Financial Analyst

Overview

A healthcare services organization specializing in senior care is seeking a Senior Financial Analyst (Reporting & Analytics) to support financial strategy and operational insights. This role involves preparing and analyzing financial reports, consolidations, and key performance indicators to inform executive decision-making. The position requires collaboration across departments to translate complex financial data into actionable insights and supports organizational growth through analytics, automation, and process improvements.

Responsibilities

• Lead consolidation and validation of financial results across multiple entities.
• Review and prepare monthly financial statements in accordance with U.S. GAAP, highlighting trends, risks, and opportunities.
• Collaborate with Accounting to validate data accuracy and compliance before reporting.
• Prepare and analyze monthly adjusted EBITDA calculations, supporting schedules, and reconciliations to GAAP results.
• Develop net income to adjusted EBITDA bridges and perform period-over-period performance analysis.
• Create leadership and board reporting packages including financial statements, KPIs, variance analysis, and narrative explanations.
• Support lender and private equity reporting requirements such as covenant schedules and compliance certificates.
• Partner with Revenue Cycle teams to analyze revenue streams, contractual adjustments, denials, and bad debts; provide net revenue accruals monthly.
• Assist in timely and accurate financial period closings.
• Participate in budgeting, forecasting, and rolling financial outlooks to support strategic planning.
• Maintain and update a 13-week cash flow forecast with variance analysis and working capital explanations.
• Prepare monthly cash flow waterfalls detailing debt service, distributions, and non-recurring items.
• Drive reporting efficiency improvements through standardized templates, automation, and documentation.
• Utilize tools like QuickBooks Online and LiveFlow to automate data extraction, consolidation, and reporting.
• Participate in special projects, system implementations, or reporting initiatives as needed.

Requirements

• Bachelor’s degree in accounting, finance, or related field.
• Minimum of five years of experience in financial planning and analysis, reporting, or similar analytical roles.
• Strong understanding of U.S. GAAP and financial statement preparation.
• Advanced proficiency in Excel.
• Familiarity with reporting systems or automation tools such as QuickBooks Online, LiveFlow, Fathom, or similar platforms.
• Excellent communication skills to articulate financial performance and forecasts to technical and non-technical audiences.

Preferred Qualifications

• Experience in a private equity-backed healthcare environment.
• Proven track record of process improvement and automation initiatives.

Compensation & Benefits

• Competitive yearly salary.
• Comprehensive benefits package including medical, dental, and vision insurance.
• Life insurance, short-term and long-term disability coverage.
• 401(k) retirement plan with up to a 3% company match.
• Paid time off (PTO), holidays, and flexible work arrangements where possible.

Location

Information about the work location or remote options was not specified.