Senior Financial Planning Specialist

3 weeks ago


San Antonio, Texas, United States SearchLogic Recruiting LLC Full time

Job Title: Senior Financial Analyst

Location: Remote work opportunity available, preferably for individuals living in the Atlanta area

Company Overview:

At SearchLogic Recruiting LLC, we're partnering with a fast-growing, private equity-backed healthcare services company headquartered in Atlanta, GA. This organization operates across 8 states and is structured through 6 different entities, with a steady growth trajectory driven by 80% organic growth and strategic acquisitions.

Position Summary:

The Senior Financial Analyst will play a pivotal role in supporting the company's financial planning, analysis, and strategic initiatives. This role involves developing and managing detailed three-statement financial models, performing budgeting tasks, and analyzing large, complex datasets across multiple data sources.

Key Responsibilities:

  • Develop, maintain, and enhance comprehensive three-statement financial models to inform business decisions
  • Collaborate with various departments to manage the budgeting process, providing insights into budgeting variances and financial forecasts
  • Analyze large datasets, performing advanced sorting, filtering, and interpretation to identify actionable insights
  • Support growth initiatives, including modeling for potential acquisitions and analyzing organic growth opportunities
  • Present financial data and analysis to executive leadership, contributing to strategic discussions and providing recommendations
  • Work closely with finance, accounting, and operations teams to ensure accuracy and completeness of financial data

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 3+ years in a finance or analyst role, ideally as an Investment Banking Analyst or Analyst Consultant
  • Healthcare sector experience is advantageous but not required
  • Proficiency with three-statement modeling, budgeting, and data management
  • Experience handling large datasets, with the ability to parse, sort, and filter data efficiently
  • Advanced Excel skills; experience with financial analysis software or BI tools is a plus
  • Strong analytical and critical thinking abilities, with a keen eye for detail and accuracy
  • Excellent communication skills, capable of presenting complex data clearly to various stakeholders

Compensation and Benefits:

  • Competitive base salary of $105,000 - $120,000 + 10% performance-based bonus
  • Group health insurance, dental, and vision coverage
  • 401(k) with a 3% employer match
  • Generous paid time off


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