Strategic Financial Analyst

As a Strategic Financial Analyst at Ophelia, you will be responsible for supporting critical decision-making processes by providing detailed financial insights and analysis. Key duties include leading the month-end close process, creating revenue analyses, and developing financial models. Additionally, you'll collaborate cross-functionally to spearhead budgeting, forecasting activities, and process improvements, all aimed at enhancing operational efficiency.

To qualify for the Strategic Financial Analyst position at Ophelia, candidates should have at least 2 years of experience in finance-related roles such as investment banking, consulting, or FP&A. A BA/BS degree in Finance, Business, Data Science, or similar fields is required, along with excellent financial modeling skills. Familiarity with BI systems like Tableau or Power BI would be beneficial, as would strong analytical skills and the ability to work collaboratively.

In the Strategic Financial Analyst role at Ophelia, you will lead various projects, including capacity modeling and workforce forecasting initiatives. Your analysis will inform hiring strategies and optimize staffing to ensure we have the right resources to support our care delivery teams. Additionally, you'll work on developing presentations for board meetings and investor communications, contributing to the broader strategic goals of the company.

While prior healthcare experience is a plus for the Strategic Financial Analyst role at Ophelia, it is not strictly required. What’s most important is a solid foundation in financial analysis and modeling, along with strong analytical skills and a collaborative mindset. A willingness to learn about the healthcare sector and understanding Ophelia’s mission will greatly benefit candidates looking to excel in this role.

Working as a Strategic Financial Analyst at Ophelia comes with several attractive benefits. Employees enjoy a flexible remote work environment, competitive medical and health insurance options, and a significant Work From Home stipend. Additionally, you'll receive 20 days of PTO per year, 10 company holidays, as well as the opportunity to participate in a 401k contribution platform among other benefits aimed at promoting employee well-being and work-life balance.

When answering this question, outline specific projects where you developed financial models. Highlight your analytical approach and mention tools used, such as Excel. Emphasize your ability to adapt and thrive under pressure, and how your models contributed to strategic decisions.

To effectively answer this, describe your systematic approach to month-end close processes. Emphasize your collaboration with accounting teams, attention to detail, and adherence to deadlines. Give examples of how you ensure accuracy and identify any discrepancies.

In your response, share a specific scenario where your analysis led to a pivotal business decision. Detail the context, the analytical methods used, and the outcome. Highlight the importance of data-driven decisions and how it aligns with Ophelia’s mission.

Discuss your methodology for preparing revenue analyses, including data gathering, formatting, and presenting findings. Mention any software or analytics tools you’ve used, and stress the importance of precise and clear reporting for stakeholders.

Describe your collaborative approach, noting the importance of communication and relationship-building. Provide specific examples of past collaborations in achieving operational efficiency or successful project outcomes.

Outline your approach to budgeting and forecasting, including gathering historical data, understanding current trends, and scenario-based analysis. Share examples of how you've successfully communicated forecasts to aid in strategic planning.

Discuss your analytical techniques for identifying trends and risks, such as data analysis, market research, or benchmarking. Include examples of how you have successfully alerted teams to potential financial risks in past roles.

Provide specific details about a project where you defined objectives, created project plans, and managed risks. Emphasize the keys to your successful project completion, such as collaborative efforts and effective time management.

Answer by detailing your proficiency with BI tools, including how you’ve utilized them for data visualization and reporting. Share specific projects or insights gained through these tools that enhanced data-driven decisions.

Outline your strategy for prioritization based on urgency and importance. Discuss how you balance immediate financial tasks with long-term strategic initiatives, ensuring that deadlines are met without sacrificing quality.