What are the responsibilities and job description for the Senior Financial Analyst position at Hoxton Circle?
Our client is a growing, well-established healthcare-affiliated organization based in Western Nassau County with a strong reputation for operational excellence and a collaborative, professional culture. With continued expansion across its business lines, the company is seeking a high-caliber Senior Financial Analyst to join its team and serve as a strategic thought partner to senior leadership.
Position Overview
The Senior Financial Analyst will play a critical role in supporting the financial health and strategic direction of the organization. This individual will serve as a key business partner to both finance and non-finance stakeholders, leveraging advanced Excel and SQL capabilities to translate complex financial and operational data into clear, actionable insights that drive decision-making at the executive level. The ideal candidate is a polished, confident communicator with strong analytical capabilities, executive presence, and a genuine passion for the business of healthcare
Key Responsibilities
- Lead and support the annual budgeting and forecasting processes, ensuring accuracy, timeliness, and alignment with organizational goals
- Build, maintain, and continuously improve financial models in Excel that support strategic planning, scenario analysis, and operational decision-making
- Utilize SQL to extract, manipulate, and analyze large datasets from internal systems, translating raw data into meaningful financial insights and reporting
- Prepare and deliver high-quality financial presentations for senior leadership and key stakeholders across the organization
- Partner cross-functionally with department heads and business leaders to provide financial guidance, performance analysis, and actionable recommendations
- Monitor and analyze financial results against budget and prior periods, identifying trends, variances, and opportunities for improvement
- Develop and maintain KPI reporting and management dashboards that provide real-time visibility into business performance
- Automate and streamline recurring reporting processes using SQL queries and advanced Excel functionality including pivot tables, Power Query, and complex formulas
- Support ad hoc financial analysis and special projects as requested by senior leadership
- Communicate financial information clearly and effectively to both finance and non-finance audiences at all levels of the organization
Qualifications
- Minimum of four years of FP&A or financial analysis experience, preferably within a healthcare, medical, or healthcare-affiliated organization
- Advanced proficiency in Microsoft Excel, including financial modeling, pivot tables, Power Query, and complex formula construction
- Hands-on SQL experience with the ability to independently write and optimize queries to extract and analyze data from relational databases
- Demonstrated ability to build sophisticated financial models and translate data into compelling, executive-ready narratives
- Strong experience supporting budgeting, forecasting, and long-range planning processes
- Exceptional communication and presentation skills, with the executive presence to engage confidently with senior leaders and cross-functional stakeholders
- Proven business partnering skills with the ability to influence and collaborate across all levels of the organization
- Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment
- Experience with ERP or financial planning systems a plus; familiarity with Power BI or Tableau a bonus
- Bachelor's degree in Finance, Accounting, Economics, or a related field required; MBA or CPA a plus
Salary : $98,000 - $117,000