Financial Analyst (Power BI & Netsuite)
Sellers Dorsey is a healthcare impact strategy firm focused on improving care access, quality, and outcomes for vulnerable populations. The Financial Analyst role involves supporting financial planning and analysis activities, preparing financial reports, and contributing to data-driven decision-making across the business.
Responsibilities
- Support firmwide financial forecasting by gathering, organizing, and validating financial data
- Assist in preparing revenue and expense variance summaries and contribute to basic P&L analysis for leadership and practice leads
- Assist in preparing monthly and quarterly performance reports and updating data visualizations
- Help Finance Leadership with routine reporting packages, variance explanations, and departmental performance summaries that inform decision‑making and alignment to corporate objectives
- Validate financial data from NetSuite and other systems to ensure accuracy and transparency
- Maintain reporting files, support data clean‑up efforts, and contribute to process improvements as the Finance team transitions to NetSuite
- Provide support during the annual budgeting process by collecting inputs from cross‑functional teams, maintaining templates, and helping prepare preliminary budget models and schedules
- Assist with ad‑hoc financial analyses, research, and reporting requests from Finance Leadership
- Contribute to special projects that may be shared with senior leadership or the Board
Skills
- Bachelor's Degree in Finance, Accounting, Economics, or related field
- 1–3 years of experience in a financial analysis, data analytics, or similar quantitative role
- Strong data acumen, comfort with financial software, and a highly detail‑oriented working style
- Foundational financial modeling skills and familiarity with data visualization tools and ERP systems
- High‑level proficiency with analytical systems/tools, including strong Excel skills and experience with Power Query for data transformation and automation
- Working knowledge of Microsoft Office 365 (Word, PowerPoint)
- Advanced understanding and working experience with Power BI or other data visualization platforms
- Exposure to NetSuite and interest in developing deeper system expertise
- Experience working with ERP or CRM systems and supporting reporting or data analysis within those systems
- Demonstrated ability to manage multiple deadlines and prioritize tasks in a fast‑paced environment
- Flexibility and willingness to take on a wide range of projects and analyses as business needs evolve
- Strong analytical, data collection, and problem‑solving skills
- Clear and professional communication skills, with the ability to collaborate effectively across multiple levels of the organization
- Interest in improving firmwide technology systems and contributing to process enhancements for a growing company
- Experience working with ERP or CRM systems and supporting reporting or data analysis within those systems preferred
- Demonstrated ability to manage multiple deadlines and prioritize tasks in a fast‑paced environment preferred
- Flexibility and willingness to take on a wide range of projects and analyses as business needs evolve
Benefits
- The successful candidate will also be eligible to participate in our annual Corporate Incentive Plan (CIP) that can range to up to 7% of annual salary.
- Provided they meet all eligibility requirements under the applicable plan documents, the successful candidate (and their eligible dependents) will be eligible to enroll in group healthcare plans that offer medical, dental, and vision and for insurance plans offering short term disability, long term disability, and basic life.
- Employees are also able to enroll in Sellers Dorsey’s 401k plan provided they meet plan requirements.
- Sellers Dorsey offers a Flexible Time Off that allows employees to use what they need.
- Additionally, we offer 10 paid holidays throughout the calendar year, paid time off for qualifying medical leave, and up to 12 weeks of combined paid parental and bonding leave.
Company Overview