Financial Analyst

DIMENSIONS/SCOPE OF POSITION:

The Financial Analyst is responsible for evaluating financial data, identifying trends, and providing actionable insights to support the organization's strategic objectives. This position involves performing detailed financial modeling, forecasting, and budgeting to guide decision-making processes. The analyst works closely with cross-functional teams to ensure financial planning aligns with operational goals and contributes to cost optimization and revenue growth.  This position will prepare reports for affiliate partners as well.  Performs other duties as assigned.

ESSENTIAL DUTIES/RESPONSIBILITIES:

• Conduct thorough financial analysis and modeling to support strategic decisions.
• Prepare and present detailed financial reports, forecasts, and budgets to stakeholders.
• Analyze market trends and financial performance to identify potential risks and opportunities.
• Develop and maintain financial models to support operational and strategic initiatives.
• Assist in the preparation of monthly, quarterly, and annual financial statements.
• Collaborate with cross-functional teams to monitor expenses and recommend cost-saving strategies.
• Ensure compliance with financial regulations and internal policies.
• Support ad-hoc financial projects and analyses as required.

SUPERVISORY RESPONSIBILITIES:         None

QUALIFICATIONS:             

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Education:               Bachelor’s degree in finance, Accounting, Economics, or a related field (Master’s degree or CFA/CPA certification is a plus). 

Experience:             Proven experience in financial analysis or similar role.  Minimum of 3-5 years’ experience.  Healthcare experience required.

Skills:       Strong proficiency in financial modeling and advanced Excel skills.  Familiarity with financial software.  Exceptional analytical and problem-solving skills, with keen attention to detail.    

Other Skills:   Excellent communication and presentation abilities.  Understanding financial regulations and market dynamics. Thorough knowledge of GAAP and Cash Basis. Experience with creating financial statements.   Ability to plan, multi-task and manage time effectively.