Financial Analyst II

Avant•Maitland, FL

8d•Onsite

About The Position

The Finance department monitors and reviews the various financial plans, budgets and policies, accounting practices, shareholders and the financial community in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board. The Financial Analyst will be responsible for analyzing contracts and impact of pricing from both the procurement side as well as the client side. This role will implement the strategy to provide services and materials for corporate contracts and agreements to meet the business requirements for quality, volume, availability, and pricing. On client side, the financial analyst will prepare the analysis and provide the tools for the sales and client services team to manage through pricing request, healthcare professional pay increase request and client margin analysis. On the vendor side, the Financial Analyst will negotiate deals with suppliers and establish master agreements. This position maintains clear visibility of client margins and maintains strategic supplier relationships, negotiates contracts, and implements systems for monitoring performance, assessing risk, and responding to changes in demand or disruptions in the supply chain.

Requirements

Bachelor’s degree in Business Administration, Accounting, Finance, or related field required, or equivalent combination of education and experience will be considered
Minimum of 5 years of financial analysis experience required
Advanced knowledge of Excel required
Exceptional problem-solving skills and attention to detail
Familiarity with ERP and CRM systems
Exceptional written, verbal, and interpersonal communication skills with proven negotiation and customer service skills.
Ability to work in a team environment, fostering positive relationships with internal and external stakeholders
Excellent organizational and analytical skills with the ability to multitask multiple priorities simultaneously, while adhering to strict deadlines
High degree of integrity in dealing with sensitive client and employee information
Exceptional written, verbal, and interpersonal communication skills with proven negotiation and customer service skills
Proficient with Microsoft Office products, Adobe, and electronic database management, with a strong proficiency with Microsoft Excel and ability to conduct intermediate level functions (Pivot Tables, VLOOKUP)
Health Insurance Portability and Accountability Act (HIPAA) certification and ability to obtain and maintain
Proprietary Information and Non-Conflict Agreement required.

Nice To Haves

Minium of 2 years experience in revenue analysis, pricing analysis and margin analysis preferred
Intermediate knowledge of Power BI, SQL and data visualization tools strongly preferred
Certified Professional in Supply Managed (CPSM) or related certification preferred

Responsibilities

Manage the full contract lifecycle, including intake, drafting, redlining, review, approval, execution, and amendments.
Translate contract terms into internal workflows, rate sheets, system updates, and operational guidelines.
Partner with Sales, Operations, Legal, and Finance to ensure client agreements, renewals, and amendments are executed accurately and on time.
Maintain centralized contract records and ensure contracts are properly stored, tracked, and monitored for obligations, performance standards, and renewal timelines.
Review client, service, technology, and VMS agreements to ensure alignment with the company interest, protection of margins, policies, and regulatory requirements.
Prepare, research, analyze and communicate bill / pay variances for month end reporting and for quarterly and annual gross margin analysis as well as Jackson request for bridge schedules related to bill / pay
Prepare trending analysis and proposal for budget bill rates and price increase/decreases
Assist the sales and client services team to develop pricing strategies and optimize profitability
Analyze revenue trends across products, visa types, and customer segments to identify soft and high growth opportunities
Monitor and report on gross margin performance, highlighting key drivers and variances
Build and maintain financial models to forecast revenue and margin scenarios
Partner with sales and marketing to evaluate the financial impact of discounts, promotions, and contract term changes and pricing negotiations with clients
On the client side, develop dashboards for sales, margins, mix, and open orders for business insights and KPIs
Review vendor, lease, service, and technology agreements to ensure alignment with company interests, policies, and regulatory requirements.
Analyze contract terms, pricing structures, renewal conditions, profitability, and risk exposure to safeguard organizational value and compliance.
Support vendor sourcing, evaluation, onboarding, and performance management to ensure quality, compliance, and cost-effectiveness.
Conduct competitive pricing and market analysis to inform procurement decisions.
Negotiate vendor terms, as directed by leadership, and maintain preferred vendor lists and credentialing requirements.
Track vendor performance, SLAs, contract expirations, and renewal timelines.
Generate reporting on contract performance, procurement activity, spend, and cost-savings opportunities.
Identify trends, gaps, risks, and optimization opportunities across contract and procurement processes.
Ensure all contracts meet internal policies, audit standards, and regulatory requirements.
On the procurement side, develop dashboards for spending by categories, (IT, Admin, Clinical, other) highlighting contracts up for renewal, potential/upcoming price increase and track savings earned through negotiated volume / price for business insights and KPIs
Other duties as assigned