Business and Financial Analyst
About The Position
The Business and Financial Analyst drives data-informed decision-making across financial, clinical operations, grants, and revenue cycle operations. The role creates financial and statistical analyses of healthcare revenue cycle management (RCM) and financial KPIs, translating raw healthcare data into actionable insights through statistical analysis, trend reporting, KPI tracking, and interactive dashboards. The analyst evaluates financial metrics such as gross margins, cost overruns, and liquidity, and supports the monthly financial close process. The role also evaluates clinical operations efficiency to help balance revenue generation with cost management. The analyst develops and maintains statistical models of healthcare RCM performance; prepares financial analyses, variance reports, trend reports, and revenue recognition schedules as needed; and maintains accounts receivable models for net AR capture and roll-forwards. The position designs and maintains automated dashboards and visual reports, monitors RCM KPIs, and turns complex data into clear executive-ready presentations. Working with accounting and RCM leadership, the analyst supports month-end close in NetSuite, prepares monthly operational and financial reporting using SmartCare records, and collaborates across teams to investigate anomalies, reconcile system discrepancies, and improve reporting workflows.
Requirements
- Bachelor’s degree in accounting or finance is strictly required.
- At least 5 years of experience working as a financial and/or business analyst.
- Advanced knowledge of MS Excel, including advanced formulas, Pivot Tables with query slicers, Power Query, macros, and complex financial modeling.
- Proficiency with Power BI and a proven record of building data models and production-level dashboards.
Nice To Haves
- Prior analytical experience in the healthcare industry is highly preferred.
- Hands-on experience with NetSuite and SmartCare is highly desirable.
- Strong working knowledge of healthcare insurance, billing workflows, and RCM concepts.
- Experience in a not-for-profit and/or grant-based organization is a major plus.
Responsibilities
- Develop and maintain statistical models to analyze healthcare RCM performance and identify trends, bottlenecks, and optimization opportunities.
- Evaluate financial metrics, including gross margins, cost overruns, and organizational liquidity.
- Prepare variance analyses and trend reports to explain financial fluctuations to leadership.
- Analyze and prepare revenue recognition schedules when necessary.
- Maintain accounts receivable models for accurate net AR capture and roll-forwards.
- Design, build, and maintain automated dashboards and visual reports in Power BI or comparable tools.
- Monitor and report RCM KPIs, including DSO, DCOH, clean claim rates, denial rates, and collection efficiency.
- Present complex data in clear, scannable, executive-ready visual formats.
- Partner with the accounting team to support accurate month-end close and financial reporting in NetSuite.
- Prepare monthly operational packages, financial reports, and specialized data analyses for the RCM leadership team using SmartCare records.
- Collaborate with cross-functional teams to investigate data anomalies, reconcile system discrepancies, and streamline financial reporting workflows.
- Evaluate clinical operations efficiency to support a sustainable balance between revenue generation and cost management.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
