Financial Analyst - Remote - Nationwide

Vituity•Sacramento, CA

1d•$69,520 - $86,900•Remote

About The Position

This role involves performing financial analysis to support Vituity’s practice lines and growth areas, including Emergency Medicine, Hospital Medicine, Anesthesia, Urgent Care, and other specialties. The Financial Analyst will work within Vituity’s Oracle Financial environments (NetSuite and Oracle EPM), utilizing enterprise tools to create templates, conduct analysis, and run ad hoc reports. A key responsibility is analyzing operational and financial metrics to prepare financial proposals for new business opportunities, covering aspects like payer mix, staffing patterns, and provider compensation. The role also includes participating in the month-end close process, forecasting site-level income statements and balance sheets, monitoring financial targets for new sites, and analyzing budget discrepancies. The analyst will provide oversight for the quality and reliability of metrics, answer inquiries from clients and colleagues regarding financial data and proposals, and create/refine dashboards and models for financial performance reporting. Additionally, the position involves building financial pro-formas for stakeholder decision-making, supporting company-wide Finance initiatives, ensuring data integrity across platforms, and collaborating on the annual budgeting process with physician leaders. The role requires maintaining financial systems, collaborating with FP&A team members on special projects, assisting with monthly Budget vs Actual (BvA) reports, and supporting annual enterprise planning and quarterly forecast refreshes. The analyst will also account for expected financial losses on the Investment Account tracking spreadsheet and update finance leaders on material changes. Project management responsibilities include prioritizing requests, developing and executing project plans within deadlines, identifying project requirements, exploring solutions, managing relationships with various departments and external parties, and keeping stakeholders informed of project status.

Requirements

Bachelor’s degree with emphasis on mathematics, economics, finance or accounting fields of study required.
Minimum one (1) year of work experience required in finance, accounting, economics or applied mathematics, with emphasis on financial analysis required.
Demonstrated understanding of and experience in project management required.
Strong analytical skills with the demonstrated ability to research, evaluate, and prioritize key financial and operational metrics, build financial models, and present findings clearly to stakeholders at all levels of the organization.
Strong interpersonal skills required.
Strong critical thinking skills.
Must possess excellent written and oral communication skills in order to effectively communicate with a wide variety of audiences.
Strong business acumen.
Strong team collaboration skills at all levels of the organization.
Ability to establish and manage multiple priorities while meeting business critical deadlines.
Strong time management and organizational skills.
Detail oriented, organized, and flexible individual able to perform multiple tasks with varying priorities under conditions requiring both speed and accuracy.
Strong computer skills with proficiency in Microsoft Office Suite, including PowerPoint, Word, Excel, Outlook and Project.
Experience with Microsoft Excel (Macros, Pivot Tables, etc.) and financial reporting systems.

Nice To Haves

Experience working in the healthcare sector preferred.
Experience in Finance or Accounting developing and interpreting finding from complex financial models preferred.
Advanced skills in Microsoft Excel (Macros, Pivot Tables, etc.) preferred.
Experience with Oracle Hyperion/EPBCS, Anaplan, Adaptive Insights, or other financial reporting systems preferred.
Familiarity with Oracle NetSuite or other GL Accounting software systems preferred.
Forward-thinking Financial Analyst with a passion for Artificial Intelligence and its application in business and financial forecasting and modeling preferred.

Responsibilities

Perform financial analysis to support Vituity’s practice lines and areas of growth.
Work within Vituity’s Oracle Financial environments, including NetSuite and Oracle EPM.
Utilize knowledge of enterprise tools to create templates, conduct analysis, and run ad hoc reports.
Analyze key operational and financial metrics necessary to prepare financial proposals for new business opportunities.
Participate in the month-end close process.
Use financial metrics to forecast site-level income statements and balance sheets.
Monitor year one and progress thereafter towards set financial targets and analyze budget discrepancies.
Provide oversight of the quality and reliability of operational and financial metrics.
Answer inquiries from clients and Vituity colleagues pertaining to data collected and methodology for financial proposals.
Create and refine dashboards and models used to report financial performance.
Build financial pro-formas used to assist stakeholders in making business decisions.
Support company-wide Finance initiatives.
Ensure data integrity and seamless sharing of financial models and reports across software platforms.
Support the annual budgeting process by collaborating with physician leaders to develop individual and multi-site budgets.
Maintain financial systems by entering data and ensuring data integrity.
Collaborate with other FP&A team members on special projects and provide input on ways to optimize financial performance.
Assist with the preparation and review of monthly Budget vs Actual (“BvA”) reports.
Support annual enterprise planning as well as the 18-month quarterly forecast refresh process.
Account for expected financial losses on the Investment Account tracking spreadsheet and update finance leaders of material changes.
Prioritize requests and develop, manage, and execute project plans within given deadlines.
Identify project requirements and explore solutions that fit business and user goals under the company’s brand framework.
Manage relationships with a variety of Vituity departments, client executives, vendors, etc.
Keep stakeholders informed of the current status of projects in progress including scheduling work in progress meetings on an as-needed basis.

Benefits

Superior health plan options
Dental, Vision, HSA/FSA, Life and AD&D coverage
Top Tier 401(k) retirement savings plans that offers a $1.20 match for every dollar up to 6% plus discretionary profit-sharing contributions
Generous paid time off starting 3-4 weeks’ annually
Student Loan Refinancing Discounts
Professional and Career Development Program
EAP and travel assistance included
Wellness program
Purpose-driven culture focused on improving the lives of our patients, communities, and employees
Monthly wellness events and programs such as yoga, HIIT classes, and more
Trainings to help support and advance your professional growth
Team building activities such as virtual scavenger hunts and holiday celebrations
Flexible work hours
Opportunities to attend Vituity community events