Financial Analyst I

ALLERGY PARTNERS•Asheville, NC

7h•Onsite

About The Position

At Allergy Partners, we are dedicated to improving the lives of our patients through compassionate, personalized allergy and asthma care. As part of the nation’s largest allergy practice, our team combines the resources of a trusted network with the close-knit feel of a local office. We take pride in serving our community, building lasting relationships with patients and families, and being a trusted partner in their long-term health. Within our practice, we foster a supportive and collaborative work environment where every team member plays a vital role in creating excellent patient experiences. Joining our team means being part of a workplace that values professional growth, teamwork, and a true commitment to making a difference both inside and outside the clinic. As a member of the support center, this position helps strengthen Allergy Partners’ nationwide network by providing essential financial insight and support. The Financial Analyst I plays a key role in ensuring our practices have the tools and resources needed to operate efficiently and deliver exceptional patient care. The Financial Analyst I supports the Financial Operations team in conducting comprehensive due diligence and financial analyses related to medical practice acquisitions, new provider onboarding, and growth initiatives. Under the direction of the Vice President, Financial Operations, this role assists in evaluating acquisition targets, preparing financial models, and supporting strategic decisions that drive organizational expansion and performance improvement. The position may also support financial reporting, budgeting, forecasting, and practice performance analysis, ensuring consistency and accuracy across all analyses and reports.

Requirements

0–2 years of relevant experience in financial analysis, mergers & acquisitions, or healthcare finance preferred.
Strong understanding of financial statement analysis, including the relationship between balance sheet, income statement, and cash flow.
Advanced Excel and financial modeling skills required (Lookups, Pivot Tables, Arrays, and Macros).
Excellent analytical, organizational, and communication skills.
Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Ability to handle confidential information with discretion.
Bachelor’s degree in finance, Accounting, Economics, or Healthcare Management required.

Responsibilities

Support the evaluation of potential medical practice acquisitions by performing detailed financial due diligence and valuation analyses.
Review and interpret historical financial statements, practice performance data, and operational metrics.
Prepare financial projections and sensitivity analyses to assess acquisition feasibility and return on investment.
Assist in preparing materials for acquisition review meetings and presentations to leadership.
Perform financial and productivity analyses for potential new provider additions and de novo practice opportunities.
Develop models to forecast provider revenue, expenses, and contribution margins.
Collaborate with operations, clinical, and recruiting teams to ensure accurate and consistent data inputs.
Contribute to the development and coordination of the annual budget and periodic reforecasting processes.
Prepare supporting analyses for revenue and expense assumptions, capital expenditures, and practice-level financial plans.
Prepare regular and ad-hoc reports that include key performance indicators, variance analyses, and profitability summaries.
Analyze financial performance across practices to identify trends, risks, and opportunities for operational improvement.
Partner with cross-functional teams including accounting, operations, and corporate development to support decision-making.
Assist in the development of standardized tools and templates for due diligence, provider analysis, and financial reporting.
Support special projects or initiatives that enhance efficiency, transparency, and financial insight.
Provide analytical support and reporting for additional financial operations projects as needed.
Completes all assigned AP training (such as CPR, OSHA, HIPAA, Compliance, Information Security, others) within designated timeframes.
Complies with Allergy Partners and respective hub/department policies and reports incidents of policy violations to a Supervisor/Manager/Director, Department of Compliance & Privacy or via the AP EthicsPoint hotline.
Models the AP Code of Conduct and demonstrates a commitment to the AP Compliance Program, standards and policies.
Maintain compliance with all policies and procedures, actively participate in enforcement of all ongoing Cybersecurity efforts to ensure safe and secure IT systems for all employees and clients at Allergy Partners. Remain vigilant and aware of new threats and assist the company by fulfilling an active role in observing, enforcement and reporting of cybersecurity incidents, efforts, programs and fulfill required training on a timely basis as required by frequency and due dates.