Lead Financial Analyst

2 weeks ago


Aliso Viejo, California, United States KJ Consulting Full time

Position Overview

KJ Consulting is seeking a Senior Finance Consultant for a prominent ophthalmology organization in the United States, which operates over eighty facilities across multiple states.

The successful candidate will engage in a range of financial functions, including strategic planning, financial analysis, budgeting, and comprehensive reporting. Candidates should possess robust analytical, organizational, and problem-solving capabilities, along with the ability to convey financial data in a clear and straightforward manner.

Key Responsibilities

  • Deliver monthly and quarterly financial reporting packages to stakeholders, encompassing P&L variance analysis comparing actuals to budget and previous year, along with detailed summaries of monthly activities and insights for management.
  • Collaborate with operational teams on specialized projects and provide decision-making support.
  • Assist in the company's budgeting and forecasting initiatives.
  • Exhibit financial expertise and analytical skills when evaluating variance analyses or interpreting data results.
  • Conduct root cause analysis to identify fundamental issues through data examination.

Qualifications

  • Bachelor's degree in finance, accounting, or a related discipline is preferred (equivalent professional experience may be accepted).
  • A minimum of 5 years of experience in financial planning, analysis, and modeling.
  • Proficient in advanced Excel functionalities.
  • Capable of articulating financial concepts to individuals without a financial background.
  • Adept at managing multiple tasks and adapting to changes in a dynamic, growing environment.
  • Experience with facility and/or surgical center billing is advantageous.
  • Familiarity with Business Planning Tools (e.g., Adaptive Insights, Hyperion Essbase) is preferred.


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