Senior Financial Analyst

Posted 3 Days Ago
60607, Chicago, IL, USA
In-Office
69K-116K Annually
Senior level
Analytics • Consulting
The Role
Partner with finance leadership and cross-functional teams to drive budgeting, forecasting, variance analysis, and SaaS performance metrics. Build and maintain financial models, analyze revenue/expense drivers, support investment and M&A analysis, and prepare reporting for senior leadership. Identify cost optimization, pricing, and automation opportunities including cloud spend and FinOps collaboration.
Summary Generated by Built In

When you’re the best, we’re the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future.

Summary:

In this role, you will serve as a key member of the Finance Business Partner team supporting Data & Digital, a $350 million SaaS division and shared services organization. You will partner with finance leadership across the Office of the CFO and collaborate with cross-functional clients to drive financial planning, performance analysis, strategic decision-making, and business growth. You will develop financial insights, support investment decisions, and contribute to initiatives that enhance operational and financial performance.

Responsibilities:

  • Develop and maintain financial models supporting budgeting, forecasting, reporting, and strategic planning.
  • Lead components of the annual budget process and periodic forecast updates.
  • Analyze revenue, expense, and profitability drivers, including variance analysis against budget and forecast.
  • Evaluate SaaS performance metrics, including bookings, renewals, churn, and margins, to support growth and profitability objectives.
  • Partner with business and functional leaders to provide financial insights and recommendations that support operational and strategic decisions.
  • Collaborate with stakeholders to gather planning inputs and monitor performance against key performance indicators.
  • Analyze and forecast cloud spending in partnership with FinOps teams and identify optimization opportunities.
  • Prepare presentations, reporting packages, and financial analyses for senior leadership and board-level discussions.
  • Support financial due diligence, valuation analysis, investment cases, and post-acquisition performance tracking.
  • Contribute to cross-functional initiatives focused on pricing, cost optimization, process improvement, automation, and AI-enabled efficiencies.

Qualifications:

  • Relevant degree preferred.
  • 5 or more years of relevant experience required.
  • Experience in financial planning and analysis, corporate finance, investment banking, consulting, or related disciplines.
  • Strong financial modeling, forecasting, and analytical skills.
  • Advanced proficiency in Microsoft Excel and financial analysis tools.
  • Ability to interpret complex data and communicate actionable insights to diverse audiences.
  • Strong written and verbal communication skills with the ability to influence decision-making.
  • Experience with financial systems, planning applications, business intelligence tools, or SQL preferred.
  • Knowledge of SaaS business models, recurring revenue metrics, and profitability analysis preferred.
  • Willingness to travel.

Estimated Hiring Range:

At Vizient, we consider skills, experience, and organizational needs in our compensation approach. Geographic factors may adjust the range estimate and hires typically fall below the top range. Compensation decisions are tailored to individual circumstances. The current salary range for this role is $68,500.00 to $116,300.00.

This position is also incentive eligible.

Vizient has a comprehensive benefits plan! Please view our benefits here:

http://www.vizientinc.com/about-us/careers

Equal Opportunity Employer:   Females/Minorities/Veterans/Individuals with Disabilities

The Company is committed to equal employment opportunity to all employees and applicants without regard to race, religion, color, gender identity, ethnicity, age, national origin, sexual orientation, disability status, veteran status or any other category protected by applicable law.

Skills Required

  • Relevant degree
  • 5 or more years of relevant experience
  • Experience in financial planning and analysis, corporate finance, investment banking, consulting, or related disciplines
  • Strong financial modeling, forecasting, and analytical skills
  • Advanced proficiency in Microsoft Excel and financial analysis tools
  • Ability to interpret complex data and communicate actionable insights
  • Strong written and verbal communication skills with ability to influence decision-making
  • Experience with financial systems, planning applications, business intelligence tools, or SQL
  • Knowledge of SaaS business models, recurring revenue metrics, and profitability analysis
  • Willingness to travel

Vizient Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vizient and has not been reviewed or approved by Vizient.

  • Leave & Time Off Breadth Time off allowances are generous, with ample PTO and holidays available from day one. Separate paid volunteer days add additional protected time away.
  • Flexible Benefits Flexibility to work from anywhere for part of the year and hybrid options support work-life balance. Policies enabling remote periods complement the broader PTO structure.
  • Retirement Support Retirement benefits include a competitive 401(k) company match alongside HSA contributions on eligible plans. These elements strengthen long-term financial security within the total rewards package.

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The Company
HQ: Irving, TX
5,661 Employees
Year Founded: 1977

What We Do

Vizient, Inc., the nation’s largest health care performance improvement company, serves more than 50% of the nation’s acute care providers, which includes 97% of the nation’s academic medical centers, and more than 20% of ambulatory care providers. Vizient provides expertise, analytics and advisory services, as well as a contract portfolio that represents more than $130 billion in annual purchasing volume. Vizient is based in Dallas and has offices in 20 metropolitan areas across the United States. We have 4,000 employees with a breadth of expertise, experience and compassion, who are eager to develop and implement solutions that advance health care for the greater good.

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