CBLPath, Inc.

  • Financial Analyst

    Job Location US-NY-Rye Brook
    Regular Full-Time
    Work Schedule
    Monday - Friday
  • About us



    Position Summary

    The Financial Analyst will provide Finance, Operations and Sales leadership with fact-based analysis and information to evaluate historical financial, operational, sales and market data for the purpose of helping drive future company performance.  This will include processing, analyzing, and reporting financial data, process improvement, and various monthly accounting functions.  The Financial Analyst will relate frequently, both formally and informally, with all levels of leadership including department managers, directors, and executive leadership.

    Position Requirements

    • Conceptualize, design, and validate reports to meet routine needs. Ensure the data is methodologically and statistically sound and accurate while working with IT to automate reports.
    • Develop variance analysis reports for the current budget cycle.  Be able to communicate reasons for variances across expense and department categories.
    • Develop revenue related information for the current budget cycle. This includes the collection and review of all budgeted statistics, payor mix analyses, and gross and net revenue generation.
    • Develop and analyze case volumes, sales, trends and other metrics in a variety of formats including numerical reports, narrative analysis, graphs, charts as well as presentation formats.
    • Assist with the validation of Data Warehouse information to ensure integrity of the data extracted for reporting and analysis.
    • Perform complex data extractions and manipulations that culminate in the design of meaningful ad-hoc analyses and/or reports as needed.
    • Prepare sales forecasts and collects and analyze data to evaluate current sales goals and increase sales productivity.
    • Leverages the Company’s proprietary database software and external business intelligence software in the utilization and training for business and act as a consultant to business (managers and sales reps) by helping them interpret and understand the information available.
    • Assist in the development of sales quotas and forecasts for the sales team. 
    • Understands the company’s high margin products and recommends sales efforts on these products when necessary. 
    • Analyze sales cycle, recommends measures to shorten the sales cycle. 
    • Researches and evaluates current economic conditions that may affect the organization's ability to sell its products or services in the marketplace.
    • Assist with the analysis of marketing studies
    • Assist in establishment and maintenance of the company’s CRM solution
    • Extract, aggregate, and analyze customer and sales data

    The ideal candidate will have 2 to 5 years of finance or analytics experience.  Experience with healthcare industry is a plus.


    The candidate, must be fluent in the use of a wide range of secondary data sources


    The candidate must possess the following:

    • Excellent analytical skills
    • Strong communication skills
    • Ability to develop superior strategic thinking skills
    • A strong track record of being adept at handling multiple assignments simultaneously and prioritization of tasks
    • Ability to be creative to produce reports with complete and coherent analysis included.
    • Excellent attention to detail in their reporting and analysis
    • Superior follow up skills
    • Advanced expertise in MS Excel
    • Familiarity with, or expertise in, SQL Server, MS Access, Great Plains accounting software, and business intelligence programs such as Tableau or Logi Analytics


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