Senior Financial Analyst – Financial Operations (Technical)

Description

Job Location: Hybrid/Remote

Are You Ready to Be EPIC?

Do you have the ability to demonstrate, understand and apply HFD’s core purpose and

Values In All That You Do? At HFD Our Core Purpose Is To Help The Underserved Live Healthier. To Accomplish This Mission, We Must Ensure That Our Team Is Aligned With Our E.P.I.C. Values

• Excellence: Always exceeding expectations!
• Passionate: Executing with boldness!
• Innovative: Pioneering a better way!
• Collaborative: Together we win!
  
  

Join Our Team as an EPIC Senior Financial Operations Analyst:

Are you passionate about precision and ready to safeguard our treasury operations through meticulous financial modeling and analysis?

As a Senior Financial Analyst supporting our Treasury team, you'll be the guardian of financial accuracy in our loan funding operations. We're seeking a detail-obsessed analyst who understands that in treasury operations, precision isn't just preferred—it's absolutely critical to our business success.

What You'll Do

• Develop sophisticated business logic for loan portfolios, incorporating cancellations, adjustments, and dispute scenarios
• Transform manual Excel-driven processes into automated solutions using stored procedures and database automation, SSRS, and potentially APIs like box.com
• Support critical treasury funding with accurate, timely financial analysis
• Design and maintain complex reporting systems that provide real-time insights into loan funding performance
• Collaborate closely with treasury leadership to ensure funding strategies are supported by robust data analysis
• Build and optimize transactional database queries that form the backbone of our financial reporting
• Maintain the highest standards of data integrity, knowing that every calculation impacts business-critical decisions and any errors have a long tail of impact
  
  

Who You Are

• A data modeling expert with deep experience in loan data analysis
• A SQL virtuoso who crafts elegant solutions for complex financial calculations
• A precision-focused analyst who double-checks every detail because accuracy is non-negotiable: you thrive when showing others how to catch data issues!
• A process innovator who transforms tedious manual work into streamlined automation
• A collaborative partner who communicates complex financial concepts with clarity
• An expert with transactional databases who understands how real-time data flows impact financial decisions
  
  

Why This Role Matters

• Your actional analysis directly influences millions of dollars in loan funding decisions
• You will hold teams accountable to SLAs for all our finance teams and if they aren’t meeting scope any support they need cross-collaboratively
• Your precision safeguards our business from costly financial errors
• Your automation innovations free the treasury team to focus on strategic initiatives
  
  

What We Offer

• A chance to shape the future of a growing, purpose-led company
• A collaborative environment where your voice is heard and valued
• Opportunities for professional growth and skill expansion working with inclusive teams driven by our EPIC values
  
  

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Data Science, or a related field (Master’s degree a plus)
• 5+ years of experience in financial analysis, treasury operations, or loan portfolio analytics
• Proven track record working with large-scale transactional databases and real-time financial reporting
• Advanced SQL skills with the ability to write and optimize complex queries from Transaction databases
• Strong background in financial modeling and data analysis, especially in loan or funding environments
• Proficient in Excel and experienced in automating manual processes
• Familiarity with SSRS, stored procedures, and APIs (e.g., box.com) is highly desirable
• Meticulous attention to detail with a passion for data accuracy and integrity
• Ability to identify and resolve data discrepancies quickly and effectively
• Strong communicator who can translate complex financial data into clear, actionable insights