OVERVIEW:
The Senior Financial Analyst will be reporting to our Director of FP&A and is responsible for the FP&A function that will drive the company’s business performance by providing high-quality decision support to the executive team.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
· Drives proactive ad-hoc financial analysis by identifying what information is needed, where the data can be found, and how it should be compiled, analyzed & presented.
· Drives visibility, reporting, and execution for revenue recognition and provider productivity.
· Owns the set-up, creation, and execution of strategic planning, budgeting, and subsequent intra-year forecasting of processes and tools.
· Partners with Senior/Executive Leadership to identify best practices for expense tracking and what metrics should be measured; instills focus on forecast accuracy and financial discipline.
· Creates and maintains KPIs on business operations and trends, proactively identifying and analyzing issues and opportunities, and making data-based recommendations.
· Develop an understanding of expected revenue growth to ensure appropriate drivers are incorporated into the expense forecasting process.
· Works on a variety of special projects that may include M&A, financings, new business initiatives, etc.
· Assists in the preparation of financial materials for Senior/Executive Leadership meetings.
· Evaluate acquisitions and de novo activity for comparison to proformas.
· Drives process enhancements and improvements in financial planning.
SUPERVISORY RESPONSIBILITIES:
· No direct supervisory responsibilities.
EDUCATION, EXPERIENCE, and TRAINING:
· Bachelor’s degree in Finance, Economics, or Accounting required; CPA a plus but not required
· MBA preferred.
· Minimum of 3 years of progressive work experience in the area of financial analysis
· Accounting or corporate finance experience preferred.
· Demonstrated ability to own and streamline processes, and exceptional attention to detail.
· Excellent analytical and problem-solving skills, high level of initiative and critical thinking
· Strong interpersonal, presentation, and organizational skills
· Define problems, collect data, establish facts, and draw conclusions.
· Advanced skills in Microsoft Excel (pivot tables, lookup, and logical functions) and Microsoft PowerPoint
· Positive outlook and commitment to team success
CERTIFICATES, LICENSES, REGISTRATIONS:
· None.
PHYSICAL DEMANDS:
The physical demands here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
· Ability to use hands and fingers, to talk or hear.
· Ability to sit, stand, walk, and reach continually.
Ability to climb or balance, stoop, kneel, or crouch frequently.
· Ability to frequently lift and carry up to 20 pounds and occasionally lift and carry up to 50 pounds.
· Close vision is required to see the computer monitor and read documents.
· Work environment is indoors and climate controlled.
Occasionally exposed to outdoor weather conditions
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
· Dallas, DWF
Note: Blended Health is proud to be an equal-opportunity workplace and is an affirmative-action employer.
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status.
Nothing in this job specification restricts management’s right to assign or reassign duties and responsibilities as necessary.
Critical features of this job are described under various headings above.
They may be subject to change at any time due to reasonable accommodation or other reasons.
The above statements are strictly intended to describe the general nature and level of the work being performed.
They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position.
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