Financial Data Analyst
The Senior Financial Data Analyst at Confidential Client is responsible for analyzing complex financial data to identify trends and generate insights that influence clinical and business decisions within the healthcare industry. This role involves working with large datasets, developing high-visibility analytics and reporting projects, and improving reporting processes with a hybrid work flexibility.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Hospitals and Health Care.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This Financial Data Analyst role is focused on turning complex financial and operational data into clear, actionable insights that influence clinical and business decisions. You will partner across finance, clinical teams, and external stakeholders to deliver high-visibility analytics, reporting, and process improvements.
- Analyze large financial datasets to identify trends, drivers, and variances.
- Build, maintain, and automate financial reports and executive dashboards.
- Translate data findings into clear recommendations and presentations for leadership.
- Collaborate with cross-functional teams (clinical, operations, finance) to support business initiatives.
- Improve data pipelines, reporting processes, and dashboard performance.
- Support ad-hoc analyses, forecasting, and financial modeling as needed.
What We’re Looking For
The ideal candidate blends strong financial acumen with hands-on technical skills in data tools and visualization.
- 4+ years of financial analytics or related technical experience (healthcare experience preferred).
- Advanced Excel skills (pivot tables, complex formulas, modeling).
- Hands-on experience with SQL or other database tools for large dataset analysis.
- Proficiency with Power BI, Tableau, MicroStrategy, or similar visualization platforms.
- Strong analytical, problem-solving, communication, and presentation skills.
- Bachelor’s degree in Finance, Computer Science, Mathematics, Economics, or related field.
- Experience with Python or another analytical programming language is a plus.
Nice-to-Have / Preferred
- Prior experience working with healthcare financial or clinical datasets.
- Experience automating reporting workflows and dashboard refreshes.
- Familiarity with data modeling, ETL concepts, and data governance best practices.
- Strong stakeholder management with the ability to present to senior leaders.
Why This Opportunity
- Join a recognized leader in the healthcare industry.
- Work with large, complex datasets that directly impact clinical and business outcomes.
- High-visibility projects with opportunities to influence strategy.
- Competitive compensation and hybrid work flexibility.
- Opportunity to improve and automate reporting processes and dashboards.
Location & Schedule
- Dallas-Fort Worth Metroplex — hybrid flexibility (on-site and remote schedule to be determined by the hiring manager).
- Full-time position.
Education & Experience
- Bachelor’s degree required (Finance, Computer Science, Mathematics, Economics, or related).
- Minimum 4 years of relevant experience in financial analytics, reporting, or business intelligence.
Core Keywords / Tools
- Excel (advanced), SQL, Power BI, Tableau, MicroStrategy, Python (preferred), financial modeling, dashboard automation
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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