Senior Financial Analyst, FP&A
About The Position
The Senior Financial Analyst, Financial Planning & Analysis supports the Finance Department, with an emphasis on FP&A and analysis of key financial metrics. The role assists with monthly forecasting and annual budget planning, manages rolling forecast templates and forecast models, and performs cost analysis. In partnership with Operations, the analyst evaluates margins and tracks business-unit KPIs, then provides recommendations to Senior Management to improve profitability and help the organization meet its strategic goals. The position also contributes to corporate budgeting, financial reporting, cash and debt forecasting, financial modeling, monthly close activities, and compliance with financial guidelines, company policies, legal regulations, and HIPAA requirements.
Requirements
- Bachelor’s degree in finance, accounting, or a related field.
- Three years of experience in financial planning, analysis, and modeling.
- Ability to present financial information to a non-financial audience.
- Working knowledge of financial strategies.
- Strong organizational and multitasking skills.
- Excellent communication, interpersonal, and presentation skills.
- Detail-oriented and able to perform in a high-pressure environment.
- Strong analytical thinking and problem-solving skills.
- Expert-level Excel skills, including pivot tables and advanced formulas.
- Proficient computer skills and knowledge of Microsoft Office.
- Ability to learn new technologies and technical aptitude to understand data flow through systems and interactions between systems.
Nice To Haves
- Master’s degree.
- Experience performing the listed tasks in a home medical equipment (HME), distribution, or healthcare environment.
Responsibilities
- Work with department managers to create corporate budgets.
- Implement a budget and reporting system, including evaluating and recommending software.
- Develop real-time cash forecasting reports.
- Develop debt reports to manage the line of credit and other term payouts.
- Provide financial analysis and reports as required.
- Work with department managers on reports to assess specific insurance payer returns.
- Guide financial decisions by establishing, monitoring, and enforcing policies and procedures.
- Assist in developing and implementing goals, policies, priorities, and procedures related to financial management.
- Develop financial projections and build financial models.
- Review and analyze financial statements and reports.
- Track KPIs and prepare financial reports.
- Assist with budgeting and monthly close processes.
- Understand key business drivers.
- Assist project teams with financial guidance.
- Perform research and analysis as required.
- Ensure compliance with financial guidelines, company policies, and relevant legal regulations.
- Maintain patient confidentiality and function within HIPAA guidelines.
- Complete assigned compliance training and other required educational programs.
- Maintain compliance with AdaptHealth’s Compliance Program.
- Perform other duties and responsibilities as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
