Financial 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

Qualifications

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