Job Description

Hello;

Title: Financial Analyst

Location is Philadelphia, PA (Onsite)

Long Term

Mandatory Skills:

Financial Planning & Analysis (FP&A) - 5+ Years

Budgeting & Forecasting - 5+ Years

Financial Reporting & Financial Statements - 5+ Years

Variance Analysis & Spend Management - 5+ Years

Advanced Microsoft Excel (Financial Modeling, Data Analysis) - 5+ Years

Corporate Finance / Accounting Principles - 5+ Years

Project Financial Management - 3+ Years

Financial Systems (SAP / Oracle / Hyperion / Workday) - 3+ Years

Executive Stakeholder Management & Presentation Skills - 3+ Years

ROI Analysis & Business Case Development - 3+ Years

Preferred / Nice-to-Have Skills

Healthcare or Health Insurance Domain Experience

Power BI

Tableau

CPA / CMA / MBA Certification

IT Portfolio Financial Management

Process Improvement & Financial Governance

Domain Experience (If any ) Good to have healthcare/Insurance experience

Location - Philadelphia, PA (Onsite)

Onsite Requirement - Work model-Onsite

Number of days onsite -

JD:

Financial Analyst Location: Philadelphia, PA (Onsite) Industry: Healthcare / Insurance

Position Summary:

We are seeking a highly motivated and analytical Financial Analyst to support financial planning, expense management, forecasting, budgeting, and business decision-making across key operational and technology portfolios. The ideal candidate will partner closely with business and leadership teams to provide financial insights, monitor spend, track variances, and help drive fiscal accountability and operational efficiency. This role requires a strong background in financial analysis, accounting principles, budget management, forecasting, and executive stakeholder engagement. The successful candidate will be energetic, proactive, detail-oriented, and comfortable working in a fast-paced, collaborative environment. Key Responsibilities Financial Planning & Budget Management Develop, maintain, and manage annual budgets, forecasts, and long-range financial plans. Monitor operational and project-related expenditures against approved budgets. Support monthly, quarterly, and annual financial planning cycles. Analyze budget utilization and identify opportunities for cost optimization. Spend Management & Variance Analysis Track actual spend versus budget and forecast. Perform detailed variance analysis and provide actionable recommendations. Identify financial risks, trends, and cost drivers impacting business performance. Develop financial models to support investment and resource decisions. Financial Reporting & Forecasting Prepare financial reports, dashboards, and executive summaries for leadership review. Generate monthly financial outlooks and projections. Support financial close activities and reconcile financial data. Ensure accuracy and integrity of financial information across reporting systems. Project Financial Management Monitor project financials, including budgets, forecasts, resource costs, and capital/operational expenditures. Collaborate with project managers to track financial performance and forecast project spending. Support business case development, ROI analysis, and investment planning initiatives. Leadership & Stakeholder Partnership Work directly with senior leaders, portfolio managers, and department heads to understand financial performance and business priorities. Provide strategic financial guidance to support decision-making. Present financial insights and recommendations to leadership in a clear and concise manner. Drive accountability through regular financial reviews and governance meetings. Process Improvement & Governance Continuously improve financial reporting processes and forecasting methodologies. Ensure compliance with company financial policies, controls, and audit requirements. Support automation and reporting enhancement initiatives.

Required Qualifications: Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field. 5+ years of experience in Financial Planning & Analysis (FP&A), Financial Analysis, Accounting, or Corporate Finance. Strong experience managing budgets, forecasts, and financial reporting for a department, business unit, or enterprise function. Experience tracking and analyzing financial variances and performance metrics. Strong understanding of accounting principles and financial statements. Advanced proficiency in Microsoft Excel, including financial modeling and data analysis. Experience working with financial systems such as SAP, Oracle, Hyperion, Workday, or similar platforms. Preferred Qualifications Experience in Healthcare or Health Insurance industry. Experience supporting IT, Operations, or Project Portfolio financial management. CPA, CMA, MBA, or equivalent professional certification preferred. Experience with Power BI, Tableau, or advanced reporting tools.

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