Job Summary:
To provide first-class analysis and business / financial modeling for current operations, annual budgeting cycles, forecasting / planning for future projects, and possible M&A activity. This position streamlines reporting for Executive leadership and will become a partner with Operations to help support efficiency, information relay, and additional company needs.
Key Job Responsibilities:
· Integrates complex information and concepts and organizes analysis efforts into a systematic framework; verifies logic of others and challenges ideas, assumptions, and conclusions.
· Assist with the modeling for forecasting initiatives including annual budgets, quarterly forecasts, and revenue modeling along with appropriate analytics and sensitivities
· Identify and drive process improvements, including the creation of reports, tools and dashboards. Increase productivity by automating where applicable.
· Create power point presentations to Executive leadership
· Perform other duties as requested or required by business conditions
EDUCATION AND EXPERIENCE:
· Bachelor’s degree required; preferable in Finance, Economics or Accounting
· 2+ years FP&A experience in Corporate Finance, Banking or Private Equity (Healthcare industry a plus)
Essential Skills and Abilities:
- Working knowledge of GAAP accounting, financial statements, and cash flow
- Ability to work independently; strong problem solver; can exercise judgement
- Strong fluency with Excel formulas & functions; high proficiency in modeling techniques
- Well-practiced with the full Office suite (Word, PowerPoint, etc.)
- Must have high attention to detail and accuracy
- Strong communication skills (written and verbal)