Financial Planning Analyst

JOB SUMMARY:

The Financial Planning Analyst (FP&A) will be an integral part of the Finance team and reports to the Finance Manager. The Financial Analyst will assist with the preparation of internal/external financial reports, Board of Directors materials, monthly in-depth office and department level reports, financial plans and provide ad hoc analysis for the organization. To be successful in the role, the Analysis must have advanced proficiency in Microsoft Excel modeling, financial scenario development and a deep understanding of complex financial concepts.

PRIMARY DUTIES AND RESPONSIBILITIES:

• Assist in annual Financial Planning process, with quarterly reforecasts, periodic updates, and detailed office level plans.

• Assist in reporting various data points to operational department heads, to allow for deeper insight into the performance of their functional area of the business.

• Assist in developing and implementing provider performance reporting that gives better insight into their monthly performance.

• Respond to and generate ad hoc analytics and reports.

• Help drive key insights and analytics.

• Assist in developing finance and business presentations, and related supporting materials.

QUALIFICATIONS:

• Bachelor's degree required, with a concentration in one of the following disciplines: Finance, Economics, Accounting, or Mathematics
• Demonstrated success in financial modeling and analysis.
• Experience with Financial Planning and analysis functions, including annual budget and long-term strategic planning.
• Analyze income statement for variances versus budget and re-forecast.
• Develop, maintain, and distribute ad-hoc reports and financial models as needed.
• Analyze business driving key performance indicators.
• Other duties and special projects may be assigned.
• Must be able to provide proof of eligibility to work in the U.S.

• Solid organization, attention to detail, and communication skills, both written and verbal.
• Able to work with others in a positive team environment.

• Able to follow instructions and provide guidance and instruction to other.