Senior Financial Analyst

PT Solutions•Atlanta, GA

11d

About The Position

The Senior Financial Analyst supports financial planning, analysis, and strategic decision-making across the organization. The role partners with leaders to deliver budgeting, forecasting, reporting, and insights that support performance and long-term growth. The ideal candidate has strong analytical, organizational, communication, and problem-solving skills and can present financial analyses concisely and clearly. PT Solutions describes itself as a close-knit community focused on expanding access to quality care. The company highlights professional development opportunities and a culture recognized for innovation, professional development, work-life flexibility, appreciation, and purpose and values.

Requirements

Strong financial modeling, forecasting, and analytical skills with high attention to detail.
Advanced Microsoft Excel skills, including Index, Match, Sumproduct, and Indirect functions, as well as Power Query and relational databases.
Excellent oral and written communication skills and the ability to translate complex financial data into clear business insights.
Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced environment.
Advanced proficiency in Microsoft Office (Excel, PowerPoint, and Word), SQL, NetSuite, or related financial systems.
Highly motivated and able to work independently.
Bachelor’s degree; a Finance or Accounting degree is preferred.
Minimum of 1 year of work experience.

Nice To Haves

Healthcare experience is preferred but not required.
Experience in investment banking, private equity, or corporate finance is preferred.
Finance or Accounting bachelor’s degree preferred.

Responsibilities

Develop and maintain detailed financial models for budgeting, forecasting, reporting, and long-range planning.
Prepare and deliver timely, accurate monthly financial analyses for management, providing insights into company performance.
Analyze financial and KPI performance against budget and forecast and identify key drivers and trends.
Partner with Accounting, Operations, and other teams to ensure data integrity and consistency in financial reporting.
Assist with preparing materials for management, board meetings, and investors as needed.
Improve and streamline financial processes, reporting tools, and forecasting methodologies to enhance efficiency and scalability.
Manage multiple priorities, meet deadlines, and work effectively in a fast-paced environment.