What are the responsibilities and job description for the Financial Analyst position at TriSource?
Financial Analyst
We’re partnering with a long-standing client in the Baltimore County area that’s looking to add a Financial Analyst to their team. This role is ideal for someone with 2–5 years of experience who’s ready to dive into both the analytical and strategic sides of finance. The team operates on a hybrid schedule (3 days in-office, 2 remote).
Key Responsibilities:
- Perform financial analysis to evaluate company performance and highlight key trends
- Investigate variances in revenue and expenses, flag risks, and recommend solutions
- Analyze cost structures at a location level to identify opportunities for savings
- Assist regional finance leadership with forecasting, ad hoc reporting, and strategy support
- Lead portions of the annual budgeting process, including overhead budgeting
- Contribute to evaluations of new business opportunities and ROI modeling
- Prepare financial reports, forecasts, and insights for leadership
- Collaborate with accounting to ensure accurate financial reporting and compliance
- Provide data-driven support using financial and operational metrics
- Help improve financial planning tools and processes over time
- Jump into strategic projects and other tasks as needed
What You Bring:
- Solid grasp of financial concepts, statements, and modeling
- Sharp analytical skills and the ability to turn numbers into insights
- Advanced Excel proficiency; ERP system experience is a plus
- Exposure to tools like SQL and Power BI is a bonus
- Strong communication skills—able to simplify the complex
- Adaptable, with the ability to keep up in a fast-moving environment
- Bonus points for healthcare industry experience or familiarity with regulatory standards
Salary : $70,000 - $85,000
