Analyst, Strategic Finance & Planning
About The Position
The Analyst is a member of the Finance team, collaborating across multiple business segments and reporting directly to the Manager, Strategic Finance & Planning. The role monitors financial performance in real time and develops reporting tools to assess business performance and identify opportunities to improve operating and financial results. It supports and, in some areas, leads financial planning, annual budgeting, and forecasting, using variance analysis, financial models, and other strategic models. The Analyst supports evaluation of organic and external M&A growth opportunities and may lead internal due diligence through execution, including managing data rooms, coordinating internal stakeholders and external consultants, and supporting integration and post-implementation reporting. The role also uses AI tools to enhance reporting, automate routine processes, and improve analytical efficiency. The position is primarily based in the Denver, Colorado office, with an expectation of working in the office three to four days per week. Hybrid remote work is available for someone able to work independently and efficiently. Work-related travel may be up to 10%, including travel to Milwaukee headquarters or other U.S. locations.
Requirements
- Bachelor's degree in Finance, Business, Economics, or a related field.
- Two to three years of related experience, such as corporate finance, investment banking, FP&A, public accounting/audit, or management consulting.
- Strong Excel skills, including complex formulas, model building, and pivot tables, as well as PowerPoint and data analysis skills.
- Analytical ability to derive insights from financial and operational data and support decisions with data.
- Ability to multitask and manage multiple responsibilities.
- Motivated, enthusiastic, service-oriented, results-driven approach and ability to thrive in a team-oriented environment.
- Excellent communication skills and ability to build relationships with people at all levels, across geographies and business functions.
- Ability to perform the essential duties satisfactorily, with reasonable accommodations where applicable.
Nice To Haves
- Experience with BI reporting, dimensional and relational databases, and query and reporting tools such as Power BI, Tableau, and SQL.
- Demonstrated experience using AI tools for workflow automation, reporting enhancement, or financial or operational analysis; experience with Anthropic Claude is a plus.
- Healthcare experience or a passion for the healthcare industry.
Responsibilities
- Work with the Manager, Strategic Finance & Planning, CFO, and other executives to execute key business priorities.
- Contribute to the monthly accounting close, liaise between accounting and operations, analyze budget versus actuals, and prepare full P&L and MD&A reporting for senior leadership.
- Coordinate the annual budgeting process and collaborate with SPS business unit leaders on key business inputs for executive review and approval.
- Manage and continuously improve financial reporting, drawing insights from operational data.
- Develop and monitor KPIs with business partners, identify trends, and conduct root-cause analyses.
- Develop financial models for scenario planning.
- Assist in evaluating M&A targets, including strategic due diligence, milestone tracking, and internal deal team communication.
- Support cash flow modeling and forecasting.
- Help build reporting packages for senior leadership and prepare presentations.
- Develop business cases for transformative growth opportunities to facilitate decision-making.
- Develop an understanding of SPS businesses, their value propositions, and how data flows through the business and affects operational and financial results.
- Follow company policies and procedures and maintain confidentiality of information handled or accessed.
- Use AI tools to automate workflows, enhance financial reporting, improve analytical systems, and identify opportunities to increase team efficiency and reporting quality.
- Perform other duties and responsibilities as requested or required.
Benefits
- Medical, dental, and vision insurance.
- Health savings and/or flexible spending accounts.
- Employer-paid and voluntary life and disability insurance.
- 401(k) retirement savings plan with employer contribution.
- Paid time off and paid holidays.
- Employee assistance and wellness programs.
- Other voluntary benefits.
- Potential eligibility for applicable state and federal leave programs.
- Additional bonus potential.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
