Senior Financial Analyst (FP&A and Claude/AI Experience)
| Req Number: | ISHN3A |
| Location: | Richardson, TX |
| Posted: | 5/13/2026 |
| Category: | Life Sciences/Healthcare : Hospital/Health Systems |
| Job Type: | Permanent |
Korn Ferry is partnering with our client on their search for a Senior Financial Analyst (FP&A and Claude/AI Experience).
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Company Overview:
• Our client is a growing healthcare organization focused on anesthesiology services, partnering with physicians and health systems to deliver high-quality, patient-centered care
• The company emphasizes trust, transparency, and operational excellence while aligning clinical and financial performance across its partnerships
• The business continues to expand its footprint, creating strong internal growth opportunities and a stable, collaborative work environment
• The organization promotes a healthy work-life balance, modern tools, and a forward-thinking approach to finance and operations
• With continued growth, the company is investing in its FP&A function to enhance reporting, automation, analytics, and strategic decision support
Role Summary:
• Title: Senior Financial Analyst (FP&A)
• Reports to: Director of Finance
• Location: Hybrid (Houston, TX – 2 days in office: Tuesday & Thursday; 3 days remote; potential remote flexibility for top candidates not in Dallas)
• Team Involvement: Part of a growing FP&A team, with plans to hire two analysts due to internal promotions
• Primary Focus: Support financial planning, reporting, and analytics while leveraging AI tools (specifically Claude) to drive automation, improve efficiency, and enhance decision-making across the business
Key Responsibilities:
• Perform financial analysis including trending, productivity metrics, revenue cycle analysis, and ad hoc reporting
• Build and maintain financial models to support business decisions and operational performance
• Assist with budgeting, forecasting, and variance analysis processes
• Develop dashboards, reports, and presentations using Power BI, Excel, and financial systems
• Partner with Operations, Accounting, and Revenue Cycle teams to provide insights and respond to financial inquiries
• Support physician compensation reporting and related analysis
• Identify trends, risks, and opportunities within financial data and recommend actionable insights
• Leverage AI tools (Claude) to automate reporting, improve workflows, and reduce manual processes
• Maintain strong understanding of financial systems and reporting structures
• Handle sensitive financial information with confidentiality and professionalism
Ideal Candidate Profile:
• Bachelor’s degree in Finance, Accounting, or related field
• 5+ years of FP&A, financial analysis, or healthcare finance experience (multi-unit experience preferred)
• Strong financial modeling, analytical, and problem-solving skills
• Advanced Excel and experience with Power BI or similar reporting tools
• AI experience is required, with strong preference for hands-on experience using Claude
• Ability to leverage AI to automate reporting, improve efficiency, and enhance financial insights
• Strong business partnering and communication skills across cross-functional teams
• Self-starter with a sense of accountability, urgency, and curiosity
• Ability to manage multiple priorities in a fast-paced environment
• Team-oriented mindset with strong attention to detail
Compensation & Benefits:
• Base Salary: $110K–$130K (depending on experience)
• Bonus: 10% annual target
• Work Model: Hybrid (2 days in office, 3 days remote); remote flexibility for exceptional candidates
• Benefits: Competitive medical, dental, vision, 401(k) with safe harbor contribution, generous PTO
• Perks: On-site fitness center, café, underground parking
• Culture: Growth-oriented, collaborative, and performance-driven environment
Selling Points
• Immediate impact role due to internal promotions, with strong visibility to leadership
• Clear and proven path for advancement into Manager-level roles and beyond
• Heavy exposure to modern finance tools, including Power BI and AI (Claude)
• Opportunity to help shape and automate FP&A processes in a growing organization
• Strong cross-functional exposure across Finance, Operations, and Revenue Cycle
• High-growth healthcare platform with long-term stability
• Hybrid flexibility with potential remote option for top candidates
• Ideal for someone who wants to combine FP&A, automation, and AI-driven analytics in their career
SE: 510800917
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Korn Ferry shall provide equal employment opportunity to all qualified candidates, and will refer candidates without regard to race, color, religion, national origin, sex, age, disability, veteran status or any other legally protected basis. Artificial Intelligence tools may be used in connection with the recruitment process for this position.
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