[Hiring] Financial Analyst @Omm IT Solutions

Role Description

The Financial Analyst serves as a core hands-on resource bridging operational finance, budgeting, and financial planning and analysis (FP&A). This role is designed for a highly analytical professional capable of evaluating complex financial data, forecasting operational performance, and developing data-driven insights to support decision-making across academic, administrative, or clinical units.

Positioned in a hybrid operational finance and planning role, the Financial Analyst works directly with multi-dimensional data sets, ledger reconciliations, budget modeling, and system-level reporting. The ideal candidate combines strong technical mastery of financial systems and data tools with the communication skills required to translate financial metrics into actionable operational recommendations.

Key Responsibilities

• Operational Finance & General Ledger Analysis
  • Perform monthly, quarterly, and annual financial variance analysis, evaluating actual results against budgeted, forecasted, and historical trends.
  • Conduct hands-on general ledger review and cost-center tracking to ensure accuracy in transaction posting, account coding, and revenue/expense allocations.
  • Support month-end close activities by analyzing operational metrics, preparing accrual inputs, and performing balance sheet/income statement reconciliations.
  • Assist department managers and operational leaders with daily financial inquiries, purchasing approvals, and budget tracking.
• Financial Planning, Budgeting & Forecasting
  • Contribute directly to the annual operating and capital budget preparation processes across assigned departments or health system units.
  • Build, maintain, and refine rolling financial forecasts, headcount models, and multi-year projection spreadsheets.
  • Evaluate operational business cases, return-on-investment (ROI) proposals, and capital expenditure requests.
  • Develop dynamic scenario models to assess the financial impact of operational changes, volume shifts, or policy adjustments.
• Reporting, Business Intelligence & Automation
  • Extract, clean, and model complex financial datasets from enterprise platforms using business intelligence and data visualization tools (e.g., Qlik, Power BI, Tableau).
  • Generate routine and ad-hoc financial reporting packages, executive dashboards, and operational KPI scorecards.
  • Identify opportunities to automate manual data collection, streamline spreadsheet workflows, and eliminate reporting defects.
• Stakeholder Collaboration & Compliance
  • Partner with non-financial operational managers, department chairs, and administrative leadership to explain financial performance and variance causes.
  • Ensure all budgeting, reporting, and operational finance practices comply with university policies, state regulations, and U.S. GAAP/GASB standards.
  • Support internal and external audit requests by gathering financial schedules, supporting documentation, and analytical commentary.
• Systems, Analytics & Operational Tools
  • Hands-on proficiency using enterprise ERP systems, specifically Oracle PeopleSoft Financials (alongside familiarity with Workday Financials, Oracle Cloud, or SAP) for transaction inquiries, ledger analysis, and journal processing.
  • Direct experience working with financial planning tools—specifically Workday Adaptive Planning or Anaplan—for budget entry, forecast updates, and scenario modeling.
  • Experience utilizing reporting software such as Power BI or Tableau to build analytical reports and visual dashboards.
  • Mastery of Microsoft Excel (e.g., Advanced Formulas, XLOOKUP/INDEX-MATCH, Pivot Tables, Power Query, scenario managers, and financial modeling standards).

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a quantitative discipline.
• Experience: Minimum of 2–4 years of progressive experience in financial analysis, operational accounting, budgeting, or corporate/higher education FP&A.
• Minimum 2+ years of financial analysis experience specifically within a health system, hospital, or academic medical center environment.
• Analytical Capability: Advanced analytical and data-modeling skills, with a proven track record of synthesizing large, complex financial datasets into clear narrative reports.
• Technical Mastery: High proficiency in Microsoft Excel and hands-on experience using enterprise ERP and reporting systems.
• Communication Skills: Strong verbal and written communication skills, with the ability to explain complex financial concepts to non-financial operational partners.

Requirements

• Must-Have Qualifications (Required)
  • Microsoft Certified: Power BI Data Analyst Associate or Excel Expert certification.
• Good-to-Have Qualifications (Preferred)
  • Prior experience working within a higher education institution, academic medical center, healthcare system, or public sector agency.
  • Practical familiarity with Workday Financials, Workday Adaptive Planning, or Business Intelligence.
  • Fundamental understanding of public sector accounting standards (GASB) and fund accounting principles.
  • Familiarity with continuous process improvement (CPI) techniques (e.g., Lean, Root Cause Analysis) to streamline financial workflows.