Financial Analyst (Power BI & Netsuite)

Sellers Dorsey • Philadelphia, PA

4d • $80,000 - $90,000 • Onsite

About The Position

Sellers Dorsey is seeking a Financial Analyst to support the organization’s financial planning and analysis activities and contribute to data-driven decision-making across the business. This role involves preparing financial reports, analyzing performance trends, and providing data-backed dashboards and deliverables for various teams including Accounting, Client Servicing, Sales, and corporate leadership. The Financial Analyst will play a key role in supporting monthly financial close activities, maintaining revenue and expense forecasts, and enhancing P&L reporting through dashboards, primarily using Microsoft Power BI. The ideal candidate is detail-oriented, eager to grow their career in Finance, and interested in understanding the healthcare industry and Sellers Dorsey's impact on the Medicaid population.

Requirements

• Bachelor's Degree in Finance, Accounting, Economics, or related field.
• 1–3 years of experience in a financial analysis, data analytics, or similar quantitative role (exceptional recent graduates with strong data acumen, comfort with financial software, and a highly detail-oriented working style will be considered).
• Foundational financial modeling skills.
• Familiarity with data visualization tools and ERP systems.
• High-level proficiency with analytical systems/tools, including strong Excel skills and experience with Power Query for data transformation and automation.
• Working knowledge of Microsoft Office 365 (Word, PowerPoint).
• Advanced understanding and working experience with Power BI or other data visualization platforms.
• Exposure to NetSuite and interest in developing deeper system expertise.
• Strong analytical, data collection, and problem-solving skills.
• Clear and professional communication skills, with the ability to collaborate effectively across multiple levels of the organization.
• Interest in having the opportunity in a smaller firm to build data that will eventually find its way to firmwide leadership and have opportunities to present to team leadership data-backed findings & insights.
• Interest in improving firmwide technology systems and contributing to process enhancements for a growing company.

Nice To Haves

• Experience working with ERP or CRM systems and supporting reporting or data analysis within those systems preferred.
• Demonstrated ability to manage multiple deadlines and prioritize tasks in a fast-paced environment preferred.
• Flexibility and willingness to take on a wide range of projects and analyses as business needs evolve.
• Exposure to SQL or interest in learning is beneficial.

Responsibilities

• Support firmwide financial forecasting by gathering, organizing, and validating financial data.
• Assist in preparing revenue and expense variance summaries and contribute to basic P&L analysis for leadership and practice leads.
• Assist in preparing monthly and quarterly performance reports and updating data visualizations.
• Help Finance Leadership with routine reporting packages, variance explanations, and departmental performance summaries.
• Validate financial data from NetSuite and other systems to ensure accuracy and transparency.
• Maintain reporting files, support data clean-up efforts, and contribute to process improvements as the Finance team transitions to NetSuite.
• Provide support during the annual budgeting process by collecting inputs from cross-functional teams, maintaining templates, and helping prepare preliminary budget models and schedules.
• Assist with ad-hoc financial analyses, research, and reporting requests from Finance Leadership.
• Contribute to special projects that may be shared with senior leadership or the Board.

Benefits

• Annual Corporate Incentive Plan (CIP) up to 7% of annual salary.
• Group healthcare plans offering medical, dental, and vision insurance.
• Insurance plans offering short term disability, long term disability, and basic life.
• 401k plan.
• Flexible Time Off.
• 10 paid holidays throughout the calendar year.
• Paid time off for qualifying medical leave.
• Up to 12 weeks of combined paid parental and bonding leave.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level