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

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
• Preferred experience with prompt engineering and use of AI to perform financial analysis

Required Credentials

• Bachelor’s Degree (Finance or Accounting degree preferred)
• Minimum 1 year of work experience (investment banking, private equity, corporate finance preferred)

Expanding Access to Quality Care

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 Orthopaedic Residency Program, we propel our clinicians toward excellence in physical therapy, occupational therapy, speech-language pathology, and athletic training.

As we aim to be the go-to rehabilitation provider, we seek committed professionals eager to join us in that mission. A career with PT Solutions is an opportunity to shape the industry and make a lasting impact. 

Let’s go further together and transform care. Join the #PTSLife today! 

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