Financial Analyst

Mindful Support ServicesMountlake Terrace, WA
5d$80,000 - $99,000

About The Position

About the Company We are a mental health organization focused on business-to-business support services for independent therapy and psychiatric private practices. We provide administrative and organizational services to simplify the processes of lead-generation, marketing, billing, and collecting payments from patients and insurers. Our teams support over 2,300 mental health providers in 19 locations and via tele-health across 6 states. We have built the Mindful Therapy Group brand from the ground up with over 14 years of dedication to solving the complex processes of the healthcare landscape in innovative ways, creating a platform geared toward growth, and working to meet our mission of creating improved access to high-quality mental healthcare. Who You Are Strategic Thinker : Skilled in analyzing multiple scenarios and making data-supported recommendations. Positive Energy : Optimistic about the future and determined to get there. Direct Communicator : Active communicator and eager listener, comfortable with candid feedback. Adaptable : Excited by change and able to pivot on the fly. Can-Do Attitude : Empowered by owning problems and taking responsibility. Team Player : Embraces being pushed out of your comfort zone and values team strength. Role Overview Mindful Support Services is actively seeking a proactive, detail-oriented Financial Analyst who thrives in a professional, fast-paced environment.As a key Finance employee, the Financial Analyst will be responsible for financial reporting, forecasting and budgeting, and other financial modeling. This is a great position for someone who enjoys analyzing business performance to support senior management in making meaningful tactical and strategic decisions.

Requirements

  • Bachelor’s degree with a focus in finance, accounting, economics or related field; MBA or advanced degree a plus
  • 2-5+ years of financial planning and analysis experience including financial reporting and budgeting experience
  • Excellent analytical, decision-making, and problem-solving skills
  • Self-starter with the ability to set and balance priorities, work independently, and take ownership
  • Attention to accuracy and detail
  • Great interpersonal and communication skills, both oral and written
  • Intermediate to Advanced knowledge of the Microsoft Office Suite, especially Excel and PowerPoint
  • Experience with ERP systems (e.g. Sage, NetSuite) and/or data visualization (e.g. Power BI, Tableau) a plus
  • Experience with medical or mental health industry is a plus

Nice To Haves

  • MBA or advanced degree a plus
  • Experience with ERP systems (e.g. Sage, NetSuite) and/or data visualization (e.g. Power BI, Tableau) a plus
  • Experience with medical or mental health industry is a plus

Responsibilities

  • Financial Reporting & Close Prepare and review monthly, quarterly, and annual financial reports in accordance with GAAP and internal policies
  • Lead monthly revenue calculation and analysis process working cross-functionally with accounting and payments teams
  • Partner with accounting to ensure data integrity, consistency, and accuracy across financial statements
  • Provide superior and timely customer service in responding to internal and external financial and payments-related inquiries.
  • Support the monthly close process, including journal entries, account reconciliations, variance analysis, and management reporting
  • Contribute to the development and improvement of financial reporting processes, controls, and documentation Financial Analysis & Decision Support
  • Perform detailed variance analysis versus budget, forecast, and prior periods, identifying key drivers and trends
  • Develop and maintain financial models to support operational and strategic decision-making
  • Provide actionable insights to finance leadership and cross-functional partners through clear, concise analysis and storytelling
  • Support evaluation of new initiatives, investments, and growth opportunities Budgeting & Forecasting
  • Play a key role in the annual budgeting and periodic forecasting processes
  • Collaborate with department leaders to understand assumptions, drivers, and risks
  • Analyze forecast accuracy and continuously refine planning models and methodologies Ad Hoc & Special Projects
  • Lead and support ad hoc analytical projects related to growth, efficiency, profitability, and operational performance
  • Assist with system implementations, reporting enhancements, and data automation initiatives

Benefits

  • 75% employer covered Health, Dental & Vision benefits plan
  • 401(k) savings plan with employer matching upon eligibility
  • 8 paid holidays
  • 15 PTO days accrued annually in first year
  • Professional and career development opportunities
  • Compensation evaluated with opportunities for advancement
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