Financial Analyst
Skills
About the Role
You'll join the FP&A team in a hands-on detail-oriented role embedded within the Commercial organization. You'll bring sharp analytical instincts, a bias for action, and the ability to deliver reliable financial support at a pace that keeps up with a fast-moving sales team and pricing leader. You'll develop and maintain pricing models, analyze cost impacts, partner across Commercial, Clinical/Operations, and Actuarial teams, review deal opportunities and RFPs, and support budgeting and forecasting using tools like Adaptive Insights and AI-powered analytics.
Requirements
- 3–6 years of pricing, commercial finance, or operations finance experience; healthcare, BPO, or technology-enabled services industry background preferred
- Advanced Excel and financial modeling skills
- Comfortable working across both Google Suite (Sheets, Slides, Docs) and Microsoft Office products
- Demonstrated ability to build and maintain complex pricing models
- Clear and confident communicator - able to present financial findings to non-finance stakeholders in a concise, actionable way
- Highly organized, self-directed, and comfortable managing multiple deliverables across functions and time zones simultaneously
- Familiarity with healthcare industry or medical billing/reimbursement models, specifically in utilization management (prior authorization) and payment integrity
- Hands-on experience with Adaptive Insights / Workday Adaptive Planning
- Exposure to AI-assisted analytics or business intelligence tools (Claude, Power BI, Tableau, or equivalent)
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Advanced degree of MBA or CPA/ICAI a plus
Responsibilities
- Develop, maintain, and utilize pricing models to forecast profitability, revenue impact, and margin changes
- Analyze the cost impact of process and product improvements, incorporating them into financial and pricing models
- Partner with Commercial, Clinical/Operations, and Actuarial teams to develop comprehensive pricing models and present strategic summaries to executive leadership
- Review and approve deal opportunities, RFP responses, custom pricing structures, and discounting frameworks
- Gather and compile data points from internal systems to monitor financial performance, metrics, and client profiles
- Assist with organization-wide strategic projects and provide scenario modeling, serving as the subject matter expert for pricing strategy and inputs
- Support budget and forecast preparation for the sales and marketing organizations
- Utilize Adaptive Insights (Workday Adaptive Planning) to manage planning cycles, scenario modeling, and financial reporting
- Apply AI-powered analytics tools to automate routine tasks and surface insights faster