Job description

The Senior Financial Analyst (FP&A & Business Intelligence) will serve as a key partner to finance leadership and operational stakeholders across VMG Health. This role is responsible for delivering financial analysis, performance reporting, dashboard development, and business insights that support decision-making across practices, service lines, and corporate functions. The position will play a central role in building, enhancing, and maintaining reporting solutions that provide visibility into financial and operational performance. Working closely with leaders throughout the organization, the Senior Financial Analyst will translate business needs into meaningful dashboards, reports, and analytical tools while supporting budgeting, forecasting, and financial planning activities. The ideal candidate combines strong financial acumen with advanced analytical and reporting capabilities, demonstrates expert-level Excel skills, and has experience developing dashboards and business intelligence solutions that enable data-driven decision making. Requirements Key Responsibilities • Support the annual budgeting process, monthly forecasting cycles, long-range planning, and financial modeling activities. • Perform financial and operational analysis to identify performance trends, risks, opportunities, and key business drivers. • Develop, maintain, and enhance dashboard solutions and reporting tools that provide actionable insights to operational and executive stakeholders. • Partner with leaders across VMG Health practices and service lines to define reporting requirements and build customized dashboards that support business performance and operational decision-making. • Design, automate, and improve recurring financial, operational, and management reporting processes. • Utilize data from ERP, project accounting, and other business systems to create meaningful reporting and analytics. • Support project profitability, utilization, revenue, and operational performance reporting. • Develop and maintain key performance indicators (KPIs) and performance scorecards across the organization. • Ensure data accuracy, consistency, and integrity across reporting platforms and business intelligence solutions. • Collaborate with Finance, Operations, and IT teams to improve data availability, reporting capabilities, and system utilization. • Prepare monthly and quarterly reporting packages, presentations, and analyses for senior leadership. • Identify opportunities to streamline reporting processes, improve efficiency, and enhance organizational use of data. • Support ad hoc financial analyses, strategic projects, acquisitions, and special initiatives as needed. Required Qualifications • Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field. • 3+ years of experience in FP&A, financial analysis, business intelligence, reporting, or a related analytical role. • Advanced Microsoft Excel skills, including complex formulas, pivot tables, data modeling, and financial analysis. • · Demonstrated experience developing dashboards, visualizations, and reporting solutions using Power BI or similar business intelligence platforms. • Strong understanding of budgeting, forecasting, financial reporting, variance analysis, and KPI development. • Experience working with ERP and enterprise reporting systems; NetSuite experience preferred. • Ability to gather business requirements, synthesize complex data, and develop reporting solutions for a variety of stakeholder groups. • Strong analytical, problem-solving, and critical-thinking skills. • Excellent communication and relationship-building skills with the ability to work effectively across finance and operational teams. • Strong attention to detail, data quality, and process discipline. • Self-starter who thrives in a fast-paced, growth-oriented environment. Preferred Qualifications • Experience within professional services, healthcare consulting, healthcare services, or project-based organizations. • Experience supporting financial and operational reporting in a multi-service-line environment. • Experience with data warehouses, data lakes, and reporting automation initiatives. • Experience supporting acquisitions, integrations, and related financial analysis. • Experience preparing management and executive-level reporting materials. • Based in Philadelphia, PA or Dallas, TX About VMG Health VMG Health is a leading healthcare consulting firm providing specialized advisory services to healthcare organizations nationwide. Our teams bring deep industry expertise and practical insight to help clients navigate complex financial, operational, strategic, and regulatory challenges across the healthcare industry.

Requirements

Must-haves

Support the annual budgeting process, monthly forecasting cycles, long-range planning, and financial modeling activities.
Perform financial and operational analysis to identify performance trends, risks, opportunities, and key business drivers.
Develop, maintain, and enhance dashboard solutions and reporting tools that provide actionable insights to operational and executive stakeholders.
Partner with leaders across VMG Health practices and service lines to define reporting requirements and build customized dashboards that support business performance and operational decision-making.
Design, automate, and improve recurring financial, operational, and management reporting processes.
Utilize data from ERP, project accounting, and other business systems to create meaningful reporting and analytics.
Support project profitability, utilization, revenue, and operational performance reporting.
Develop and maintain key performance indicators (KPIs) and performance scorecards across the organization.
Ensure data accuracy, consistency, and integrity across reporting platforms and business intelligence solutions.
Collaborate with Finance, Operations, and IT teams to improve data availability, reporting capabilities, and system utilization.
Prepare monthly and quarterly reporting packages, presentations, and analyses for senior leadership.
Identify opportunities to streamline reporting processes, improve efficiency, and enhance organizational use of data.
Support ad hoc financial analyses, strategic projects, acquisitions, and special initiatives as needed.
Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field.
3+ years of experience in FP&A, financial analysis, business intelligence, reporting, or a related analytical role.
Advanced Microsoft Excel skills, including complex formulas, pivot tables, data modeling, and financial analysis.
Demonstrated experience developing dashboards, visualizations, and reporting solutions using Power BI or similar business intelligence platforms.

Nice-to-haves

Experience working with ERP and enterprise reporting systems; NetSuite experience preferred.
Experience within professional services, healthcare consulting, healthcare services, or project-based organizations.
Experience supporting financial and operational reporting in a multi-service-line environment.
Experience with data warehouses, data lakes, and reporting automation initiatives.
Experience supporting acquisitions, integrations, and related financial analysis.
Experience preparing management and executive-level reporting materials.
Based in Philadelphia, PA or Dallas, TX

Application prep

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Platform: paylocity
Effort: medium