Financial Analyst

Overview

A fast-growing, multi-entity healthcare services organization is seeking a Senior Financial Analyst (Reporting & Analytics) to support financial reporting, consolidation, and performance analysis. This role combines a strong accounting foundation with analytical skills to provide clear, actionable insights for senior leadership, private equity sponsors, and lenders.

Responsibilities

• Lead consolidation and validation of financial results across multiple entities.
• Review and report monthly financial statements in accordance with U.S. GAAP, identifying trends, risks, and opportunities.
• Collaborate with Accounting to validate underlying data prior to reporting.
• Prepare monthly adjusted EBITDA calculations and supporting addback schedules.
• Reconcile adjusted EBITDA to GAAP results and maintain consistent documentation.
• Prepare net income to adjusted EBITDA bridges and period-over-period analyses.
• Develop leadership and board-level reporting packages, including financial statements, KPIs, variance analysis, and narrative commentary.
• Support lender and private equity reporting, including covenant schedules, compliance certificates, and recurring deliverables.
• Partner with Revenue Cycle to analyze revenue, contractual adjustments, denials, bad debt, and provide net revenue accruals to Accounting monthly.
• Support timely and accurate close for assigned accounts.
• Assist with budgeting, forecasting, and rolling outlooks.
• Prepare and maintain a 13-week cash flow forecast and variance analysis.
• Prepare monthly cash flow waterfall reports explaining working capital movements, debt service, distributions, and nonrecurring items.
• Improve reporting efficiency through standardized templates, automation, and documentation.
• Utilize QuickBooks Online and LiveFlow (or similar tools) to automate data pulls, consolidation, and management reporting packages.
• Participate in special projects and reporting initiatives as needed.

Requirements

• Bachelor's degree in accounting or finance.
• Minimum of 5 years experience in FP&A, reporting, analytics, or a blended accounting/analysis role.
• Strong understanding of U.S. GAAP and financial statements.
• Advanced Excel skills and comfort with reporting systems.
• Ability to clearly communicate financial performance and forward-looking impacts.

Preferred Qualifications

• Experience in a private equity-backed healthcare services or sponsor-backed environment.
• Ability to prepare executive and board-level reporting.
• Working knowledge of adjusted EBITDA and private equity reporting conventions.
• Familiarity with LiveFlow, Fathom, or similar financial reporting tools.
• Proven contributions to improving reporting processes, models, or automation.

Compensation & Benefits

• Annual salary range: $95,000 - $110,000.
• Medical, dental, vision, life insurance, short-term disability, long-term disability, and ancillary benefits (for full-time employees).
• 401(k) plan with up to 3% company match.
• Paid time off and holidays.

Location

This position is within a healthcare services organization operating multiple entities; specific location details are not provided.