Financial Analyst

Wellthy

United States · Posted Jul 17


Job description

Responsibilities: The Financial Analyst will own financial reporting, department-level KPI tracking, and the creation of monthly leadership reporting decks. They will also conduct margin analysis and manage imputed income reporting while partnering with cross-functional teams to validate data.

Requirements: Requires a BA/BS degree in Finance, Accounting, or Economics with 2-4 years of experience in an analytical role. Proficiency in Excel/Google Sheets and experience with BI tools and Salesforce is strongly preferred.

Key skills: Financial Analysis, FP&A, Financial Modeling, Excel, Google Sheets, BI Tools, Salesforce, QuickBooks Online, Margin Analysis, KPI Tracking, Data Validation, Cross-functional Communication

Keywords: Financial Analysis, FP&A, ROI Modeling, KPIs, Margin Analysis, Imputed Income, BI Tool, Omni, Tableau, Salesforce, SFDC, QuickBooks Online, Financial Modeling, Data Pipelines, Automation, AI, Care Infrastructure, Healthcare, Corporate Finance

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