FINANCIAL OPERATIONS ANALYST

What You’ll Do

Partner with the CFO, COO, and other senior leaders to provide data-driven insights and recommendations
Analyze operational and financial performance across the organization
Develop dashboards, reports, forecasts, and scenario models that support executive decision-making
Evaluate business line performance, operational efficiency, profitability, and cost-to-serve metrics
Support workforce planning through capacity, utilization, productivity, staffing, and timesheet analyses
Assess operational metrics such as time-per-member, time-per-install, and other measures that inform resource planning and efficiency
Identify trends, risks, and opportunities to improve performance and scalability
Partner closely with the Data & Analytics team to enhance reporting, forecasting, and operational insights
Help establish and evolve key metrics, reporting frameworks, and operational analytics capabilities

What Will Help You Succeed

Strong analytical and problem-solving skills
Intellectual curiosity and a desire to understand how the business works
Confidence communicating insights and recommendations to senior leaders
Ability to translate complex data into clear business decisions
Comfort navigating ambiguity and building new processes
Strong collaboration and relationship-building skills
Initiative, ownership, and a desire to help shape a new role

Requirements
Qualifications

Required

Bachelor’s degree in Finance, Analytics, Economics, Business, Operations Management, or a related field
Experience in financial analysis, operational analytics, business analytics, workforce planning, or a related discipline
Strong forecasting, financial modeling, and analytical skills
Advanced Excel proficiency and experience working with large datasets
Experience with Power BI, Tableau, or similar visualization tools
Ability to synthesize data into actionable business insights
Excellent communication and presentation skills

Preferred

MBA or Master’s degree in Finance, Business, Analytics, Economics, Data Science, Healthcare Administration, or a related field
Experience in healthcare technology, healthcare, SaaS, consulting, or other service-based environments
SQL experience
Experience with workforce planning, capacity planning, or operational performance measurement
Familiarity with ERP, CRM, ticketing, and timekeeping systems
Experience with NetSuite or similar financial platforms
Knowledge of healthcare operations and HIPAA requirements

Physical Requirements/Work Environment:

Constant interpersonal skills, teamwork, and customer service. Frequent creativity, mentoring, presentations, and teaching. Occasional decision making and independent judgment or action.
Reading, speaking, writing, and understanding English.
While performing the duties of the job, the employee is regularly required to sit for long periods of time; stand and walk; use hands to finger, handle or feel; reach with hands and arms.
This position requires a virtual home-office environment, working remotely and will require that employees be on camera for all virtual meetings.
The role routinely uses standard office equipment such as computers and mobile devices.
Travel is required to support OCHIN’s business requirements for go-live installations or training which may require travel by air, vehicle, or train.