Financial Business Analyst

4 days ago

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WRS Health

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More than just a cloud-based EHR & Practice Management software.

201 - 500 employees

📋 Description

• Conduct in-depth financial analysis, including modeling, budgeting, forecasting, variance analysis, and ROI assessments. • Evaluate and analyze business and financial operations to identify risks, gaps, and opportunities for efficiency and growth. • Develop, monitor, and interpret financial and operational performance metrics, KPIs, and dashboards. • Partner with leadership to design and implement process improvements that drive financial and operational scalability. • Support strategic decision-making by assessing the financial impact of business initiatives across Product, Sales, and Operations. • Research industry trends, benchmarks, and best practices in SaaS and health-tech to inform financial and business recommendations. • Prepare clear, concise financial reports and presentations that communicate actionable insights to stakeholders. • Ensure compliance with financial standards, policies, and internal controls.

🎯 Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field (MBA or advanced degree preferred) • Minimum of 5 years of experience as a Financial Analyst, Business Analyst, or in a hybrid role combining both • Proven ability to perform financial modeling, budgeting, forecasting, and reporting at a high level • Experience analyzing and improving business processes, with a strong understanding of operational inefficiencies • Background in SaaS or health-tech industries preferred • Proficiency with BI and data visualization tools (e.g., Power BI, Tableau, Looker) • Advanced skills in Excel, with experience in accounting/finance platforms such as QuickBooks, Xero, and SQL-based analysis • Strong communication skills, with the ability to present complex financial information to non-financial stakeholders • Critical thinker and problem-solver who thrives in a fast-paced, evolving environment.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development