Financial Analyst

Overview

A healthcare services organization specializing in senior care is seeking a Senior Financial Analyst with expertise in Reporting & Analytics. This role involves delivering comprehensive financial reporting, consolidation, and performance analysis to support strategic decision-making at the executive level within a private-equity-backed healthcare environment.

Responsibilities

• Lead consolidation and validation of financial results across multiple entities, ensuring accuracy and consistency.
• Review and prepare monthly financial statements in accordance with U.S. GAAP, highlighting key trends, risks, and opportunities.
• Collaborate with Accounting to validate underlying data prior to reporting and ensure regulatory compliance.
• Develop and maintain monthly adjusted EBITDA calculations, including add-back schedules, and reconcile to GAAP results with documentation.
• Create net income-to-adjusted EBITDA bridges and conduct period-over-period variance analyses to identify financial performance drivers.
• Prepare comprehensive reporting packages for leadership and the board, including financial statements, KPIs, variance analysis, and narrative explanations.
• Support lender and private equity reporting requirements such as covenant schedules, compliance certificates, and recurring deliverables.
• Partner with the Revenue Cycle team to analyze revenue streams, contractual adjustments, denials, and bad debts, providing net revenue accruals monthly.
• Assist in timely and accurate financial period closings and support budgeting, forecasting, and rolling outlook processes.
• Maintain and update a 13-week cash flow forecast, analyzing working capital movements, debt service obligations, and non-recurring items.
• Enhance reporting efficiency by developing standardized templates, automating processes, and documenting procedures.
• Utilize tools such as QuickBooks Online and LiveFlow to automate data extraction, consolidation, and management reporting.
• Participate in special projects aimed at improving financial analysis, reporting accuracy, and process automation.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum of 5 years of experience in FP&A, financial reporting, analytics, or combined accounting and analysis roles.
• Strong understanding of U.S. GAAP and financial statement preparation.
• Proficiency in advanced Excel functions and reporting systems.
• Excellent communication skills with the ability to clearly articulate financial performance and insights.

Preferred Qualifications

• Experience in private equity-backed healthcare or similar environments.
• Knowledge of adjusted EBITDA, covenant reporting, and private equity reporting conventions.
• Familiarity with financial automation tools such as LiveFlow, Fathom, or similar platforms.

Compensation & Benefits

• Comprehensive benefits package including medical, dental, vision, life insurance, and short-term and long-term disability coverage.
• Ancillary benefits to enhance overall compensation.
• Eligibility to participate in a 401(k) plan with up to a 3% company match.
• Paid time off (PTO) and holidays.
• Support for work-life balance and professional development.

Location

Information about the job location is not specified in the description provided.