Financial Analyst

Job Description Title: Financial & Revenue Analyst

Department: Operations & Finance
Reports To: Head of Operations (Michael Segura) & CEO (Dr. Christian Gonzalez)
Compensation: $35.00 per hour

Position Summary

The Financial & Revenue Analyst supports the organization's financial performance by analyzing revenue streams, developing forecasting models, and preparing accurate internal financial reports. This role provides critical insights for leadership decision-making and maintains financial models related to overhead, provider revenue distribution, and clinic performance. The ideal candidate has strong analytical ability, advanced Excel skills, and a clean, structured reporting style.

Essential Duties & Responsibilities: Revenue & Profitability Analysis

• Calculate physician overhead distribution and APP cost attribution.
• Manage profit-sharing models for eligible members.
• Maintain detailed revenue breakdowns by clinic, provider, and ancillary service line.
• Analyze payer mix, reimbursement patterns, cash flow, and financial trends.

Financial Modeling & Forecasting

• Build forecasting models and monthly/quarterly financial projections.
• Assist with budget development, cost-containment planning, and operational financial strategies.
• Create scenario analyses to support leadership in decision-making.

Reporting & Data Management

• Prepare internal financial reports for the CEO, Head of Operations, and senior leadership.
• Present financial insights in a clean, concise, and actionable reporting format.
• Maintain and organize datasets across revenue streams, clinics, and service categories.

Required Skills & Qualifications

• Advanced proficiency in Excel/Google Sheets (formulas, pivot tables, modeling).
• SQL or Business Intelligence experience preferred (Power BI, Tableau).
• Familiarity with CPT codes or willingness to learn quickly.
• Strong understanding of managerial accounting principles.
• Excellent analytical, organizational, and problem-solving skills.
• Strong attention to detail and accuracy.

Preferred Experience

• Experience in healthcare finance, revenue cycle analysis, or multi-clinic operations (preferred but not required).
• Prior work with financial models, forecasting, or revenue analysis.

Job Type: Full-time

Pay: From $35.00 per hour

Expected hours: 36 – 40 per week

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person