Interim Financial Analyst
4 days ago
Warbird Healthcare Advisors actively seeks qualified candidates for an interim opportunity with a healthcare client in the Southeast.
The FP&A Analyst is responsible to provide comprehensive analysis and business financial modeling for current operations, annual budgeting cycles, and forecasting/planning for future projects. This position streamlines reporting for Executive leadership and partners with Operations to help support efficiency, information relay, and additional company needs.
Location - Southeast
PRINCIPLE DUTIES AND JOB RESPONSIBILITIES:
- Fosters a positive and successful working environment, creating partnership with team members, leadership, and providers.
- Prepares and analyze financial reports, forecasts, and budgets.
- Supports the development of strategic plans by providing financial insights and recommendations.
- Performs variance analysis to identify trends, risks, and opportunities.
- Collaborates with cross-functional teams to gather financial data and ensure accuracy in reporting.
- Develops financial models to support decision-making processes.
- Conducts regular financial performance reviews and present findings to senior management.
- Assists in the preparation of monthly, quarterly, and annual financial statements.
- Monitors key performance indicators (KPIs) and provide actionable insights.
- Evaluates business cases for new projects and investments, assessing potential financial impact.
- Ensures compliance with financial regulations and company policies.
- Continuously seeks to improve financial processes and tools for efficiency and effectiveness.
- Supports ad-hoc financial analysis and special projects as needed.
KNOWLEDGE AND SKILLS REQUIRED:
- Technical Proficiency: Advanced skills in Microsoft Excel and financial systems (ERP systems, BI tools), along with knowledge of SQL or other coding.
- Analytical & Problem-Solving Skills: Strong ability to analyze complex data, identify patterns, and develop actionable insights to address financial and operational challenges.
- Communication & Collaboration: Excellent written and verbal communication skills to effectively convey financial information and work cross-functionally.
- Attention to Detail & Accuracy: Ensuring the reliability and integrity of financial data, models, and reports.
- Business Acumen & Strategic Thinking: Understanding the organization's business models, industry trends, and contributing to long-term financial strategies.
- Ability to maintain confidentiality when dealing with sensitive information.
KNOWLEDGE AND SKILLS PREFERRED:
- Knowledge of revenue cycle management system/practice management system, MedEvolve.
- Knowledge of accounting software system, NetSuite.
- Working knowledge of GAAP accounting, financial statements, and cash flow
EDUCATION AND EXPERIENCE REQUIRED:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Minimum of three (3) years' of experience in financial planning, analysis, or a related role
EDUCATION & EXPERIENCE PREFERRED:
- Minimum of two (2) years FP&A experience in Private Equity (Healthcare industry a plus)
LICENSURE, CERTIFICATION OR REGISTRATION PREFERRED:
Certified Public Account, CPA
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