Financial Analyst

New York, United States | Contract


Financial Analyst – New York, NY

Our client is a medical services company based in New York, NY (mid-town). They are seeking a Manager of Financial Reporting & Analysis.

Position Description:

The Financial Analyst is responsible for financial planning, analysis and projection. They forecast future revenues and expenditures to establish cost structures and determine capital budgeting for projects. The Financial Analyst will work with functional leadership and will need to be well versed in financial modeling and utilizing excel.  The strong Financial Analyst will be detail oriented, thorough, and analytical and possess the ability to take the initiative to work and think independently while also being able to collaborate well in a team setting.


  • Analyze financial data by collecting, monitoring and creating financial models for decision support
  • Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management
  • Identify financial status by comparing and analyzing actual results with plans and forecasts
  • Guide cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions
  • Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials
  • Increase productivity by developing automated reporting and forecasting tools
  • Perform market research, data mining, business intelligence, and valuation comps
  • Determine cost of operations by establishing standard costs and collecting operational data
  • Reconcile transactions by comparing and correcting data
  • Maintain various databases by entering, verifying, and backing up data
  • Protects operations by keeping financial information confidential
  • Contributes to team effort by accomplishing related results as needed
  • Flexible with taking on new responsibilities as needed
  • Perform other duties as assigned


  • 4-5 years of relevant experience
  • Bachelor’s degree in Accounting or Finance; MBA or CPA preferred
  • Expert-level analytical and financial modeling skills
  • Must have extremely strong MS Excel skills
  • Strong PPW skills (will be putting together board presentations and needs to know more than copy & paste for charts and alike)
  • Strong organizational skills and attention to detail
  • Ability to multi-task and work in a challenging fast paced environment
  • Excellent written and verbal communication skills
  • Maturity, professionalism, and high level of discretion are required
  • Independent worker and analytical thinker with ability to conduct research, data analysis and resolve complex problems
  • Strong presence with the ability to interact with Senior Leadership