What are the responsibilities and job description for the Senior Financial Analyst position at PT Solutions Physical Therapy?
Job Overview & Responsibilities
The Senior Financial Analyst plays a key role in supporting financial planning, analysis, and strategic decision-making across the organization. This position partners closely with leaders to deliver budgeting, forecasting, reporting and insights that drive performance and long-term growth. The ideal candidate should have strong analytical, organizational, communication and problem-solving skills and be able to present financial analyses in a concise and easily comprehensible manner
Essential Functions
- Develop and maintain detailed financial models to support budgeting, forecasting, reporting and long-range planning
- Prepare and deliver timely, accurate monthly financial analyses for management that provide insights into the company’s performance
- Analyze financial and KPI performance versus budget and forecast and identify key drivers and trends
- Partner cross-functionally with Accounting, Operations and other teams to ensure data integrity and consistency in financial reporting
- Assist with preparation of materials for management, board meetings and investors as needed
- Improve and streamline financial processes, reporting tools and forecasting methodologies to enhance efficiency and scalability
- Proven ability to manage multiple priorities, meet deadlines and work effectively in a fast-paced environment
Qualifications & Pay Range
Required Skills & Abilities
- Strong financial modeling, forecasting and analytical skills with high attention to detail
- Advanced skills in Microsoft Excel (Index, Match, Sumproduct and Indirect functions as well as Power Query and relational databases)
- Excellent communication skills (both oral and written) and ability to translate complex financial data into clear business insights
- Ability to manage multiple priorities, meet deadlines and work effectively in a fast-paced environment
- Advanced proficiency in Microsoft Office (Excel, PowerPoint and Word), SQL, NetSuite, or related financial systems
- Highly motivated and ability to work independently
- Healthcare experience preferred but not a requirement
Required Credentials
- Bachelor’s Degree (Finance or Accounting degree preferred)
- Minimum 1 year of work experience (investment banking, private equity, corporate finance preferred)
Company Overview
A Top Workplace
At PT Solutions, we’re more than colleagues; we’re a tight-knit community united in our mission to expand access to quality care. Our commitment to you is evident in our industry-leading professional development opportunities. From ongoing evidence-based clinical education to dedicated mentorship opportunities and an APTA-accredited Orthopedic Residency Program, we propel our clinicians toward excellence in physical therapy, occupational therapy, speech-language pathology, and athletic training.
PT Solutions has been named a 2026 USA Today Top Workplace for the fifth consecutive year, based entirely on employee feedback. We’ve also earned five Culture Excellence Awards for Innovation, Professional Development, Work-Life Flexibility, Appreciation, and Purpose & Values. This recognition reflects a culture built around supporting our people. It’s not just what we do, but how we make people feel. Through human connection, intentional care, and being all in for one another, we create experiences that make a difference. Because together, we do great better.
Let’s go further together and transform care. Join the #PTSLife today! To see what #PTSLife is like, visit Instagram, Facebook, and LinkedIn.
We are an equal opportunity employer and welcome all qualified candidates to apply!