Sr. Financial Analyst, Strategic Investments
About The Position
The Sr. Financial Analyst serves as an advanced analytical expert responsible for leading complex financial modeling, forecasting, and performance analysis that influence business decisions and organizational strategy. The role interprets financial results, assesses trends, develops sophisticated models, and provides guidance to other analysts on best practices and analytical techniques. Operating with substantial independence, the Finance Analyst IV drives continuous improvement in financial processes, enhances reporting frameworks, and shapes decision-support capabilities across the organization. The position delivers high-impact insights, refines methodologies, and supports cross-functional partners in achieving unit goals. Performs other duties as assigned. This is an office role requiring an employee to work onsite at Medica’s Minnetonka, Minnesota office, on average, three days per week.
Requirements
- Bachelor’s degree or equivalent work experience in a related field.
- At least 7 years of experience beyond degree.
Nice To Haves
- Experience in the healthcare industry, preferably supporting financial planning, analysis, or strategic investments.
- Strong experience building and maintaining financial models for multiyear forecasts, resource planning, cost-benefit analysis, and investment scenarios.
- Experience analyzing strategic business cases, including results, forecasts, and budgets.
- Experience translating program and portfolio financial data into dashboards, management reports, and executive-level presentations that highlight performance, risks, and funding considerations.
- Experience using TM1 and/or Workday for financial planning, forecasting, analysis, or reporting.
Responsibilities
- Build, refine, and optimize complex financial models for forecasting, scenario analysis, and strategic planning.
- Analyze financial performance trends and variances and synthesize findings into insights for senior leadership decisions.
- Recommend actions to improve financial outcomes, mitigate risks, or capitalize on emerging opportunities.
- Ensure financial modeling assumptions, methods, and outputs meet standards for accuracy, transparency, and rigor.
- Lead development of multi-year forecasts and annual budgets by coordinating assumptions, validating inputs, and integrating cross-functional information.
- Assess risks and opportunities in budget and forecast submissions and guide teams on model structure and analytical approach.
- Conduct sensitivity analyses and scenario evaluations to highlight potential effects of economic, operational, or strategic changes.
- Present financial projections and drivers to leadership in clear, actionable formats.
- Oversee advanced reporting and analytical tools that track financial performance, key metrics, and variances against plan.
- Identify trends, anomalies, or emerging issues in financial results and recommend methodologies to improve visibility and accuracy.
- Standardize and enhance dashboards, scorecards, and reporting templates to support consistency and decision quality.
- Evaluate reporting processes and propose changes that reduce manual effort and increase analytical value.
- Mentor less experienced analysts on financial modeling, analysis techniques, and best-practice methodologies.
- Review and provide feedback on financial analyses to ensure completeness, accuracy, and alignment with organizational standards.
- Guide team members in structuring analyses, validating data, and interpreting results for stakeholders.
- Contribute to team processes, templates, and tools that improve analytical quality and efficiency.
- Identify opportunities to improve financial workflows, modeling processes, or reporting systems and propose efficiency-enhancing solutions.
- Collaborate with Actuary, Operations, Product, and other departments to align assumptions and financial impacts.
- Translate complex financial concepts for non-finance partners to support stronger decision-making and shared understanding of financial drivers.
- Lead analytical components of cross-functional initiatives, integrating financial insights into planning and execution.
Benefits
- Competitive medical, dental, and vision benefits.
- Paid time off (PTO) and holidays.
- Paid volunteer time off.
- 401(k) contributions.
- Caregiver services.
- Other benefits to support employees.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
