Financial Analyst

2 weeks ago

Dallas, United States Platinum Dermatology Partners Full time
Job Details

Job Location
Practice Support Center 1210 - Dallas, TX

Position Type
Full Time

Description

Job Description:

The Financial Analyst works in the Financial Planning & Analysis department and is primarily responsible for assisting in the development of accurate, comparable, timely, and comprehensive financial reports and operational planning models for facilitating management decisions across all levels of the organization as well as providing recommendations and analysis on strategic and operational issues. This role is intended to support functions that inform the equity sponsors, board of directors, senior leadership, banking partners, and operations on how the company is performing, through leading the preparation and development of financial reporting and Key Performance Indicators as well as preparing, forecasting, and financial information. This role will be expected to work closely with the finance and accounting departments.

Responsibilities:
  • Assist in the internal and external reporting packages for Senior Leadership, Board Members, Private Equity partners, and other key stakeholders. Analyze and maintain supporting schedules underlying the presented financial information. Create and maintain standardized reporting across the organization ensuring the information gathered is consistent, accurate, and whole. Regularly review financial results and provide excellent analytics, accurate, and clear variance explanations.
  • Assist in developing financial plans by monitoring the development of several key components and assisting in the development and data-gathering phases. Be the primary data gatherer of all financial models, ensuring accuracy and consistency with historical reporting and forecasts. Bridge the financial results to forecasts through various methodologies.
  • Determine, compile, and publish key performance metrics and indicators to provide transparency and monitoring across the business to determine and monitor strategic initiatives.
  • Notify finance and accounting leaders when an issue in financial oversight and monitoring occurs.
  • Research and monitor technical accounting treatments to verify that they were properly treated as defined by GAAP.
  • Assist in initiatives to continuously improve, automate, and scale reporting tools, processes, and methodologies.
  • Produce weekly and monthly reporting packages to assist in forecasting and financial reporting.
  • Provide ad hoc analytical support to guide operational and strategic decision-making to answer critical business questions, assist in the M&A due diligence process, and analyze market trends.
Growth Opportunity:

The Financial Analyst reports directly to the Director of FP&A. No FP&A manager is sitting between the position and the VP. We value people who have a passion for creating, work independently while being a collaborative partner, and are continually seeking and determined to drive positive change in the organization. Individuals who demonstrate the characteristics that we value excel at handling their existing responsibilities and demonstrate a high level of ability to handle the duties of the higher role when provided opportunities will be considered for growth. An employee in this role who meets the promotion requirements can expect to be promoted to Sr. Financial Analyst.

Qualifications

Qualifications

Education: Bachelor's degree in Finance, Accounting, Business, or a similar field.

Experience:
  • 5+ years of experience working in an FP&A, Revenue Cycle Management Analyst, Accounting, or Budget Analyst role
  • Extensive experience with financial and budget modeling to perform data analysis, extraction, and manipulation
  • Experience working in the healthcare industry to understand financial trends within this specific space
  • An expert in all Microsoft Office products, specifically with Excel and all related modeling functions
  • A team-oriented individual with extreme attention to detail
Performance Requirements:
  • Ability to successfully multitask
  • Excellent analytical skills
  • Detail-oriented
  • Professional communication, oral and written, communication
  • Excellent follow-up and customer service skills
  • Ability to build, and maintain, professional relationships with providers and candidates
Skills and Requirements:
  • Maintain and create lookup tables that drive the data consolidation process across reports and systems.
  • Create complex algebraic algorithms in Excel via syntax writing utilizing functions such as IF statements, Indexing, Matching, and other basic computational and position vector functions.
  • Nice to have including having a CPA, public reporting experience, and cash forecasting experience.


Equal Opportunity Employer Disclaimer:

Our company is an equal opportunity employer and we welcome applicants from all backgrounds. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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