Financial Planning and Budgeting Analyst
Overview
The Financial Planning & Budget Analyst will be a key member of the finance team, responsible for supporting the CFO with detailed analysis of business opportunities, business performance, and budget development & analysis. This role will involve working closely with various departments to gather and analyze data, provide insights, and support strategic decision-making processes. The ideal candidate will have strong analytical skills, attention to detail, and a solid understanding of the healthcare industry, particularly in medical services and ancillary health insurance.
Responsibilities
Conduct thorough financial analysis of potential business opportunities. Evaluate the financial impact of new projects, partnerships, and services. Prepare detailed reports and presentations for senior management. Support the monitoring and analysis of key performance indicators (KPIs) for various business units. Identify trends, variances, and areas for improvement. Provide actionable insights to improve financial performance. Assist in the preparation and coordination of the annual budget. Analyze budget variances and provide explanations and recommendations. Develop and maintain financial models to support budgeting and forecasting. Support the preparation and presentation of financial reports to the CFO and senior management. Ensure accuracy and completeness of financial data. Support the monthly and quarterly financial closing processes. Collaborate with various departments to gather and analyze financial data. Support strategic planning initiatives by providing financial insights and recommendations. Assist in the development and implementation of financial policies and procedures. Perform ad hoc financial analysis as requested by the CFO or other senior management. Support special projects and initiatives as needed. Actively supports and complies with all components of the compliance program, including, but not limited to, completion of training and reporting of suspected violations of law and Company policy. Maintains confidentiality of all information; abides with HIPAA and PHI guidelines at all times. To work remotely, it is expected you will have a reliable, nonpublic high-speed internet connection with sufficient bandwidth to participate in all work-related activities. Any interruptions in service should be immediately reported to your manager. Reacts positively to change and performs other duties as assigned.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field. Minimum of 3-5 years of experience in financial analysis, preferably within the healthcare industry. Strong analytical and problem-solving skills. Proficiency in financial modeling and data analysis tools (e.g., Excel, SQL). Experience with financial reporting systems and software (e.g., SAP, Oracle). Excellent interpersonal, oral, and written communication skills. Ability to work independently and with other team members. Strong attention to detail and organizational skills. Knowledge of healthcare services and ancillary health insurance is a plus Excellent customer service skills. Anticipate needs in a proactive manner to increase satisfaction. Take ownership of job responsibilities by initiating prompt and appropriate follow up and/or action to problems. We will only employ those who are legally authorized to work in the United States. Any offer of employment is conditional upon the successful completion of a background investigation and drug screen.