Financial Planning & Analysis - Senior Financial Analyst 127-2006

CommunityCare•Tulsa, OK

About The Position

The Senior Financial Analyst is a member of the finance team with a strong emphasis on financial modeling and management reporting. The role develops, analyzes, and presents financial models and reports that support strategic decision-making across the organization. It extracts insights from complex financial data, develops sophisticated models, and provides strategic recommendations to senior management. The analyst collaborates with business units and cross-functional teams to collect data, understand business drivers, develop forecasts and budgets, analyze financial and operational performance, and communicate findings to stakeholders. The role also identifies opportunities to improve financial modeling processes, reporting tools, and efficiency within the finance department.

Requirements

Strong analytical skills and ability to turn complex data into meaningful insights and actionable recommendations.
Strong knowledge of financial principles, accounting practices, and financial statement analysis.
Experience with data visualization tools such as Tableau or Power BI to create reports and dashboards.
Proficiency in financial modeling techniques in Excel.
Excellent analytical and problem-solving skills, with attention to detail.
Strong business acumen and ability to translate data insights into actionable strategies.
Effective communication and presentation skills, including the ability to explain complex financial concepts to non-technical stakeholders.
Ability to work in a fast-paced, dynamic environment and manage multiple priorities.
Ability to work collaboratively in a team.
Bachelor’s degree in Finance, Economics, Accounting, Statistics, Data Science, or a related field.
At least 3 years of experience as a Financial Analyst, focused on financial modeling and management reporting.

Nice To Haves

Experience with financial planning and analysis (FP&A) software.
MBA.

Responsibilities

Develop and maintain financial models that project company performance, including revenue forecasts, expense plans, and capital investment analysis.
Collaborate with departments to gather relevant data and assumptions for financial models.
Prepare regular and ad-hoc financial reports for senior management, department heads, and stakeholders, including key metrics, variance analysis, and insights.
Collect, clean, and analyze large datasets from diverse sources to generate financial insights; use data science techniques, statistical analysis, and predictive modeling to support financial strategies and decisions.
Collaborate with business units to develop financial forecasts that highlight risks, opportunities, and areas for improvement.
Participate in the annual budgeting process and ensure alignment with strategic objectives; use historical data, industry trends, and business drivers to develop projections.
Conduct financial analysis to identify improvement opportunities and optimize costs; work with cross-functional teams to assess performance, identify risks, and recommend solutions.
Analyze financial and operational performance metrics to identify trends, anomalies, and improvement opportunities; present findings to stakeholders and contribute to data-driven business strategies.
Present financial data and analysis clearly and visually, using data visualization tools to explain trends and insights.
Communicate financial results, forecasts, and recommendations to senior management and other stakeholders.
Collaborate with teams to collect data, understand business drivers, and align financial analysis with strategic initiatives.
Identify opportunities to improve financial modeling processes, reporting tools, and finance department efficiency.