Lead Senior Financial Analyst-FP&A - ROI Search Group

We are looking for a Lead Senior Financial Analyst - FP&A to join a prominent healthcare system in Indianapolis. The Lead Senior Financial Analyst - FP&A role is hybrid, typically requiring two days a week in the office. In addition, there will be occasional on-site requirements during training and as business needs may dictate.

The Lead Senior Financial Analyst - FP&A plays a pivotal role in supporting the system financial team by providing vital information, including analysis, reporting, and pro formas, to aid in operational and strategic decision-making. This position offers analytical and consultative support to departmental and service line management, as well as key stakeholders. By analyzing a broad range of data sets—including financial, operational, clinical, and economic—the analyst helps inform strategic and operational decisions. The role involves interpreting complex financial and other relevant data concerning costs, prices, expenses, revenues, and various clinical and operational measures to deliver recommendations to senior management.

Resumes may be submitted directly or via email to hr@roisg.com.

Responsibilities:

• Assist with the preparation of monthly financial reports to accurately summarize and forecast the company's financial position.
• Prepare and coordinate the analysis of records, trends, costs, revenues, expenses, and budgetary variances.
• Assist in cash management operations and the development of the annual operation budget.
• Assist with the preparation of quarterly and year-end annual statements as specified by regulatory agencies.
• Provide detailed, advanced financial and analytical support to improve the effectiveness of reporting, planning, and forecasting activities, streamlining processes, and improving information to drive value.
• Serve as a liaison to management, bridging other financial service areas.

Manage financial responsibilities including:

• Budgeting and Forecasting: Prepare the annual budget and conduct monthly reviews. Analyze data, identify trends, and make recommendations. Develop complex budget scenarios and long-range financial plans for reporting and presentations.
• Data Analysis and Reporting: Perform in-depth analysis of complex data, synthesize results, identify trends, design and run ad-hoc reports, prepare presentation materials, and potentially present findings to management.
• Project and Change Management: Lead and execute significant projects and change initiatives, working with cross-functional teams.
• Client and External Relations: Serve as the subject matter expert, representing the organization to external partners and client groups. Work with new financial systems and support organizational strategies.
• Problem Resolution and Process Improvement: Identify and resolve significant issues using advanced technical and financial knowledge and recommend solutions that may involve the development of new processes.
• Other duties as assigned or necessary to maintain efficient operations of the department and the company as a whole.

Required Qualifications:

• Bachelor’s Degree, in Finance or comparable field preferred.
• Three (3) + years of relevant financial or operational analysis experience.

Experience:

• A combination of strong analytical expertise, strategic and financial planning, and effective communication to enhance operational efficiency and meet the organization's financial objectives.
• Demonstrated ability to manage several projects at once while independently problem solving.
• Extensive analytical experience working with complex data sets.
• Strong experience working in close collaboration with all levels of management.

Benefits:

This position offers competitive compensation with comprehensive health insurance coverage, including dental and vision. Additionally, the organization provides a 401(k) retirement plan with generous matching contributions. Recognizing the importance of work-life balance, the company offers a comprehensive PTO package for team members. Employees are also eligible for a variety of other benefits, including but not limited to life insurance, short-term disability insurance, long-term disability insurance, accidental death & dismemberment insurance (AD&D), accident & critical illness insurance, paid medical leave, health savings account (HSA) & flexible spending account (FSA), employee assistance program (EAP), and tuition reimbursement.

About ROI Search Group:

ROI Search Group is a woman-led staffing firm based in Fishers, IN. We provide comprehensive staffing solutions including direct hire, contract, and contract-to-hire in addition to other specialized and executive searches. Our unique methodology enables us to attract top talent and support candidates' career progression, aligning with our clients' and candidates' priorities to create mutual success.

At ROI Search Group, we are committed to fostering a workplace that values and celebrates diversity. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. We embrace the principles of equal employment opportunity and encourage all qualified candidates to explore career opportunities with us. We believe that a diverse and inclusive workforce enhances our creativity, innovation, and overall success. Join us in our commitment to equality and opportunity.