Financial Analyst

Job Type Full-time Description Job Summary: The Financial Analyst is responsible for weekly business analysis, development of digital reporting solutions, and support of strategic initiatives in both Finance and Operations. The primary goal of the Financial Analyst is to provide analysis and create tools that drive value creation and operational excellence. This role will maintain an effective reporting, planning, and analysis capability that provides management with the appropriate data, analysis, and conclusions to establish organizational goals and measure the performance of the business. The Financial Analyst will be directly involved with the identification and implementation of strategic initiatives, providing the analysis and data to determine the success of these initiatives and their impact on the organization. This role will be responsible for the creation of reporting packages and presentations for ReVIDA's Managers and Board. The Financial Analyst will also have opportunities for hands-on involvement in corporate development, including M&A activity, financial modeling, and due diligence. Ideal candidates will have the ability to translate large amounts of data into useful information, while providing insightful feedback and forward-looking analysis to recommend and guide decisions for short- and long-term planning. The Financial Analyst will report directly to ReVIDA's Director of FP&A and Strategic Initiatives, with regular exposure/support for ReVIDA's CFO. Requirements Key Competencies • Problem Solving & Analytical Orientation: Excellent problem-solving and analytical skills that are used to track, analyze, interpret, and report key historical and projected operating metrics, trends, and financial results. Able to take a "deep dive" into the details of the business while staying focused on the big picture. • Strong Business Analytics Capabilities: Leading candidates must possess strong business analytics skills, including the ability to take complex data and convert into meaningful and actionable reports/insights. • Development of High-Quality Board, Investor, and Senior Leadership Presentations: This role will be very visible in the organization and requires the ability to prepare presentations for the Company's Board, investors, and senior leadership team that effectively communicate the story behind the numbers in an efficient, digestible manner. • Results Oriented: Results oriented, including the capacity to both think strategically and execute tactically. • Effective Communication and Decision Making: Highly articulate and able to convey important messages in a clear and compelling manner. • Detailed Knowledge with Digital Tools: This role will be highly involved with the evolution of ReVIDA's finance function into a more automated, digital environment. Experience in PowerBI, SQL, and PowerQuery will be needed to be effective in the creation of these tools. Duties & Responsibilities • Support all planning, forecasting, and reporting processes across the company, including weekly and monthly reporting and forecasts, the annual budget, and five-year strategic plan. • Analyze complex financial and operational information to provide accurate and timely recommendations to management for decision-making purposes. • Develop automated reporting tools that will provide self-service data and reporting solutions. Create digital tools that will enable real-time business analytics in tools such as PowerBI, Excel, and PowerAutomate. • Maintain monthly reporting package that includes full financial statements and detailed reporting of operational outcomes. • Identify, track, and forecast the main drivers and transactions of the organization; provide accountability for forecast accuracy, continuous improvement, and delivery of results. • Play a role in the Company's growth strategy, including new market assessments, pipeline development/sourcing, acquisition due diligence, financial modeling, etc. • Build models and other tools to automate or semi-automate business processes and reporting based on specific needs of the finance team and other department leaders. • Create reporting packages and presentations for ReVIDA's Managers and Board • Interact effectively with senior leaders across the organization as well as with staff, providers, and management. Required Skills/Qualifications • Competitive spirit: a strong will to win. • Must be able to work in a fast-growing, rapidly evolving business, often with multiple projects simultaneously. • Ability to condense disparate information into a concise message for senior leaders; excels at simplifying ambiguity. • Eagerness to partner with the executive team on a range of issues related to financial performance, business planning, and business case analysis. • Demonstrated commitment to delivering outstanding work product; highest standards for accuracy and precision; must be highly organized with the ability to work independently with limited direction. • High level of intellectual curiosity. • Must be energetic and highly self-motivated. • Advanced experience with use of Microsoft Excel and PowerPoint (required). • Advanced modeling skills, including extensive use of macros, pivot tables, SQL, and other contemporary modeling techniques preferred. • Experience with Business Intelligence tools (i.e., PowerBI, PowerAutomate, Tableau.) strongly preferred. • Strong written and verbal communication skills. • Solid values and high standards of ethics, integrity, and trust (required). • Demonstrated high EQ and ability to establish and maintain effective working relationships with leadership team, department heads, staff, and private equity partners. Mission, Vision, and Values: The employee must always overtly support the Company's Mission and Vision. Given the visibility of this role both internally and externally, the Patient Relations Manager must be an exemplary model of the Company's Values of Respect, Excellence, Visibility, Integrity, Dedication, and Accountability. While this job description is intended to accurately reflect the job's requirements, the Company reserves the right to add or remove duties from jobs when circumstances (e.g. emergencies, changes in workload, rush jobs or technological developments) dictate. The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. Additional duties and responsibilities may be required of the job holder based upon business needs.