Financial Analyst I

Cleveland Clinic•Independence, MO

23h•Hybrid

About The Position

The Financial Analyst I prepares, analyzes, and reports financial and revenue cycle management information. The role develops standard and ad hoc reports, supports enterprise reporting needs and financial decision-making, and helps create and maintain official corporate reporting. The analyst works across Finance, Market Teams, Institute Teams, CFO Reporting, Chief of Staff Reporting, and Budget Reporting to gather, analyze, and communicate financial information. This reporting-focused, cross-functional position is suitable for a recent graduate or early-career professional with strong analytical skills and a willingness to learn. The analyst supports financial planning and organizational financial objectives while helping ensure reporting accuracy and data integrity. The position follows a hybrid schedule, with required onsite work one day per week. Candidates must reside in Northeast Ohio.

Requirements

Bachelor’s degree in Accounting, Finance, Business, or a related field; or an associate’s degree and two years of experience; or a high school diploma/GED and four years of experience.
Ability to complete basic analytical, consultative, and information-support work through analysis and report preparation.
Knowledge of key performance indicators, cash flow analysis, product line analysis, and proposal development.
Excel skills.

Nice To Haves

One year of experience in Accounting, Finance, Healthcare, Investment Banking, or Management Consulting.
Certified Public Accountant (CPA) or Certified Management Accountant (CMA) certification.
Internship experience.
Exposure to SQL.
Exposure to Power BI.
Familiarity with Tableau.
Familiarity with Snowflake or Teradata.
Academic or project-based reporting/analytics experience.

Responsibilities

Prepare, analyze, and communicate key financial information and support management and staff with financial reporting and related matters.
Assist with budget preparation, financial planning, and budget reviews to ensure compliance and identify opportunities.
Provide financial analysis and decision support to all levels of management on initiatives, policies, and procedures.
Complete special projects and assignments, including research, forecasting, and resolving financial reporting issues.
Support recurring and ad hoc financial reporting needs.
Assist with budget reporting and financial planning activities.
Support CFO and Chief of Staff reporting requirements.
Collaborate with Finance, Market, and Institute teams to gather, analyze, and communicate financial information.
Assist in developing and maintaining official corporate reporting.
Contribute to reporting accuracy, data integrity, and financial analysis.
Perform other duties as assigned.