SENIOR FINANCIAL ANALYST

PSN Services LLCPlano, TX
10h

About The Position

The Senior Financial Analyst will be a key contributor to our FP&A function, supporting budgeting, forecasting, reporting, and business analysis across our multi-site healthcare platform. This role offers exceptional exposure to PE-backed value creation, M&A activity, and healthcare operations in a fast-paced, high-growth environment. Ideal for ambitious finance professionals seeking to accelerate their careers and develop expertise in healthcare services and private equity.

Requirements

  • 3-5 years of FP&A, corporate finance, investment banking, or public accounting experience
  • Demonstrated progression in responsibilities and analytical complexity
  • Exposure to budgeting, forecasting, or financial modeling in previous roles
  • Track record of delivering high-quality work under tight deadlines
  • Strong financial modeling and Excel skills (pivot tables, VLOOKUP, INDEX-MATCH, formulas, data analysis)
  • Ability to work with large datasets and synthesize insights from complex information
  • Familiarity with financial systems and reporting tools; experience with EPM or BI platforms a plus
  • Understanding of financial statement construction and GAAP accounting principles
  • Quick learner able to develop expertise in healthcare reimbursement and operational metrics
  • Intellectually curious with strong analytical and problem-solving capabilities
  • Excellent attention to detail and commitment to accuracy
  • Strong work ethic and willingness to put in extra effort during critical periods
  • Effective communication skills, both written and verbal
  • Collaborative team player who thrives in dynamic, fast-paced environment
  • Entrepreneurial mindset and comfort with ambiguity
  • Passion for building and improving processes
  • Interest in healthcare services and/or private equity value creation
  • Bachelor’s degree in finance, Accounting, Economics, or related field required
  • Strong academic performance from reputable university

Nice To Haves

  • Healthcare services experience preferred but not required; multi-site operations or PE-backed company experience valued
  • Pursuing or planning to pursue MBA, CPA, or FP&A certifications valued
  • Healthcare coursework or certifications a plus but not required

Responsibilities

  • Support annual budgeting process including facility-level budget templates, data collection, consolidation, and variance analysis
  • Maintain monthly rolling forecasts and 13-week cash flow projections
  • Prepare monthly financial reporting packages including P&L variance analysis, KPI tracking, and commentary
  • Build financial models analyzing facility performance, service line profitability, and growth scenarios
  • Conduct ad-hoc analysis supporting strategic and operational decision-making
  • Track and report on operational metrics including OR utilization, case volume by specialty, surgeon productivity, revenue per case, and staffing levels
  • Develop executive dashboards presenting financial and operational performance in clear, visual formats
  • Analyze trends in key metrics and identify drivers of performance variation across facilities
  • Partner with operational leaders to understand drivers behind financial results
  • Support continuous improvement initiatives through data-driven insights
  • Monitor revenue cycle performance including days in A/R, net collection rates, denial rates, and aging buckets
  • Analyze payer mix trends and reimbursement rates by facility and specialty
  • Support Revenue Cycle Management team with reporting and analysis on collection effectiveness
  • Track write-offs, contractual adjustments, and bad debt trends
  • Identify opportunities for revenue optimization and working capital improvement
  • Assist with financial due diligence on potential acquisitions including data room review and financial analysis
  • Build models analyzing acquisition targets including historical performance, normalized EBITDA, and synergy opportunities
  • Support integration activities including budget development and performance tracking for acquired facilities
  • Maintain acquisition tracking database monitoring post-close performance against underwriting assumptions
  • Prepare investment committee materials and lender reporting packages as needed
  • Contribute to month-end close acceleration efforts ensuring timely, accurate financial reporting
  • Assist with implementation of FP&A technology platforms and reporting tools
  • Maintain data integrity across financial systems and resolve reporting discrepancies
  • Document processes, methodologies, and assumptions for transparency and consistency
  • Identify automation opportunities to improve efficiency and reduce manual work

Benefits

  • Competitive salary and performance incentives
  • Comprehensive benefits package
  • Paid time off and wellness programs
  • Career development and training opportunities
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