Financial Analyst

Overview

This role supports planning, forecasting, budgeting, and financial reporting to enable timely, informed decision-making. Responsibilities include consolidating key planning and reporting processes, analyzing variances, partnering with business leaders, and improving models, processes, and automation to help the business scale.

Responsibilities

• Consolidate and support planning and reporting processes, including:
  • Monthly forecasts
  • Annual budgets
  • Multi-year outlooks
• Communicate with senior management regarding risks, opportunities, and drivers of forecast variances
• Provide business insights that support timely and informed decision-making
• Partner with business leaders to assess business performance, trends, and strategic trade-offs
• Develop and maintain budget vs. actual and forecast vs. actual reporting that is timely and supports key decision-makers
• Collaborate with accounting during the monthly close to ensure accurate financials and provide detailed variance analyses
• Drive process improvement activities, including evaluating new store openings and new concepts
• Support quarterly financial reporting in conjunction with board and investor requirements
• Create and analyze financial reporting and KPIs as requested
• Structure, build, and maintain financial and decision-making models to develop meaningful insights and actionable recommendations
• Identify and drive cross-functional initiatives to improve processes, systems, and automation to help the business scale

Requirements

• Bachelor’s degree in Finance, Economics, Mathematics, or a related field, or equivalent practical experience with a minimum of 2–5 years of experience
• Advanced Excel and PowerPoint skills required
• Tableau/Power BI/Other Business Intelligence tool skills a plus
• SQL knowledge a plus

Preferred Qualifications

• Detail-oriented with the ability to produce work with a high degree of accuracy
• Superb analytical/quantitative and communication skills
• Ownership mentality with demonstrated ability to independently drive projects to completion, with high attention to detail
• Demonstrated problem-solving ability using statistical analysis or large data sets
• Thoughtful collaborator and strong listener who focuses on understanding business challenges, building strong relationships, and driving outcomes
• Excellent communication skills, translating complex analysis into clear, actionable summaries or recommendations
• Comfortable in ambiguity; adaptable and able to create clarity and focus in a dynamic environment
• Ability to meet strict deadlines and work under pressure
• Builder mentality: identifies problems quickly and is eager to build solutions from scratch

Compensation & Benefits

• Details not provided in the source posting.

Location

• Location not specified in the source posting.

Compliance & Confidentiality Expectations

• Demonstrate integrity and ethics in day-to-day tasks and decision-making.
• Support the compliance program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA, and other applicable laws.
• Become familiar with the Code of Ethics, attend required training, notify management or the helpline when there is a compliance concern or incident, handle patient information in a HIPAA-compliant manner, and maintain demonstrable awareness of confidentiality obligations.

Equal Employment Opportunity

The employer is an Equal Opportunity Employer and employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations.