Senior Financial Analyst

Aledade, Inc.

Senior Financial Analyst supporting FP&A budgeting and variance analysis for Aledade, a network empowering independent primary care practices. Preparing forecasts, executive reporting, and board presentations through advanced Excel and financial planning tools.

Posted 8/11/2026full-timeRemote • Missouri, North Carolina, Texas, Virginia • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, budgeting, and forecasting, with advanced proficiency in Excel and experience using financial planning tools like NetSuite. Strong communication and analytical skills are essential for creating executive-level presentations and providing actionable insights.

Highest-signal resume keywords

Financial AnalysisBudgetingAdvanced Excel SkillsNetSuite Budget and PlanningCPA License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingComplex SpreadsheetsPivot TablesLookup FunctionsVariance AnalysisAd-Hoc ReportingData SynthesisForecasting

Soft Skills

Analytical AbilitiesVerbal CommunicationWritten CommunicationResourcefulnessFlexibility

Tools & Technologies

NSPBFinancial Planning SoftwareFP&A Tools

Certifications & Qualifications

CPA License

Industry Keywords

FinanceBudget Variance AnalysisExecutive PresentationsCollaborationDynamic Environment

About the role

Key responsibilities & impact

Partner with various teams on forecasting expenses and headcount
Lead budget variance analysis and create clear written explanations of differences from plan and prior forecasts
Create executive-level charts and slides for monthly, quarterly and annual executive and board presentations
Identify and implement additional ways to use NSPB, the financial planning and budgeting tool
Use AI to create greater efficiency
Partner in the annual budget process with Finance Business Partners, business leads and accounting
Collaborate on monthly Executive Committee and quarterly Board Decks
Provide ad-hoc reporting and analysis supporting financial and business priorities
Work with the FP&A team to support the annual budget process and monthly variance analysis
Partner with budget owners, accounting, and finance teams to ensure accurate reporting, forecasting, and variance explanations

Requirements

What you’ll need

Bachelor’s degree in Accounting or Finance
5+ years of work experience in Finance
Advanced Excel skills, including financial modeling, complex spreadsheets, Pivot Tables, and lookup functions
Strong analytical abilities and capacity to synthesize large amounts of data into actionable insights
Excellent verbal and written communication skills
Ability to be resourceful, creative, flexible, self-motivated, and organized in a dynamic, fast-paced environment
Prior experience with NetSuite Budget and Planning system or similar FP&A software preferred
CPA license preferred
Prolonged sitting and extensive computer and keyboard use; occasional walking and lifting may be required

Benefits

Comp & perks

Flexible work schedules and the ability to work remotely are available for many roles
Health, dental and vision insurance paid up to 80% for employees, dependents and domestic partners
Robust time-off plan (21 days of PTO in your first year)
Two paid volunteer days and 11 paid holidays
12 weeks paid parental leave for all new parents
Six weeks paid sabbatical after six years of service
Educational Assistant Program and Clinical Employee Reimbursement Program
401(k) with up to 4% match
Stock options