Financial Analyst - Finance Analytics & Strategy Team

Position Summary:

Direct Supply is building the future of healthcare technology with industry-leading products, solutions and platforms to help improve the lives of millions of seniors and those who care for them.

In the Financial Analyst - Finance Analytics & Strategy Team (FAST) position, you'll enable scalable, high-quality financial analysis that powers smarter decision-making across the business. You'll work across Solutions (P&Ls) and corporate functions, equipping teams with automation, reporting, and insights while helping modernize Finance through innovation, AI integration, and continuous improvement.

Skills Needed:

• Applies AI and Technology - Identifies opportunities to boost efficiency and add value using AI and tech. Embraces and applies digital innovations and tech solutions to build business. Eagerly learns and integrates new technologies where they matter most.

• Enriches Innovation - Sparks creative ideas and harnesses AI and technology to deliver tangible benefits. Champions diverse thought and boldly challenges conventional norms.

• Thinks Critically - Analyzes complex issues deeply and objectively, revealing hidden layers. Challenges assumptions and balances analysis with action-oriented solutions.

• Optimizes Work Processes - Streamlines workflows by harnessing data, AI, and technology. Identifies opportunities for efficiency and incorporates new processes and technology. Defines new success measures.

• Strong analytical proficiency with Power BI and Excel to build dashboards, financial reports, and templates.

• Deep technical expertise in financial modeling and forecasting, especially in margin, pricing, and variance analysis.

• Excellent ability to automate and scale financial processes using SQL, Python, or GPT tools.

What You'll Do and Impact:

• Build and maintain financial reports, dashboards, and forecast templates that support business decisions across Solutions and Verticals.

• Partner with Finance Business Partners to support recurring deliverables such as month-end close packages, forecasting, and variance analysis.

• Use Power BI, SQL, and AI-enabled tools to automate routine tasks and enhance forecasting and commentary.

• Conduct deep-dive analyses on trends in cost, margin, and customer behavior, delivering quick-turn insights that drive action.

• Support the adoption of standardized models, KPI definitions, and shared data sources across the organization.

• Contribute to scaling a centralized finance analytics model by evolving tooling, structure, and best practices across teams.

• Experiment with and pilot GPT-powered tools to summarize data, improve workflows, and generate insights.

• Drive process improvements by identifying inefficiencies and advocating for technology-forward solutions.

• Learn and apply modern enterprise platforms and AI-powered tools to support forecasting, analysis, and reporting. Help the team shift from legacy processes to new tools by using technology effectively to improve accuracy, efficiency, and insight

Experience:

• Bachelor's degree in Finance, Accounting, Economics, Business, Data Science, or related field

• 1-3 years of experience in FP&A, financial analysis, or business finance

• Advanced Excel and Power BI proficiency

• Familiarity with forecasting, variance analysis, and P&L support

• Experience with SQL or Python is a plus

• Exposure to AI tools, GPT-based forecasting or commentary platforms, and dashboard development is preferred

Additional Items of Interest:

• Excellent communication and collaboration skills with both technical and business stakeholders

• Experience working in centralized analytics or finance enablement teams

• Passion for AI, automation, and digital finance transformation