Senior Finance and Operations Analyst

Montefiore

Senior Finance and Operations Analyst at White Plains Hospital responsible for finance and operational analytics. Collaborating with leadership and departments on performance improvement initiatives.

Posted 7/31/2026full-timeWhite Plains • New York • 🇺🇸 United StatesSenior💰 $93,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, data management, and reporting within healthcare finance, utilizing SQL, Power BI, and Excel to drive decision-making and operational improvements. Strong communication skills facilitate the translation of complex data insights for diverse stakeholders.

Highest-signal resume keywords

SQL Query OptimizationPower BI Dashboard CreationAdvanced Excel SkillsHealthcare Finance ExperienceData Analysis and Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SQLPower BIExcelData AnalysisBudgetingDAX CalculationsData ValidationPerformance TuningStatistical ReportingVariance Analysis

Soft Skills

Effective CommunicationStakeholder ManagementPresentation SkillsCollaborationProblem Solving

Tools & Technologies

Microsoft OfficeEpicMidasData Quality ToolsBusiness Intelligence Tools

Industry Keywords

Healthcare FinanceQuality ImprovementBusiness Intelligence AnalyticsDecision Support SystemsRevenue Cycle Processes

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Assist in the preparation of the annual operating and capital budget requests and maintain the appropriate supporting documentation.
Proactively prepare data for all finance functions, including monthly financial and statistical reports, position control, staffing, utilization, capacity planning, budget variance analyses and presents findings to leadership.
Manage departmental financial operations, including monthly reviews and analyzing variances.
Assist with the development and preparation of profit and loss analyses.
Responsible for analytics and makes recommendations based on outcomes and trends.
Participate in the development and analysis of business plans for new programs and capital expenditures, identifying opportunities for revenue enhancement and cost containment.
Analyze, interpret and summarize data to facilitate decision-making for stakeholders; communicate insights verbally, visually and in writing to internal and external stakeholders.
Manages the entire analytic process, from stakeholder requirements through data validation, analysis, and presentation of findings.
Develop standardized approaches for operational issues, reporting and analysis measures.
Review key measures on a regular basis and develop new measures as needed.
Facilitate multidisciplinary task forces to identify performance opportunities, track progress, and communicate outcomes.
Prepare, maintain and present analyses for ad-hoc requests for hospital senior leadership as required.
Extract, clean, and integrate data from multiple sources using SQL, Excel, and Power BI while maintaining high standards of data quality.
Write, document, and optimize SQL queries, including the use of subqueries, window functions, and performance-tuning techniques.
Create and maintain Power BI dashboards with advanced measures, optimized data models, and clear, actionable visual design.
Conduct analyses using SQL, Power BI, and Excel, applying advanced formulas, joins, aggregates, and DAX calculations.
Proactively identify data quality issues, ensuring traceability, accuracy and reliability in final analysis.
Provide clear documentation and translate technical findings into actionable insights for non-technical audiences.
Prepare and deliver presentations tailored for both technical and non-technical audiences.
Build strong stakeholder relationships, managing expectations and aligning data deliverables with business needs.

Requirements

What you’ll need

Bachelor Degree Related Required
Masters Preferred
3+ years of progressive experience in healthcare finance, quality improvement, business intelligence analytics, or a consulting environment.
Demonstrated ability to write complex SQL queries, optimize performance, and work with large datasets.
Effective written and verbal communication skills
Strong Excel skills, including advanced formulas, pivot tables, and basic modeling.
Proficient in Power BI with experience in DAX, data modeling, and dashboard optimization.
Experience with Epic, Midas, or similar healthcare applications preferred.
Knowledge of healthcare systems and business practices preferred.
Knowledge of budgeting and decision support systems preferred.
Understanding of database structures, hospital operations, hospital quality measures, and revenue cycle processes highly preferred.
Proficiency in Microsoft Office (PowerPoint, Excel, Word) required.

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible working hours
Professional development opportunities