Financial Planning & Analyst

Job Description

Description:

Job Summary:

To provide first-class analysis and business / financial modeling for current operations, annual budgeting cycles, forecasting / planning for future projects, and possible M&A activity. This position streamlines reporting for Executive leadership and will become a partner with Operations to help support efficiency, information relay, and additional company needs.

Job Responsibilities:

Integrates complex information and concepts and organizes analysis efforts into a systematic framework; verifies logic of others and challenges ideas, assumptions, and conclusions.

Assist with the modeling for forecasting initiatives including annual budgets, quarterly forecasts, and revenue modeling along with appropriate analytics and sensitivities.

Identify and drive process improvements, including the creation of reports, tools and dashboards. Increase productivity by automating where applicable.

Create power point presentations to Executive leadership.Requirements:

Bachelor’s degree required; preferable in Finance, Economics or Accounting

2+ years FP&A experience in Corporate Finance, Banking or Private Equity (Healthcare industry a plus)

Strong fluency with Excel formulas & functions; high proficiency in modeling techniques

Well-practiced with the full Office suite (Word, PowerPoint, etc.)

Working knowledge of GAAP accounting, financial statements, and cash flow

Full-time