Financial Analyst

RISE is an innovative human services network originally established in 1987 for the purpose of moving individuals living in institutions into family settings. Since that time, services have grown to support children, adults, and families with a variety of needs across multiple states that include residential settings, day programs, employment assistance, managed care, and home and community based services. Since inception, our purpose and mission has remained constant. We create opportunities for and with the people we serve, their families, and for the men and women who work in the direct care profession. The Business Analyst is a strategic, business-minded finance partner responsible for driving insight, accountability, and informed decision-making across service lines. This role goes beyond standard reporting and variance explanations. It requires a proactive, FP&A-oriented analyst who consistently asks why performance is trending the way it is and translates data into clear, actionable business recommendations. The ideal candidate brings a strong FP&A foundation and a forward-looking mindset. They anticipate issues before they arise, challenge assumptions, and partner closely with operations and leadership to improve profitability, efficiency, and scalability. Serving as an internal consultant, this role helps leaders evaluate scenarios, risks, and opportunities through proactive financial analysis and strategic insight.

Responsibilities

Perform in-depth analysis of financial data, including revenue, expenses, profitability, and key performance indicators (KPIs); Identify trends, patterns, and potential areas of needed improvement; Develop, implement, and manage seasonal budgets; Produce forecasting and decision-making products such as mock budgets, cost-benefit analyses and opportunity-costs reports; Analyze monthly, quarterly and annual financial statements; Translate business data into digestible information that improves corporate processes; Continually review and improve business models and practices; propose operational modifications to progress efficiency and reduce spending; Conduct regular meetings with departments to discuss program performances and metrics; Build automatic reporting tools to summarize data in user-friendly formats; Strong proficiency in financial modeling, data analysis, and spreadsheet software; Successfully lead projects beginning-to-end within budget and schedule; Generate monthly dashboards for executives/directors; Familiarity with Billing and Scheduling; Serve as Super User of systems

Requirements

BA or BS in Finance, Accounting, Business, or related field required; Master’s degree or MBA preferred, but not required; 4+ years of financial or business analysis experience required; Practical application ability with Microsoft Office; Detailed analytical abilities; Advanced MS Excel Skills; Power BI Skills Preferred; G Suite, DCI, Paycom, Therap, Care Management Systems; Intermediate – Advanced Excel skillset required, including Pivot Tables, V/H Lookup, IF Functions, Index, Conditional Formatting, managing multiple spreadsheets and creating interactive dashboards; Attention to detail; Critical thinking; Team player; Mission oriented; Ethical and reliable; Able to handle confidential information with discretion; At least 18 years of age; Ability to pass criminal background check and driving record check; Quarterly travel as needed to different offices; Ability to perform tasks using a computer; Ability to communicate to a variety of people in person, using the telephone, and via email; Ability to work under stressful conditions which may include dealing with difficult people and handling multiple work assignments; Ability to work flexible schedule depending on program and department needs; Ability to travel to various office and training site locations in assigned locations; Ability to lift up to 10 lbs

Nice to have

Master’s degree or MBA preferred, but not required; Power BI Skills Preferred; Macro/VBA is helpful, but not required

Benefits

Remote work flexibility (1-2 days per week)