Principal Financial Analyst

2 weeks ago

Brentwood, Tennessee, United States Surgery Partners Full time

SUMMARY :


The Principal Financial Analyst will report directly to the Director of Financial Operations and play a pivotal role within the expanding region of Surgery Partners.

This role encompasses responsibilities such as budgeting, forecasting, financial reporting, and analytical metrics. The individual will collaborate closely with management, conducting research and analyzing financial data to facilitate informed decision-making within the organization.

Moreover, this position will handle non-routine correspondence and compile highly confidential and sensitive information for a diverse array of stakeholders both within and outside the organization.


The ideal candidate will possess outstanding financial expertise, strong business insight, excellent organizational capabilities, familiarity with financial analysis tools and methodologies, and superior communication skills.

The candidate should also demonstrate the ability to navigate the demands of a rapidly evolving and complex environment, exhibiting self-sufficiency and confidence in guiding the company towards achieving its short- and long-term objectives.


ESSENTIAL DUTIES AND RESPONSIBILITIES :
1. Generate reports and analyses to support significant disciplines, multiple areas, or a specific region.

2. Ensure the quality, accuracy, and structure of analyses to aid decision-making by department leaders.

3. Assist P&L owners by identifying the business implications of analyses.

4. Collaborate with other departments (e.g., Accounting, Development, Integration) to validate critical assumptions for models.

5. Support planning, capital allocation, and other financial decision-making processes.

6. Exhibit professionalism and contribute appropriately during meetings, adhering to the guidance of the lead teammate.

7. Serve as a role model to analysts regarding work behaviors, approach, and collaboration with other departments.

8. Provide analytics and insights to support the decisions of senior team members.

9. Review and analyze results to uncover opportunities for further examination that may reveal profit potential.


10. Organize and structure presentations and documents in PowerPoint, Excel, and Word to effectively communicate key messages and influence audiences.

11. Maintain a professional appearance and utilize appropriate written and verbal communication skills to convey ideas.

12. Proactively review reports to identify potential profit opportunities.

13. Share ideas and insights during meetings in a constructive manner.

14. Prioritize time effectively across multiple workstreams and collaborate with stakeholders to optimize time allocation when conflicts arise.

15. Navigate challenges and limitations when executing analyses, such as identifying solutions for incomplete or imperfect data.

16. Propose ideas and suggestions to department leads and Finance teammates that will enhance operations and profitability.

QUALIFICATIONS :
1. Bachelor's degree in Accounting, Finance, or a related field.

2. Minimum of 2 years of relevant accounting or finance experience.

3. Extensive knowledge of financial and accounting principles and procedures.

4. Experience in the healthcare sector is preferred.

5. Ability to work effectively with all levels of facility and corporate management, demonstrating initiative, mature judgment, and a strong customer service orientation.

6. Strong communication (both verbal and written), project management, and analytical/problem-solving skills.

7. Must exhibit high integrity, professionalism, adaptability, and time management skills.

8. Advanced proficiency in Microsoft Office, particularly Excel and PowerPoint.


9. Experience with consolidation and financial systems; familiarity with OneStream, GL, and EHR systems such as Lawson, Oracle, Meditech, and Cerner is preferred.

10. Proven track record in creating and improving processes and process management.

11. Ability to meet deadlines and manage multiple commitments effectively.

12. Capability to operate within a SOX-compliant environment while maintaining and enhancing financial and IT controls.

13. Self-directed, self-motivated, detail-oriented, and assertive.

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