Senior Financial Analyst

What You’ll Do:

• Lead budgeting, forecasting, and financial reporting for assigned service lines
• Build financial models, pro formas, and business cases that support operational and strategic decisions
• Serve as a trusted advisor to executives and leaders, providing insights that guide both day‑to‑day operations and long‑term planning
• Become a subject‑matter expert in your service lines — understanding products, customers, processes, and financial drivers
• Support Corporate Development with modeling, due diligence, and M&A pipeline analysis
• Identify trends, create KPIs, and recommend improvements that enhance performance and financial outcomes
• Strengthen business case processes, ROI tools, and reporting mechanisms
• Educate leaders on financial concepts and drivers impacting results
• Lead or support process improvements across Finance, including system enhancements and best‑practice development
• Contribute to financial system upgrades, reporting improvements, and troubleshooting
• Collaborate across Finance and provide backup support to other analysts as needed
• Help elevate financial literacy across the organization

What You Bring:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (required)
• MBA or Master’s degree (preferred)
• 1–3 years of experience in finance, accounting, financial operations, or related field
• Strong analytical, modeling, and problem‑solving skills
• Ability to communicate financial information clearly and confidently
• Experience with financial systems (Oracle Cloud ERP preferred)
• Experience in healthcare or manufacturing (preferred)
• Project management experience (preferred)
• Strong presentation, collaboration, and customer‑service skills
• Ability to work decisively across all levels of the organization
• Commitment to supporting a mission‑driven organization

Why This Role Matters:

• Financial Operations * Helps prepare annual operating budgets, forecasts, and financial reports and analysis. Delivers timely financial results, using a robust qualitative and quantitative approach to inform internal stakeholders. * Serves as a trusted advisor and strategic partner with executives and leadership teams of assigned service lines and corporate functions to provide financial support for current operations and decision support for future operational proposals and growth. * Can become the subject matter expert of assigned service line and corporate service area products, services, customers, and business processes. * Support Corporate Development team in the creation of complex financial models, due diligence and evolution of Versiti’s M&A pipeline. * Contributes to the achievement of profitability, growth, and operational objectives; recommends improvements to enhance customer satisfaction and financial margins through the development of pricing, costing, and financial impact models. * Create and measure key financial drivers and performance indicators to identify operational trends and provide recommendations for business improvement. * Contributes to and help evolve business case processes; inputs and outputs, timelines, artifacts, ROI templates, reporting and tracking mechanisms. * Educates on financial concepts, concerns and issues impacting results.
• Process Improvements and Financial Policies * Develops and implements process improvement within responsibility area and offer ideas and support improvements in other areas within Finance to ensure efficiency and effectiveness of processes using industry best practices. * Participates in the development, enhancement, and maintenance of organization financial systems, in addition to maintaining procedures for responsibility areas to ensure quality of accounting, transaction processing, internal controls, and financial reporting. * Promotes and maintains compliance with Generally Accepted Accounting Principles and related accounting and reporting standards and guidance.
• Financial Systems * Participates in the development, enhancement, and maintenance of the organization’s financial systems including assisting in product selection decisions, working on design and implementation of projects, performing ongoing upgrades and troubleshooting, and creating/modifying system generated reports and inquiries.
• Provides back-up support to other Financial Analysts as needed.
• Actively contributes to Versiti Finance Leadership Team. Leads assigned projects and initiatives.
• Elevates financial literacy of the organization.
• Performs other duties as assigned
• Complies with all policies and standards

• Bachelor's Degree in Finance, Accounting, Economics or a related discipline from an accredited college or university required
• MBA preferred
• Master's Degree Master’s Degree preferred

• 1-3 years of experience in finance, financial operations, accounting and/or related field required
• Experience with financial systems preferred
• Ability to understand and communicate financial information clearly and concisely required
• Experience in a health care or manufacturing environment preferred
• Oracle Cloud ERP system and/or financial report writing experience preferred
• Project Management experience preferred

• Effective verbal and written communication, problem solving, decision making, conflict resolution, and organizational skills
• Effective interpersonal and customer service skills
• Ability to work collaboratively and decisively across levels of the organization
• Excellent reasoning and analytical skills with the ability to effectively communicate technical financial information to management
• Effective presentation and training skills
• Working knowledge of spreadsheets, word processing, database and other applications, including networked personal computers and integrated information systems
• Understand the purpose of a mission-driven organization and how financials support the organization's achievement of its mission.