinical productivity reports and related financial analysis.
• Develop and maintain strong working relationships with corporate teams to address complex issues, improve processes, and enhance financial controls.
• Contribute to an environment of effective financial reporting, strong time management and prioritization, regulatory compliance, and adoption of leading financial practices.
• Provide guidance to junior analysts and perform other duties as assigned.

WHAT YOU BRING

• Bachelor’s degree in business, finance, accounting, or related field; 5–7 years of progressively responsible financial analysis experience or equivalent combination of education and experience.
• Strong understanding of accounting principles, budgeting, forecasting, and financial reporting.
• Advanced proficiency in Microsoft Office, especially Excel.
• Excellent verbal and written communication skills; ability to partner with senior leadership, faculty, and staff.
• Experience with enterprise financial systems (PeopleSoft or Oracle preferred).
• Experience supporting clinical, research, or academic environments preferred.
• Ability to independently manage multiple priorities and complex deliverables on tight timelines.
• Strong analytical skills, attention to detail, and sound judgment.
• Demonstrated ability to proactively identify issues, develop solutions, and influence outcomes.
• Commitment to team success and strong interpersonal skills.