14d ago

Financial Analyst

United States·Corporate Lhd-Corp - ClearwaterSourcingmid

Finance & AccountingFinancial Analyst

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Quick Summary

Overview

The Financial Analyst is responsible for supporting assigned business units through budgeting, forecasting, month-end reporting, and financial analysis. Partners with Regional Vice Presidents,

Technical Tools

Finance & AccountingFinancial Analyst

The Financial Analyst is responsible for supporting assigned business units through budgeting, forecasting, month-end reporting, and financial analysis.

Partners with Regional Vice Presidents, Operations Leadership, Corporate Accounting, and Finance Leadership to provide timely and accurate financial information that supports operational and financial decision-making
Assists with annual budget development, monthly forecasting, variance analysis, management reporting, and business performance monitoring within a medical supply and durable medical equipment (DME) environment

JOB FUNCTIONS

Prepares recurring monthly, quarterly, and annual financial reports for operational and finance leadership
Supports annual budgeting, monthly forecasting, and long-range planning activities for assigned business units
Performs variance analysis comparing actual results to budget, forecast, prior year, and management expectations
Analyzes revenue, gross margin, operating expenses, labor costs, and profitability drivers to identify trends, risks, and opportunities
Partners with Regional Vice Presidents and Operations Leadership to understand business performance and support decision-making
Assists in the preparation and distribution of monthly business reviews and management reporting packages
Maintains planning models, forecast files, databases, and reporting tools utilized by the FP&A department
Supports month-end financial review processes and collaborates with Corporate Accounting to ensure reporting accuracy and consistency
Monitors key financial and operational performance indicators and communicates significant changes to FP&A leadership
Performs ad hoc financial analyses and reporting requests in support of business initiatives and management decision-making
Assists in the preparation of financial presentations and supporting documentation for leadership review meetings
Develops and maintains an understanding of operational and financial drivers impacting business unit performance

Education

Bachelor's Degree in Finance, Accounting, or related field, Required

Work Experience

1-2 years FP&A, Finance, Accounting, Corporate Finance, or related analytical background, Required
Healthcare, Health Insurance, DME background, Preferred
utilizing Power BI for reporting and dashboard analysis, preferred
ERP systems
- Oracle, preferred

Knowledge, Skills, and Abilities

Strong Microsoft Excel, including Pivot Tables, XLOOKUP, INDEX/MATCH, financial formulas,
and data analysis techniques
budgeting, forecasting, variance analysis, and financial reporting
Power Query and SQL, preferred
Strong analytics and problem-solving
Strong attention to detail and commitment to data accuracy
Strong written and verbal communication