Financial Analyst (47986)

Platinum Dermatology Partners LLC•Dallas, TX

3d•Onsite

About The Position

The Financial Analyst I will join our Financial Planning & Analysis (FP&A) team, providing accurate, timely, and actionable financial insights that drive strategic and operational decisions. This role supports the preparation of financial reports, forecasts, and key performance indicators (KPIs), and will collaborate closely with colleagues across Finance, Accounting, and Operations. The position is ideal for a detail-oriented, analytical professional eager to grow in corporate finance.

Requirements

Bachelor’s degree in finance, accounting, economics, engineering, or another mathematical field.
Maintain and create lookup tables that drive the data consolidation process across reports and systems.
Create complex algebraic algorithms in Excel via syntax writing utilizing functions such as IF statements, Indexing, Matching, and other basic computational and position vector functions.

Nice To Haves

CPA
CFA
public reporting experience
cash forecasting experience

Responsibilities

Assist in the data collection and manipulation process across all areas of the FP&A department, including forecasting, financial reporting, treasury, and revenue cycle management, to support the daily operations of the Company in its understanding of the business’s performance and advise key operational leaders on the results.
Support the development of internal models to forecast all areas of the business, including revenue, provider compensation, headcount planning, cost-of-goods sold, facility expenses, selling, general, and administrative expenses, capital expenses, and financing arrangements of capital expenditures and other types of debt. Notify the appropriate finance and accounting leader when a financial process is not maintained to internal expectations when reviewing the historical results.
Create and maintain analytical operational dashboards and Key Performance Indicator reporting to provide both leading and lagging insight on how the business is operating and ensure the accuracy and completeness of the reports by testing data and maintaining analytical standards for reporting and modeling KPIs. Update and communicate future expectations as new information is gathered.
Track and report daily cash deposits and disbursements and utilize that information to develop a short- and long-term liquidity forecast. Partner with department leaders to understand their capital needs, past and future, utilizing senior leaderships understanding of seasonality and macro-economic factors to model cash forecasts 26 to 52 weeks out that will be the driving force of how leadership understands the business and its ability to deploy capital. Develop weekly explanations on variances to forecast which will be used to inform and set expectations for Senior Leadership, Board Members, Private Equity partners, private placement lenders, and other key stakeholders.
Provide ad hoc analytical support to guide operational and strategic decision-making to answer critical business questions, as well as assist in the M&A due diligence process and analyze market trends.