Finance Analyst

Pinehurst Surgical Clinic PA•Pinehurst, NC

About The Position

The Finance Analyst supports financial, operational, and enterprise data analytics for a large multi-specialty physician surgical practice. The role assists with developing financial models, maintaining dashboards, validating data across multiple systems, and preparing analyses for executive leadership, physician partners, and operational teams. It requires strong analytical skills, attention to detail, and clear communication of complex information. Working under the direction of the Senior Financial Analyst and CFO, the Finance Analyst contributes to organizational performance through accurate reporting, data governance, and cross-functional collaboration. The role also supports reporting and analytics, financial modeling, AI-assisted automation, strategic decision support, and continued expertise in organizational systems and analytics tools.

Requirements

Bachelor’s degree in finance, Information Systems, Data Analytics, Healthcare Administration, or a related field.
3–5 years of financial experience, preferably including 2 or more years of financial or business analytics experience.
Intermediate knowledge of US GAAP accounting principles.
Working knowledge of CPT/HCPCS, ICD, revenue codes, HL7, HIPAA, and healthcare terminology.
Experience with Tableau and advanced Excel skills.
Customer-service driven and comfortable working with diverse teams.
Highly organized with strong time-management skills.
Ability to manage multiple tasks simultaneously.
Skilled at communicating technical information to non-technical audiences.

Nice To Haves

Master’s degree preferred.
Multi-entity, multi-location healthcare experience preferred.

Responsibilities

Map and maintain understanding of data sources across EMR, billing, HRIS, and financial systems.
Track data flows and reconcile discrepancies to ensure accuracy and consistency.
Partner with IT and Revenue Cycle teams to resolve data issues and maintain governance standards.
Support documentation of reporting logic, definitions, and data lineage.
Build and maintain reports and dashboards supporting operations, quality, and finance.
Assist in preparing monthly financial performance reports in collaboration with the Senior Financial Analyst.
Produce administrative-level summaries with concise, decision-ready insights.
Validate report accuracy and ensure dashboards remain effective and up-to-date.
Review and enhance existing analytics, including cost allocations and productivity models.
Prepare trend, variance, and KPI analyses across clinical and financial performance areas.
Support development of operational, quality, and financial models, including budgeting, forecasting, and cash-flow modeling.
Assist with multi-year forecasting, real estate evaluation, and partner payout analysis.
Create pro forma and scenario-based models for provider schedule changes, service-line development, and strategic initiatives.
Ensure consistency of methodologies across analytical models.
Use AI-assisted tools to automate data validation, accelerate report development, and improve analytical accuracy.
Identify opportunities to streamline workflows and reduce manual processes.
Coordinate with Finance, Operations, IT, and Quality to support enterprise reporting and analytics needs.
Provide data and insights for executive leadership, physician partners, and the Board.
Support legal and contractual reviews by preparing financial impact analyses and identifying operational or financial risks.
Maintain working knowledge of organizational data systems and analytics tools, including Tableau, Tableau Prep, and SQL.
Stay current on emerging AI and analytics technologies and integrate appropriate tools into workflows.
Serve as a resource for data-driven decision support and analytical best practices.