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Financial Analysis and Planning Expert

2 months ago

Birmingham, Alabama, United States ITAC Solutions Full time

We are seeking a highly skilled Financial Operations Specialist to join our team at ITAC Solutions in Birmingham, AL. This exciting opportunity will involve handling the due diligence process of target companies, multi-year forecasting, preparing financial models for acquisitions, and financial reporting.

Key Responsibilities:

  • Assist in the preparation of internal tools used to analyze hospital results, identifying risks, opportunities, and adjustments.
  • Collaborate with business development, hospital sellers, and advisors to collect and analyze transaction-level details within the hospital's historical financial data.
  • Prepare financial projections and forecasts for upcoming acquisitions, incorporating insights from operations teams, existing platforms, and business intelligence as necessary.
  • Develop pro forma forecasts and calculate long-term value for hospital capital projects, utilizing input from operations, platform data, and analytics from the business intelligence team.
  • Analyze operational expenditure at the vendor level to determine efficiency, comparing spending by category against other hospitals within the same region.
  • Communicate financial results, risks, opportunities, and other pertinent information to internal teams, including executives, operations, finance, and business intelligence.

Requirements:

  • Bachelor of Accounting/Finance, required.
  • 2+ years of Public Accounting, FP&A, M&A, or Private Equity experience.
  • Advanced Excel abilities: PivotTables, Macros, etc.
  • Experience manipulating large datasets is required.
  • Strong verbal and written communication.

Preferred Qualifications:

  • CPA - HIGHLY PREFERRED.
  • Experience with tools like Power BI, SQL, or Tableau.