Senior Lead Data Management Analyst
Wells Fargo
Business Analyst, Finance
WRS Health
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
CloudSQLTableau
About the role
- Conduct in-depth financial analysis, including modeling, budgeting, forecasting, variance analysis, and ROI assessments
- Evaluate and analyze business and financial operations to identify risks, gaps, and opportunities for efficiency and growth
- Develop, monitor, and interpret financial and operational performance metrics, KPIs, and dashboards
- Partner with leadership to design and implement process improvements that drive financial and operational scalability
- Support strategic decision-making by assessing the financial impact of business initiatives across Product, Sales, and Operations
- Research industry trends, benchmarks, and best practices in SaaS and health-tech to inform financial and business recommendations
- Prepare clear, concise financial reports and presentations that communicate actionable insights to stakeholders
- Ensure compliance with financial standards, policies, and internal controls
Requirements
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field (MBA or advanced degree preferred)
- Minimum of 5 years of experience as a Financial Analyst, Business Analyst, or in a hybrid role combining both
- Proven ability to perform financial modeling, budgeting, forecasting, and reporting at a high level
- Experience analyzing and improving business processes, with a strong understanding of operational inefficiencies
- Background in SaaS or health-tech industries preferred
- Proficiency with BI and data visualization tools (e.g., Power BI, Tableau, Looker)
- Advanced skills in Excel
- Experience with accounting/finance platforms such as QuickBooks and Xero
- SQL-based analysis experience
- Strong communication skills, with the ability to present complex financial information to non-financial stakeholders
- Critical thinker and problem-solver who thrives in a fast-paced, evolving environment
- Available during standard US business hours (9am-5pm EST or 8:30am-4:30pm EST)
