Financial Business Analyst - PowerBI Focus

Financial Business Analyst / PowerBI Focus

Status: Exempt

Summary of Job: Under the general direction of the Controller, with a focus on core values, this position plays a key role in supporting data-driven decision making across the organization. The Financial Business Analyst / Power BI professional transforms complex financial and operational data into clear, actionable insights that guide strategy, performance, and accountability at every level of the organization.  This role combines strong financial analysis expertise with advanced data modeling and visualization skills, with a heavy emphasis on building and scaling Power BI solutions. Beyond reporting, the position helps standardize metrics, improve data integrity, and ensure leaders have access to timely, accurate, and easy-to-use information.

In this position, in addition to reporting to the Controller, there is coordination with the CFO and cross functional company leadership to translate complex financial data into clear, actionable insights and develop scalable analytics solutions.

Purpose:  The purpose of the Financial Business Analyst / Power BI role is to drive impact across the organization by transforming financial and operational data into trusted insights that guide smart, timely decisions. This role exists to empower leaders with solid, reliable data, helping the company achieve its goals, build on its success, and continuously improve how we serve others. Through strong analysis, thoughtful modeling, and clear visualization, the Financial Business Analyst directly contributes to better service delivery for our clinicians, clients, and corporate employees—and ultimately enhances the care and outcomes for patients across the nation.

Supervisory Responsibilities: No

Duties:

• Conduct financial modeling, forecasting, and variance analysis to support monthly, quarterly, and annual planning cycles.
• Develop KPIs, dashboards, and reporting packages that communicate performance trends and actionable findings.
• Partner with business units to understand financial drivers and provide insights that improve profitability and operational efficiency.
• Support budgeting, long-range planning, and strategic financial initiatives.
• Design, build, and maintain robust Power BI data models, ensuring optimized performance and scalability.
• Create intuitive, visually compelling Power BI dashboards and reports aligned with business objectives.
• Develop DAX measures, calculated columns, and advanced analytics within Power BI.
• Implement row-level security, drill-through reports, and interactive features to enhance end-user experience.
• Drive Power BI governance, documentation, and best practices across the finance organization.
• Work with cross-functional teams (Finance, IT, Operations, Sales) to integrate data from multiple sources.
• Ensure data accuracy, integrity, and compliance with internal standards.
• Automate recurring reports and workflows to reduce manual effort and improve efficiency.
• Support system enhancements and technology initiatives related to data, analytics, and reporting.
• Supports and train leaders to understand, trust, and effectively use Power BI reports and data to drive informed, high-impact decisions.
• Responsible for the proper creation and documentation of task responsibilities, ensuring that all Standard Operating Procedures (SOPs) are consistently maintained, up-to-date, and accurate to support operational efficiency and compliance.
• Responsible for performing all duties in accordance with the department’s standard operating procedures (SOPs), whether formal or informal. This includes adhering to established processes, maintaining consistency in workflow execution, and ensuring compliance with operational guidelines. Continue to stay informed of any updates or modifications to SOPs and apply them accordingly to maintain efficiency, accuracy, and alignment with departmental objectives.
• Undertake additional responsibilities and tasks as assigned, demonstrating flexibility and adaptability to contribute effectively to diverse work assignments and organizational needs.

Required Skills/Abilities/Competencies:

• Strong knowledge of computers, Microsoft suite, recruiting software, and an expert with Internet required.
• Advanced proficiency in Power BI, including data modeling, DAX, and report design.
• Proficiency in Excel (pivot tables, Power Query, advanced formulas) and working knowledge of SQL.
• Familiarity with data warehousing concepts and tools
• Ability to learn and develop computer skills required to achieve position goals.
• Expert knowledge of Power Automate or other automation tools
• Understanding the functionality and structure of ERP and CRM systems
• Strong financial acumen with experience in forecasting, budgeting, and performance analysis.
• Ability to translate data into business insights and communicate effectively with non-technical audiences.
• Strong attention to detail, analytical mindset, and problem-solving skills.
• Ability to maintain confidentiality.
• Personal attributes include a strong work ethic, passion for what you do, and being detail-oriented.
• Self-motivated, detail-oriented individual with strong administrative skills.
• Have a high sense of urgency without exhibiting impatience.
• Maintain an exceptional attendance and punctuality record, consistently demonstrating reliability and accountability.
• Excellent organizational skills, and ability to prioritize daily responsibilities.
• Demonstrate effective and creative problem-solving skills to address challenges and optimize outcomes in various aspects of the role.
• Proficient with typing and data entry skills.
• Excellent written and verbal communication skills.
• Excellent analytical skills.
• Adept at multitasking in a fast-paced environment.
• Ability to frequently change priorities and multitask in a high-volume, deadline-driven administrative role.
• Flexibility and adaptability.
• Ability to complete all aspects of the position timely and accurate.
• Commit to attending all mandatory training seminars and meetings punctually, ensuring comprehensive participation and engagement.

Education & Experience:

• Bachelor’s degree in Finance, Accounting, Business Analytics, Data Science, or related field.
• 5+ years of experience in financial analysis, FP&A, or business analytics or
  • Equivalent combination of education and progressive professional, relatable experience may be considered

Physical Requirements: 

• Prolonged periods of sitting and/or standing.
• Daily use of computers and various systems.

Pay Range:  Dependent on previous experience.

Required Documentation: Confidentiality Agreement

Location/Schedule:  (Ref. offer letter)

• Corporate/Hybrid, or;
• Remote

Core is a company that values transparency, growth, and fun. We measure success with traditional sales metrics, as well as how you fit in with and elevate our company culture. You can find our Mission and Core Values here.

• Day-1 Benefits: Take a peek at our comprehensive benefit program which includes health, vision, and even pet insurance options.
• An evolving work environment:  Remote and hybrid work schedules give you flexibility to work at home and in the office. In the office you'll have access to a fitness room, game room, and plenty of collaborative huddle spaces in a modern, bright work space.
• Comprehensive training for new employees: We set you up for success from day one – we’ve always got your back!
• Recognition: Company-wide rallies, individual employee recognition, and company-sponsored outings all show our appreciation for the hard work you put in every day.
• An all-inclusive, all expenses paid vacation: Every employee has the chance to earn a spot on our annual Club CoreMed trip to an all-inclusive resort in the Caribbean.
• Health and wellness opportunities: Discounted gym memberships, on-site peer-chosen wellness programs, an on-site gym, hiking trails around the lake outside our door, and healthy lifestyle reimbursements to name a few.
• An opportunity to give back: We participate in ongoing charity projects to support our local and global communities.
• Bragging rights: When you work at Core, you’re joining one of the Best Companies To Work For in NH.
  

Compensation: Depending on previous experience.

$80k-$90k salary DOE

CoreMedical Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability (physical/mental), genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.