Senior Financial Analyst

About Legent Health

At Legent Health, our mission is simple yet profound: “To provide first-class health care that puts YOU first.”

Our vision reflects our commitment to excellence: “Through robust physician partnerships, become a nationwide leader in compassionate, quality healthcare focused on the patient and available to everyone.”

Our values, also known as our brand pillars, define how we stay true to our identity in the healthcare industry and the communities we serve. These values are central to everything we do:

• Respect: We honor the time and trust of both patients and physicians by delivering organized, efficient services that ensure a seamless healthcare experience.
• Service: We are committed to highly personalized care for patients, their families, and the physicians who serve them, driving optimal outcomes for all.
• Leadership: We strive to be a trusted leader through innovation, clear communication, and unwavering dedication to excellence across our employees and partners.

Joining Legent Health means being part of a team that lives these principles every day, as we build a future focused on compassionate, quality care.

About the Role 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. 

POSITION’S ESSENTIAL RESPONSIBILITIES: 

Financial Planning & Analysis

• 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

Operational & KPI Reporting

• 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

Revenue Cycle Analytics

• 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

Deal Support & Integration

• 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

Systems & Process Improvement

• 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

POSITION REQUIREMENTS:

• 3-5 years of FP&A, corporate finance, investment banking, or public accounting experience
• Healthcare services experience preferred but not required; multi-site operations or PE-backed company experience valued
• 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

 EDUCATION AND EXPERIENCE REQUIREMENTS: 

• Bachelor’s degree in finance, Accounting, Economics, or related field required
• Strong academic performance from reputable university
• Pursuing or planning to pursue MBA, CPA, or FP&A certifications valued
• Healthcare coursework or certifications a plus but not required

Why Join Legent Health?

Legent Health fosters an environment where team members are empowered to deliver exceptional care while growing professionally within a supportive, values-driven culture.

We Offer:

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

Equal Employment Opportunity (EEO) Statement

Legent Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other legally protected characteristic.

I-9 and E-Verify Compliance:
  Employment eligibility will be verified through the U.S. Department of Homeland Security’s E-Verify system. All applicants must provide valid documentation to establish identity and authorization to work in the United States, as required by federal law.