The Financial Analyst supports clients in a variety of financial initiatives, working under the direction of the upper level Finance & Accounting personnel.


  • Works with all levels of Management and clients to collect data to support implementation of processes to improve client profitability

  • Collaborates with the finance and accounting team to provide analysis to clients based on historical performance, variance analysis, industry benchmarks and other key performance indicators

  • Completes fee schedule analysis to optimize client revenue

  • Produces production management reports and reviews revenue cycle key performance indicators

  • Facilitates the collection of due diligence items for Mergers and Acquisitions

  • Assists in physician practice start-up forecasting and financial and accounting process implementation

  • Client support related to various practice management systems and accounting inquiries

  • Ad hoc analysis to provide clients margin analysis, staffing models, budgeting and proforma modeling

  • Ability to define problems and identify solutions; possess strong time management skills

  • Developing and/or improving preliminary deliverables for client engagements

  • Support team in producing quality reporting

  • Support other team members when needed

  • Ability to gain confidence of client personnel

  • Have the ability to collect and organize data to draw valid conclusions with attention to detail

  • Able to collaborate and contribute as a strong team member, and have good communication skills, orally and in writing

  • Follow guidelines on engagement as established by other team members who are leading the project effort

  • Monitor individual schedule, work priorities and tasks

  • Plan and organize individual projects and responsibilities

  • Track and record time spent on client projects


  • Bachelor’s Degree required

  • 1+ years prior financial analysis work experience

  • Industry experience preferred but not required

  • Intermediate knowledge of Excel & relational databases


  • Knowledge of Practice Management Systems

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