Financial Analyst

Job DescriptionThe Financial Analyst is responsible for supporting assigned business units through budgeting, forecasting, month-end reporting, and financial analysis.Partners with Regional Vice Presidents, Operations Leadership, Corporate Accounting, and Finance Leadership to provide timely and accurate financial information that supports operational and financial decision-makingAssists with annual budget development, monthly forecasting, variance analysis, management reporting, and business performance monitoring within a medical supply and durable medical equipment (DME) environmentJOB FUNCTIONSPrepares recurring monthly, quarterly, and annual financial reports for operational and finance leadershipSupports annual budgeting, monthly forecasting, and long-range planning activities for assigned business unitsPerforms variance analysis comparing actual results to budget, forecast, prior year, and management expectationsAnalyzes revenue, gross margin, operating expenses, labor costs, and profitability drivers to identify trends, risks, and opportunitiesPartners with Regional Vice Presidents and Operations Leadership to understand business performance and support decision-makingAssists in the preparation and distribution of monthly business reviews and management reporting packagesMaintains planning models, forecast files, databases, and reporting tools utilized by the FP&A departmentSupports month-end financial review processes and collaborates with Corporate Accounting to ensure reporting accuracy and consistencyMonitors key financial and operational performance indicators and communicates significant changes to FP&A leadershipPerforms ad hoc financial analyses and reporting requests in support of business initiatives and management decision-makingAssists in the preparation of financial presentations and supporting documentation for leadership review meetingsDevelops and maintains an understanding of operational and financial drivers impacting business unit performanceJob RequirementsEducationBachelor's Degree in Finance, Accounting, or related field, RequiredWork Experience1-2 years FP&A, Finance, Accounting, Corporate Finance, or related analytical background, RequiredHealthcare, Health Insurance, DME background, Preferredutilizing Power BI for reporting and dashboard analysis, preferredERP systems
Oracle, preferredKnowledge, Skills, and AbilitiesStrong Microsoft Excel, including Pivot Tables, XLOOKUP, INDEX/MATCH, financial formulas,and data analysis techniquesbudgeting, forecasting, variance analysis, and financial reportingPower Query and SQL, preferredStrong analytics and problem-solvingStrong attention to detail and commitment to data accuracyStrong written and verbal communicationJob DetailsJob Type: Full-timeCategory: Management