Senior Financial Analyst

Posted Yesterday
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Atlanta, GA, USA
In-Office
Senior level
Healthtech
The Role
Supports budgeting, forecasting, financial modeling, reporting, and long-range planning. Analyzes financial and KPI performance, identifies trends and drivers, partners with Accounting and Operations to ensure reporting accuracy, and prepares materials for management, board, and investors. The role also improves financial processes, reporting tools, and forecasting methodologies while communicating complex financial insights clearly.
Summary Generated by Built In
Job Overview & Responsibilities

The Senior Financial Analyst plays a key role in supporting financial planning, analysis, and strategic decision-making across the organization. This position partners closely with leaders to deliver budgeting, forecasting, reporting and insights that drive performance and long-term growth. The ideal candidate should have strong analytical, organizational, communication and problem-solving skills and be able to present financial analyses in a concise and easily comprehensible manner


Essential Functions

  • Develop and maintain detailed financial models to support budgeting, forecasting, reporting and long-range planning
  • Prepare and deliver timely, accurate monthly financial analyses for management that provide insights into the company’s performance
  • Analyze financial and KPI performance versus budget and forecast and identify key drivers and trends
  • Partner cross-functionally with Accounting, Operations and other teams to ensure data integrity and consistency in financial reporting
  • Assist with preparation of materials for management, board meetings and investors as needed
  • Improve and streamline financial processes, reporting tools and forecasting methodologies to enhance efficiency and scalability
  • Proven ability to manage multiple priorities, meet deadlines and work effectively in a fast-paced environment
Qualifications & Pay Range

Required Skills & Abilities

  • Strong financial modeling, forecasting and analytical skills with high attention to detail
  • Advanced skills in Microsoft Excel (Index, Match, Sumproduct and Indirect functions as well as Power Query and relational databases)
  • Excellent communication skills (both oral and written) and ability to translate complex financial data into clear business insights
  • Ability to manage multiple priorities, meet deadlines and work effectively in a fast-paced environment
  • Advanced proficiency in Microsoft Office (Excel, PowerPoint and Word), SQL, NetSuite, or related financial systems
  • Highly motivated and ability to work independently
  • Healthcare experience preferred but not a requirement

Required Credentials

  • Bachelor’s Degree (Finance or Accounting degree preferred)
  • Minimum 1 year of work experience (investment banking, private equity, corporate finance preferred)
Company Overview

A Top Workplace


At PT Solutions, we’re more than colleagues; we’re a tight-knit community united in our mission to expand access to quality care. Our commitment to you is evident in our industry-leading professional development opportunities. From ongoing evidence-based clinical education to dedicated mentorship opportunities and an APTA-accredited Orthopedic Residency Program, we propel our clinicians toward excellence in physical therapy, occupational therapy, speech-language pathology, and athletic training. 


PT Solutions has been named a 2026 USA Today Top Workplace for the fifth consecutive year, based entirely on employee feedback. We’ve also earned five Culture Excellence Awards for Innovation, Professional Development, Work-Life Flexibility, Appreciation, and Purpose & Values. This recognition reflects a culture built around supporting our people. It’s not just what we do, but how we make people feel. Through human connection, intentional care, and being all in for one another, we create experiences that make a difference. Because together, we do great better.


Let’s go further together and transform care. Join the #PTSLife today!  To see what #PTSLife is like, visit Instagram, Facebook, and LinkedIn. 


We are an equal opportunity employer and welcome all qualified candidates to apply!

Skills Required

  • Bachelor's degree; Finance or Accounting degree preferred
  • Minimum 1 year of work experience
  • Strong financial modeling, forecasting, and analytical skills
  • Advanced Microsoft Excel skills, including Index, Match, Sumproduct, Indirect, and Power Query
  • Excellent oral and written communication skills
  • Ability to translate complex financial data into clear business insights
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Advanced proficiency in Microsoft Office, SQL, NetSuite, or related financial systems
  • Ability to work independently
  • Investment banking, private equity, or corporate finance experience
  • Healthcare experience
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The Company
3,279 Employees
Year Founded: 2003

What We Do

PT Solutions Physical Therapy is a clinician-founded, privately held rehabilitation practice based in Atlanta, Georgia. Founded in 2003, it provides physical and occupational therapy, speech-language pathology, athletic training, and sports medicine across outpatient, inpatient rehabilitation, and acute-care settings. The organization operates more than 550 points of service across 25 states and emphasizes evidence-based, personalized care, professional development, and expanded access to recovery services.

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