Position Overview:

The Senior Data Analyst (SDA) plays a critical role in financial planning and operational analysis, supporting strategic and operational decisions across the organization. The SDA provides insightful reporting to finance leadership and operational team partners; concise, reliable analyses and forecasts; and detailed, replicable models.

The SDA is skilled at combining relevant operating and financial information to develop actionable reports for leadership and collaborate with leadership to drive key planning initiatives and prepares thoughtful analyses in collaboration with various members of the Senior Leadership Team.

Essential Job Functions:

Data Analysis:

The SDA will collaborate with leadership to define data-driven solutions and strategies that align with business objectives.

• Develop and implement data collection systems and other strategies that optimize statistical efficiency and data quality; Assess and improve existing tools and methodologies to enhance the quality and reliability of analytical processes.
• Use advanced tools and techniques to extract, transform, and organize data from primary and secondary sources.
• Conduct in-depth analyses to identify patterns, trends, and correlations within complex data sets and provide actionable insights to stakeholders.
• Prepare comprehensive reports and visualizations for SLT and stakeholders, presenting key findings and strategic recommendations.
• Provide expertise in statistical modeling, data visualization, and predictive analytics to address complex business challenges.
• Lead the creation and maintenance of templates, tools, and guidelines to streamline processes and ensure accurate budgeting practices

  Ongoing & ad hoc:

  • Develop and maintain models to assess business performance, evaluate risk, and support strategic decision-making; conduct regular reviews with stakeholders, analyzing trends to identify opportunities for growth, cost optimization, and process improvement
  • Provide complex analytical modeling through the analysis and interpretation of data in support of cross-functional business operations
  • Identify process improvement opportunities; support and help drive cost optimization initiatives, margin improvements, and scalable growth strategies
  • Lead financial modeling for new business initiatives, product launches, and investment opportunities
• Bring a hands-on, curious mindset to improving processes and solving business challenges
• Present findings and recommendations in a clear and concise manner, effectively communicating complex financial concepts to non-financial audiences
• Continuously evaluate and improve financial processes and systems to enhance efficiency and accuracy in reporting and forecasting

Minimum Qualifications:

The ideal candidate will have a strong background in financial analysis, a solid understanding of the healthcare or durable medical equipment industry, and experience working in a private equity-backed environment.

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 5+ years of experience in financial planning and modeling; experience identifying and quantifying impact of financial driver activities
• Advanced proficiency in Microsoft Excel and Business Intelligence tools.
• 2+ years working with data warehouses (e.g., building models using large-scale data from enterprise systems).
• Working knowledge with ETL processes, data modeling and architecture; understanding of data governance, data integrity, and data management
• Strong communication and presentation skills with the ability to translate complex financial information into actionable insights.
• Analytical and problem-solving skills with strong emphasis to detail.
• Driven self-starter who enjoys building complex, driver-focused models
• Demonstrated ability to work effectively with senior leaders and cross-functional teams