The Financial Analyst – Financial Planning & Analysis (FP&A;) is responsible for enterprise financial planning, budgeting, forecasting, long-range planning, and strategic analysis. This position partners with executive leadership and operational teams to support enterprise planning, decision-making, and value creation.
Essential Functions
- 1. Supports the process for the timely and accurate preparation of financial budgets, forecasts, and other financial analysis needs that may arise.
- 2. Owns and maintains the long-range financial planning model.
- 3. Develops and maintains enterprise cash flow forecasts.
- 4. Performs enterprise revenue analysis and identifies key trends, risks, and opportunities.
- 5. Builds financial models supporting strategic initiatives, new business opportunities, and operational improvements.
- 6. Partners with Development and Operations on de novo and strategic growth analyses.
- 7. Prepares executive-level financial analyses and presentations.
- 8. Supports acquisition integration and value creation initiatives as assigned.
- 9.
Analyzes financial and operational performance to identify opportunities for improvement.
- 10. Collaborates cross-functionally to support planning and decision-making.
- 12. Other duties and special projects as assigned.
Job Qualifications
Minimum Qualifications/Experience:
- 3 plus years of progressive FP&A;, Finance, or Accounting experience.
- Advanced English Level (mandatory)
- Advanced Microsoft Excel and financial modeling skills.
- Experience with budgeting, forecasting, and executive reporting.
- Experience with Planful, Sage Intacct, or similar systems preferred.
- Healthcare finance experience preferred.
- Strong communication, analytical, and business partnership skills.
Important: Candidates submitting resumes in Spanish will be automatically discarded.
Education/Certifications
- Bachelor's degree in Finance, Accounting, or related field required. MBA and/or CPA preferred.