Financial Analyst II

Summary of Position Role/Responsibilities

The Finance department monitors and reviews the various financial plans, budgets and policies, accounting practices, shareholders and the financial community in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board.  

The Financial Analyst will be responsible for analyzing contracts and impact of pricing from both the procurement side as well as the client side.  This role will implement the strategy to provide services and materials for corporate contracts and agreements to meet the business requirements for quality, volume, availability, and pricing. On client side, the financial analyst will prepare the analysis and provide the tools for the sales and client services team to manage through pricing request, healthcare professional pay increase request and client margin analysis.  On the vendor side, the Financial Analyst will negotiate deals with suppliers and establish master agreements.  This position maintains clear visibility of client margins and maintains strategic supplier relationships, negotiates contracts, and implements systems for monitoring performance, assessing risk, and responding to changes in demand or disruptions in the supply chain.

Essential Functions of the Job

• Manage the full contract lifecycle, including intake, drafting, redlining, review, approval, execution, and amendments.
• Translate contract terms into internal workflows, rate sheets, system updates, and operational guidelines.
• Partner with Sales, Operations, Legal, and Finance to ensure client agreements, renewals, and amendments are executed accurately and on time.
• Maintain centralized contract records and ensure contracts are properly stored, tracked, and monitored for obligations, performance standards, and renewal timelines.
• Review client, service, technology, and VMS agreements to ensure alignment with the company interest, protection of margins, policies, and regulatory requirements.
• Prepare, research, analyze and communicate bill / pay variances for month end reporting and for quarterly and annual gross margin analysis as well as Jackson request for bridge schedules related to bill / pay
• Prepare trending analysis and proposal for budget bill rates and price increase/decreases
• Assist the sales and client services team to develop pricing strategies and optimize profitability
• Analyze revenue trends across products, visa types, and customer segments to identify soft and high growth opportunities
• Monitor and report on gross margin performance, highlighting key drivers and variances
• Build and maintain financial models to forecast revenue and margin scenarios
• Partner with sales and marketing to evaluate the financial impact of discounts, promotions, and contract term changes and pricing negotiations with clients
• On the client side, develop dashboards for sales, margins, mix, and open orders for business insights and KPIs
• Review vendor, lease, service, and technology agreements to ensure alignment with company interests, policies, and regulatory requirements.
• Analyze contract terms, pricing structures, renewal conditions, profitability, and risk exposure to safeguard organizational value and compliance.
• Support vendor sourcing, evaluation, onboarding, and performance management to ensure quality, compliance, and cost-effectiveness.
• Conduct competitive pricing and market analysis to inform procurement decisions.
• Negotiate vendor terms, as directed by leadership, and maintain preferred vendor lists and credentialing requirements.
• Track vendor performance, SLAs, contract expirations, and renewal timelines.
• Generate reporting on contract performance, procurement activity, spend, and cost-savings opportunities.
• Identify trends, gaps, risks, and optimization opportunities across contract and procurement processes.
• Ensure all contracts meet internal policies, audit standards, and regulatory requirements.

• On the procurement side, develop dashboards for spending by categories, (IT, Admin, Clinical, other) highlighting contracts up for renewal, potential/upcoming price increase and track savings earned through negotiated volume / price for business insights and KPIs

Marginal Functions of the Job

• Other duties as assigned

Normal Work Schedule

This is a full-time position. Standard business hours are Monday through Friday 8:00 AM to 5:00 PM. Additional time outside of these hours may be needed to complete the essential functions of the job.

Education, Training, and Experience

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field required, or equivalent combination of education and experience will be considered .
• Minimum of 5 years of financial analysis experience required
• Minium of 2 years experience in revenue analysis, pricing analysis and margin analysis preferred
• Advanced knowledge of Excel required
• Intermediate knowledge of Power BI, SQL and data visualization tools strongly preferred
• Exceptional problem-solving skills and attention to detail
• Familiarity with ERP and CRM systems
• Exceptional written, verbal, and interpersonal communication skills with proven negotiation and customer service skills.
• Ability to lead indirect employees as well as develop workflow and process to generate results
• Certified Professional in Supply Managed (CPSM) or related certification preferred
• Ability to work in a team environment, fostering positive relationships with internal and external stakeholders
• Excellent organizational and analytical skills with the ability to multitask multiple priorities simultaneously, while adhering to strict deadlines
• High degree of integrity in dealing with sensitive client and employee information
• Exceptional written, verbal, and interpersonal communication skills with proven negotiation and customer service skills
• Proficient with Microsoft Office products, Adobe, and electronic database management, with a strong proficiency with Microsoft Excel and ability to conduct intermediate level functions (Pivot Tables, VLOOKUP)

Job Level Competencies  

• Technical Skills: Intermediate ability to perform technical skills required for job role. This may include the use of specific technology, knowledge of job-specific tasks and concepts, etc. Intermediate ability to supervise project workflows for the team.  Advanced ability to handle routine tasks and non-routine tasks; and handle tasks with high level of complexity with limited guidance. 
• Communicates Effectively: Advanced ability to communicate and network with key contacts outside own area of expertise. Advanced skills in active listening and adjusting articulation and body language for presentations. Advanced ability to provide clear and concisely written, verbal and nonverbal communication. 
• Develops Self: Intermediate ability to understand and apply an advanced range of experience, professional concepts, and Company objectives. Intermediate ability to take a lead role in projects that require advanced professional skills. Intermediate ability to mentor others in the area of specialization. Intermediate ability to continuously refine and update skills to stay current and progress in the field. 
• Customer Focus & Teamwork: Intermediate ability to work independently to determine team and customer centric methods for assignments. Intermediate ability to supervise project workflows for the team.   Intermediate ability to drive collaborative efforts and navigate team dynamics. Intermediate ability to address    escalated customer feedback or concerns. 
• Decision Making: Advanced ability to leverage various selection methods and techniques to drive optimal results within the department. Advanced ability to perform situational analysis and interpret risk data, including emotional intelligence and potential organizational impact. Advanced ability to think critically in solo or group settings and manage time effectively. Advanced ability to coach others on best practices. 
• Innovation: Advanced ability to develop ideas that establish new or improve business processes across a division or key functional area and increase productivity. Advanced ability to address complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors with an innovative approach. Advanced abilities in creativity, flexibility, continuous improvement, curiosity, experimentation, data analysis, entrepreneurship, collaboration, and strategic thinking. 
• Quality & Results Oriented: Intermediate ability to self-monitor and correct work. Produces optimal results that impact one or more teams, departments, or divisions. Intermediate ability to demonstrate a commitment to excellence in their work and actively contributes to the development and improvement of processes and procedures. Intermediate ability to mentor colleagues on best practices for quality and results. 
• Resourceful & Tenacious: Advanced ability to use internal company policies and resources along with other external professional concepts to develop solutions to complex and critical issues.  

Required Licenses, Certifications, and Other Specific Requirements of Law

• Health Insurance Portability and Accountability Act (HIPAA) certification and ability to obtain and maintain

Other Characteristics of the Position

Physical Demands:

• Stationary desk work for extended periods at a time
• Regularly required to communicate
• Infrequently lifting of office supplies up to 20 lbs.
• Vision abilities including close vision and ability to adjust focus

Work Environment:

• This job operates in a professional office environment.
• This role routinely operates standard office equipment.

Statement of Responsibility for Confidential Data

• Has access to, and requires daily use of, confidential records.
• Required by federal law to maintain strict confidentiality of “Avant” employee information and maintain security of such information.
• Proprietary Information and Non-Conflict Agreement required.

Smoking/vaping and the use of tobacco products are prohibited on all Company premises, including indoor and outdoor areas, parking lots, and Company-owned vehicles. 

As part of our employment process, candidates who receive a conditional offer may be required to undergo pre-employment drug testing