Client Success Financial Analyst

Accountabilities

Develop financial feasibility assessments and projections for prospective clients, evaluating revenue potential, anticipated costs, operational assumptions, profitability, and sensitivity scenarios.
Conduct financial analyses for existing clients to assess growth opportunities, service expansions, changes in scope, operational initiatives, and other factors affecting financial performance.
Partner with Client Services teams to monitor client financial and operational results, identify emerging trends, and proactively communicate risks and opportunities.
Build and maintain financial models, forecasts, and scenario analyses to help leadership understand the financial implications of strategic and operational decisions.
Support business growth by evaluating new opportunities, pricing considerations, service expansions, and proposed business changes, clearly articulating their expected financial impact.
Collaborate with Client Services and Operations to establish, monitor, and refine key performance indicators (KPIs), connecting financial outcomes with operational performance drivers.
Prepare and review revenue projections, working with operational and client-facing teams to understand short-term and long-term revenue and cost expectations.
Deliver ad hoc financial analyses and decision support to senior leadership, including sensitivity analyses, trend assessments, scenario modeling, and business case development.
Contribute financial modeling and analytical expertise to special projects and cross-functional initiatives involving strategic priorities, operational improvements, and client-specific opportunities.
Identify opportunities to enhance reporting, dashboards, performance metrics, and analytical tools to improve visibility into client and business performance.
Support revenue optimization, cost-efficiency, and operational improvement initiatives by quantifying potential benefits, tracking results, and measuring financial impact.
Requirements
Bachelor's degree or equivalent professional experience in finance, accounting, business, economics, or a related field.
Strong critical-thinking, analytical, and problem-solving skills, with the ability to interpret complex financial information and identify meaningful business insights.
Demonstrated ability to identify and communicate financial and operational trends, risks, and growth opportunities.
Proven ability to translate complex analyses into clear, actionable recommendations for operational teams and senior leadership.
Strong interpersonal and communication skills, with the ability to collaborate effectively across Client Services, Operations, and other cross-functional teams.
Advanced proficiency in Microsoft Excel, including financial modeling, forecasting, and data analysis, along with working proficiency in Microsoft PowerPoint for presenting findings and recommendations.
Strong organizational skills and the ability to manage competing priorities while adapting to changing business requirements and client needs.
Ability to work independently, take ownership of analytical deliverables, and contribute effectively within a collaborative team environment.
Exceptional attention to detail, combined with the ability to maintain a broader perspective on business objectives and strategic priorities.
Confidence in challenging assumptions, validating financial inputs, and clearly explaining and defending analytical conclusions.
Preferred qualification: Previous experience in healthcare, revenue cycle management (RCM), or a related financial analysis environment is an advantage.
Benefits
Competitive annual salary: Base pay range of $48,131–$81,225.49, depending on location, experience, relevant skills, education, training, and role-related factors.
Annual bonus opportunity: Eligibility to participate in an annual bonus plan with a target of 5% of base pay, subject to applicable plan terms.
Remote work: A remote position based in the United States, offering flexibility in where you work.
Healthcare industry impact: An opportunity to contribute to improved financial performance for healthcare providers and help strengthen the financial operations that support patient care.
Professional development: Opportunities to expand financial expertise, develop new analytical skills, and learn from evolving healthcare technologies and business practices.
Career growth: Access to a growing professional environment with opportunities to explore new career paths and take on broader responsibilities.
Collaborative culture: Work alongside cross-functional teams in an environment that values innovation, shared expertise, adaptability, and meaningful contributions.
Meaningful work: Participate in strategic initiatives that support client success, operational efficiency, revenue improvement, and long-term business growth.
Inclusive workplace: A commitment to equal employment opportunities and a professional environment that respects diversity and supports individuals from different backgrounds.