Technical Financial Analyst jobs in United States
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Life Line Screening · 1 day ago

Technical Financial Analyst

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
date5+ years exp

Life Line Screening is seeking a highly skilled Technical Financial Analyst to join their Finance team. This role blends traditional financial analysis with advanced IT capabilities to drive automation, forecasting accuracy, and AI-powered insights, focusing on modernizing financial processes and enhancing productivity through AI tools.

Health CareMedical
badNo H1Bnote

Responsibilities

Financial Modeling & Forecasting
Build and maintain complex, dynamic Excel models that update automatically with monthly actuals and KPIs
Integrate Excel models with Power BI datasets and accounting close outputs from Microsoft Business Central
Use GenAI-guided formulas and Co-pilot features to enhance model intelligence and usability
Rebuild current financial models to streamline the update process and to incorporate automation and new tools e.g. Microsoft Dynamics
Automation & Integration
Design and implement automated workflows using Power Automate to streamline data refreshes and reporting cycles
Leverage Power Query for efficient data transformation and integration across systems
AI Enablement
Develop and deploy AI agents to summarize KPI trends, generate financial narratives, and support decision-making
Champion the use of AI tools (including Microsoft Co-pilot) across the Finance team to improve productivity and insight generation
Reporting & Communication
Create intuitive dashboards and visualizations in Power BI to communicate financial performance and forecasts
Collaborate with Accounting and FP&A teams to ensure alignment on data sources, definitions, and reporting standards
Process Improvement
Lead initiatives to embed AI and automation into the monthly close and forecasting processes
Train and support team members in adopting AI-enhanced workflows and tools

Qualification

Microsoft ExcelPower BIPower AutomateMicrosoft Business CentralGenAI toolsVBA/macrosFinancial modelingAI agent developmentDAXM languageCloud-based data platformsERP automationCommunication skillsCollaboration skills

Required

Bachelor's degree in Finance, Accounting, Information Systems, or related field (Master's preferred)
5+ years of experience in financial analysis with a strong technical focus
Expert-level proficiency in Microsoft Excel, including dynamic arrays, Power Query, and VBA/macros
Hands-on experience with Power BI, Power Automate, and Microsoft Business Central
Proven ability to build and maintain automated forecasting models
Experience with GenAI tools and Microsoft Co-pilot in financial workflows
Strong understanding of accounting close processes and KPI frameworks
Excellent communication and collaboration skills

Preferred

Experience with AI agent development or prompt engineering
Familiarity with DAX and M language in Power BI
Exposure to cloud-based data platforms and APIs
Background in financial systems integration or ERP automation

Company

Life Line Screening

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Glassdoor2.5
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Preventive Health Screening Services
dateFounded in 1993
location
Austin, Texas, USA
people-size501-1000 employees
web-link
http://www.lifelinescreening.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2005-05-16Private Equity

Leadership Team

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Matt Miller
Chief Executive Officer
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J
Joe Jahnke
CFO
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Recent News

Newswire
Life Line Prostate Cancer Screening Offers 3-, 6-, and 12-Month PSA Testing Plans for Men 50+ Seeking Early Detection
2025-07-02
Newswire
Life Line Launches 2025 Stroke & Heart Disease Prevention Initiative With Breakthrough Cardiovascular Risk Assessment
2025-07-02
Business Wire
Life Line Screening and Lexipol Partner to Provide Agency Members with Access to Stroke Risk and Heart Health Screenings
2025-05-01
Company data provided by crunchbase