Senior Financial Analyst at Silicon Valley Medical Development – Los Gatos, California

El Camino Health Medical Network is currently looking for a talented Financial Analyst III to join our growing team!

Salary Range: $130,000-$155,000 annually

Location: Los Gatos, CA

Schedule: Day-shift

El Camino Health Medical Network (ECHMN), LLC is a growing healthcare provider organization dedicated to delivering high-quality, community-based ambulatory care across Santa Clara County. We are committed to fostering a seamless, patient-centered healthcare experience by partnering with physicians and healthcare professionals who share our vision of accessible, high-quality care for diverse communities.

At ECHMN, we foster a culture of teamwork, innovation, and excellence. If you are passionate about leadership, operational efficiency, and strategic workforce planning, we invite you to join us in shaping the future of healthcare.

The Senior Financial Analyst provides financial planning, analysis, and decision support to the medical network’s leadership team. This role is responsible for developing budgets, analyzing financial and operational performance, preparing forecasts, producing ad hoc reports, supporting business initiatives that enhance the network’s financial health and operational efficiency. This position works closely with clinical, operational, and administrative leaders to ensure data-driven insights that inform strategic decision-making and operational improvements. This role will need to leverage statistical methods, modeling, and data visualization tools to create dashboards, reports, and models that support ECHMN’s initiatives.

The ideal candidate will have strong analytical skills, experience working with large data sets, and the ability to translate complex information into actionable insights. This role requires collaboration across departments to ensure the organization’s financial and operational objectives are met.

Essential Functions:

The essential functions listed below are representative of the work performed in this role. Other duties may be assigned as needed to meet ECHMN’s performance expectations.

• Lead the preparation of annual operating and capital budgets.
• Act as a liaison between Finance and department managers for financial performance and budget variance reporting.
• Develop and maintain financial and operational reports and dashboards, tracking key performance metrics by practice.
• Prepare executive-level reports and presentations.
• Collaborate with leadership to develop monthly, quarterly, semi-annual, and annual performance tracking reports.
• Work with IT and leadership teams to develop and maintain performance dashboards.
• Support due diligence for medical practice acquisitions by:
  • Gathering and validating data from prospective practices.
  • Conducting detailed assessments of productivity, revenue, and expenses, benchmarking against industry standards.
  • Develop business plans for existing and new ventures, with a strong emphasis on data analysis and market viability.
  • Perform complex data extractions, calculations, and ad hoc analyses to support business decisions.
  • Build and maintain strong working relationships with employees, managers, senior leaders, and physicians/providers, fostering a collaborative work environment.
  • Data office management involves participating in Data Governance strategy. The goal is to establish clear reporting standards across these systems (i.e. EPIC, Strata) ensuring consistency and transparency when running reports.
  • Lead systems integration and processes
  • Manage and train Financial Analysts
  • Perform other duties and projects as assigned.

Minimum Requirements:

• Bachelor’s degree in finance, Business Administration, Economics, Data Analytics, or a related field required. Master’s degree preferred.
• Minimum of 5 years of experience in financial analysis, decision support, business analytics, or a related field, preferably in healthcare.
• Experience in developing and maintaining financial models, dashboards, and business intelligence reports.
• Prior experience working in a healthcare setting, particularly with medical practice financials is highly desirable.
• Analytical Skills: Strong ability to analyze financial and operational data, identify trends, and provide actionable insights.
• Financial Acumen: Knowledge of budgeting, forecasting, and financial performance tracking.
• Data Visualization & Reporting: Proficiency in tools such as Tableau, Power BI, or similar for creating dashboards and reports.
• Technical Skills: Proficiency in Excel (including advanced formulas, pivot tables, power pivot, and financial modeling), SQL, and financial systems (e.g., Workday, EPIC, Strata, or similar).
• Project Management: Ability to manage multiple projects simultaneously, meet deadlines, and provide high-quality deliverables.
• Communication: Strong verbal and written communication skills, with the ability to present complex data to non-technical stakeholders.
• Collaboration: Ability to work cross-functionally with leadership, finance, operations, and IT teams.
• On-site work and possible one day remote work after probation period. Will need staff in office as needed.
• Standard office setting with extended periods of sitting, working on a computer, and attending meetings.

Work Environment:

• On-site work and possible one day remote work after probation period. Will need staff in office as needed.
• Standard office setting with extended periods of sitting, working on a computer, and attending meetings.