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Partners In Health

60 Partners In Health Financial Analyst Jobs Hiring Near You

Trajan Wealth LLC

Financial Analyst

Scottsdale, AZ · On-site

$80K - $90K/yr

Support budgeting and annual planning processes in partnership with Finance Director and executive ... United Healthcare PPO medical employee coverage paid by the Company. * Delta Dental PPO, United ...

Stamford Health

Financial Analyst

Stamford, CT · On-site

Childcare partnership with Children's Learning Center At Stamford Health, we believe that every ... In alignment with our Planetree philosophy, the individual in this role will foster a respectful ...

Northside-Hospital-Inc.

Financial Analyst II

Atlanta, GA · On-site

$70 - $95/hr

... healthcare professionals in Atlanta and beyond. Discover all the possibilities of a career at ... Lead system training and education classes for operating partners on the use of financial planning ...

Strivector Corp

Financial Analyst

Mineral Wells, TX · Hybrid

... in Austin, Texas. We are a preferred partner for several Fortune 500 companies nationwide ... POSITION OVERVIEW As a Financial Analyst , your roles and responsibilities will include:

Endeavor Health

Senior Financial Analyst

Warrenville, IL · On-site

$38.67 - $59.94/hr

If you are a seasoned financial professional with a strong background in healthcare finance, we encourage you to apply. What you will do: * Lead complex financial analyses, including budgeting ...

True Rx

Senior Financial Analyst

Washington, IN · On-site

$73K - $91K/yr

Join the True Rx Health Strategists team as our Senior Financial Analyst! At True Rx Health ... and business partnership. 100% remote with in-office requirements as needed for training and ...

Capital One Group

Principal Financial Analyst

Mclean, VA · On-site

$121 - $138/hr

In this role, you will own the reporting and forecasting for Capital One's marketing expenses ... Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other ...

IMO Health

Financial Analyst (FP&A)

Rosemont, IL · On-site

$75 - $90/hr

Experience in healthcare technology, SaaS, data, AI, or private equity-backed environments is a ... You enjoy collaborating with business partners and helping them understand financial performance.

Farmer Focus

Live Financial Analyst

Harrisonburg, VA · On-site

$65K - $75K/yr

This role partners closely with Accounting / Finance leadership, live operations team members ... Bachelor's degree in Accounting, Finance, Agricultural Economics, Business Administration ...

HealthPartners

Financial Analyst

Bloomington, MN · On-site

The Financial Analyst serves as a finance liaison for their assigned service line(s). To ... health equity in care and coverage, and partner with the community as advocates for change.

Franklin Electric Co.

Financial Analyst

Madison, WI · On-site

$55 - $75/hr

Financial Analyst Department: Finance / Accounting / Audit Employment Type: Full Time Location: US ... in preparing presentations and reporting materials for management reviews. * Partner with sales ...

Arizona Liver Health

Financial Analyst

Chandler, AZ · On-site

$70K - $95K/yr

... preferably in healthcare. * Advanced Excel, including experience manipulating large datasets ... We have an established and preferred network of contracted partners that we engage if and when we ...

Robert Half

Snr Financial Analyst

Albuquerque, NM · On-site

$82K - $103K/yr

Senior Financial Analyst - Our client is seeking a Senior Financial Analyst for a Contract-to-Hire ... Experience in healthcare finance is strongly preferred. * Familiarity with Sage Intacct is an ...

Radiology Partners

Sr Financial Analyst

$90K - $100K/yr

... in healthcare. Using a proven healthcare services model, Radiology Partners provides consistent ... Analyze financial results and key performance indicators (KPIs) to provide actionable insights and ...

Adecco

Sr. Financial Analyst

Fort Worth, TX · On-site

$51/hr

Expand your expertise in a complex healthcare setting ???? What You'll Be Doing: * Develop and ... Partner with leaders to identify cost-saving & performance improvements * Maintain rolling ...

Finlink Group

Financial Analyst

Richmond Hill, ON · On-site

... in shaping the financial direction of their residential and land development projects. If you ... Partner with department heads to build initial project proformas covering direct costs, extras ...

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Infographic showing various Financial Analyst job openings at Partners In Health in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

Financial Analyst

Trajan Wealth LLC

Scottsdale, AZ • On-site

$80K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

About Trajan Wealth
With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
Role Overview
The Financial Analyst will serve as a key contributor within Trajan Wealth's Internal Finance Group, supporting strategic decision-making, financial planning, and operational reporting across our various platforms. This role reports to the Finance Director and partners closely with the Finance Director and company executive leadership to analyze business performance, model growth scenarios, and ensure financial data integrity across all entities.
This position is 100% onsite at our corporate headquarters in Scottsdale.
Duties and responsibilities
  • Develop and maintain financial models, forecasts, and multi-scenario analyses to support firm-wide strategic planning and growth initiatives.
  • Prepare monthly, quarterly, and annual reporting, including revenue analysis, margin trends, and develop KPI dashboards.
  • Analyze firm financial performance across business lines, identifying variances, trends, and opportunities for operational improvement.
  • Support budgeting and annual planning processes in partnership with Finance Director and executive leadership.
  • Conduct ad hoc financial analyses to evaluate new business opportunities, revenue streams, and potential investments across Trajan Wealth's growth pillars - including AUM, annuity, private equity, tax, and estate.
  • Support Finance Director with Trajan Tax and Trajan Estate on intercompany financial reporting and divisional performance tracking.
  • Maintain and improve financial reporting, systems, tools, and processes to enhance efficiency and scalability.
  • Monitor industry trends, market data, and competitive benchmarks relevant to the RIA and wealth management space.
  • Support Director with compliance and audit functions with financial documentation and analysis as needed.

Qualifications
Required
  • 5+ years of experience in financial analysis, FP&A, corporate finance, or a related role.
  • Bachelor's degree in Finance or a related field.
  • Strong team player
  • Demonstrated ability to manage competing priorities and deadlines across multiple workstreams simultaneously with high attention to detail
  • Advanced proficiency in Excel financial modeling.
  • Strong command of financial reporting, budgeting, and variance analysis.
  • Demonstrated ability to synthesize complex financial data into clear, executive-ready insights.
  • High attention to detail with a commitment to data accuracy and integrity.
  • Strong written and verbal communication skills.
  • Working knowledge of GAAP accounting principles as applied to financial reporting and consolidation.
  • Proven ability to prepare and present financial analysis including polished PowerPoint or similar presentation materials.
  • Strong cross-functional collaboration skills, with the ability to partner effectively across Tax, Estate, Sales, and Compliance functions.

Preferred
  • Experience with Oracle Netsuite
  • Experience with BI or reporting tools such as Sigma Computing or similar platforms.
  • Experience within an RIA, wealth management firm, or financial services environment.
  • Familiarity with fee-based advisory business metrics, AUM reporting, or revenue-per-advisor analysis.
  • Exposure to multi-entity or multi-division financial consolidation.
  • CFA, CPA, or MBA credential.
  • Experience with SQL or other data querying tools.
  • Familiarity with SEC, FINRA, or other regulatory requirements applicable to Registered Investment Advisors.

Benefits
  • $80,000 to $90,000 base salary plus bonus.
  • 401(k) with company match up to 13%.
  • United Healthcare PPO medical employee coverage paid by the Company.
  • Delta Dental PPO, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefits.
  • Generous PTO and paid holidays.
  • Future career growth opportunity.

Come and join a team that is making a difference in their clients and employee's lives!

Apply