Sr. Financial Analyst Medical Group

Position Summary

The Senior Outpatient Financial Analyst leads financial and operational analytics for ambulatory and medical group services. This role is responsible for developing reports, financial models, and actionable insights to support strategic decision-making, performance improvement, and financial sustainability.

The analyst partners closely with finance, clinical, and operational leadership to monitor performance, support budgeting, evaluate new initiatives, and optimize provider productivity and compensation. This role may also provide guidance to junior analysts.

Reports to the Director of Finance.

Key Responsibilities

Financial & Performance Reporting

• Produce recurring and ad hoc reports on financial, operational, and productivity performance.
• Develop and manage Key Performance Indicators (KPIs), including profitability, volume, and access metrics.
• Prepare monthly, quarterly, and annual financial and operational reports.
• Support external reporting requirements as needed.

Data Analysis & Insights

• Analyze historical, current, and forecasted data to identify trends and improvement opportunities.
• Perform variance analyses, including payer reimbursement vs. fee schedules.
• Develop benchmarking reports using internal and national data.
• Translate data into actionable recommendations for leadership.

Financial Modeling & Strategic Support

• Build and maintain financial models, including:
  • Pro forma and feasibility analyses
  • Break-even and cost analysis
  • Productivity and staffing models
• Support evaluation of new programs, services, and growth opportunities.
• Partner with leadership and consultants on strategic initiatives.

Provider Productivity & Compensation

• Develop and maintain provider productivity reports using designated internal and external reporting systems, ensuring data accuracy and consistency.
• Actively manages wRVU performance reporting with full accountability for the process.
• Support design, implementation, and management of compensation models.

Budgeting & Financial Planning

• Support annual budget development and forecasting processes.
• Model productivity, revenue, and expenses to inform financial planning.
• Monitor performance against budget and identify risks or opportunities.

Operational & Process Improvement

• Identify opportunities to improve workflows, reporting processes, and data quality.
• Support automation and standardization of reporting.
• Partner with operations to improve efficiency and performance.

Leadership & Collaboration

• Partner with finance, clinical, and operational leaders across the organization.
• Present financial analyses to leadership and committees.
• Participate in committees and organizational initiatives.
• May supervise or mentor junior analysts.

Qualifications

Education

• Bachelor's degree in Finance, Accounting, Business, or related field required
• Master's degree (MBA, MHA, or similar) preferred

Experience

• 3-5+ years of experience in financial or healthcare analytics (medical group or hospital preferred)
• Experience with:
  • Financial modeling and forecasting
  • Provider productivity metrics (e.g., wRVU)
  • Healthcare billing and coding
  • Data analysis and reporting tools

Skills

• Strong analytical and strategic thinking skills
• Advanced Excel and data analysis capabilities
• Ability to build financial models and interpret complex data
• Strong communication and presentation skills
• Detail-oriented with high data accuracy
• Collaborative, service-oriented approach

Work Environment

• Primarily office-based
• Sitting: ~90% | Standing: ~10%

Disclaimer

This job description outlines the primary responsibilities of the role and is not all-inclusive.