Sr. Analyst, FP&A

Description

GENERAL SUMMARY

The Sr. Analyst, FP&A has a highly visible role that will work closely with all levels of the organization. The.Sr. Analyst, FP&A's primary responsibility is to assist the operations team and practice leadership with pro forma P&L’s, ROIs, and break-even analysis on organic growth opportunities. The Sr. Analyst, FP&A also assists in a variety of financial activities including forecasting, analysis, budgeting, and reporting.

Requirements

ESSENTIAL JOB FUNCTION/COMPETENCIES

Responsibilities include but are not limited to:

• Leads on pro forma P&L’s, ROIs, and break-even analysis on organic growth opportunities.
• Works closely with the operations teams and practice leadership on pro formas.
• Assists in annual budget, financial reporting, and monthly forecasting process.
• Develops financial models and communicates results through clear, concise verbal and written reports.
• Evaluates financial performance by comparing and analyzing actual results with plans and forecasts.
• Drives continuous improvement of financial reporting, budgeting, and modeling processes.
• Identifies ways to improve profitability and propose operational improvements to managers.
• Develops financial models with guidance and influenceS strategies that work to minimize financial risk.
• Maintains confidentiality of financial information and investment decisions.
• Performs other position related duties as assigned.
• Employees shall adhere to high standards of ethical conduct and will comply with and assist in complying with all applicable laws and regulations. This will include and not be limited to following the Solaris Health Code of Conduct and all Solaris Health and Affiliated Practice policies and procedures; maintaining the confidentiality of patients' protected health information in compliance with the Health Insurance Portability and Accountability Act (HIPAA); immediately reporting any suspected concerns and/or violations to a supervisor and/or the Compliance Department; and the timely completion the Annual Compliance Training.

CERTIFICATIONS, LICENSURES OR REGISTRY REQUIREMENTS

• N/A

KNOWLEDGE | SKILLS | ABILITIES

• Advanced Excel skills and functional knowledge of Microsoft Office Suite required.
• Advanced financial modeling skills required.
• Strong analytical and problem-solving skills.
• Strong business partnering skills and collaboration across multiple departments.
• Ability to update reports/dashboards and provide analysis.
• Business Intelligence software (Adaptive, Tableau, etc) preferred.
• Familiarity with large scale ERP or G/L package (Microsoft Dynamics GP) preferred.
• Complies with all health and safety policies of the organization.
• Complies with HIPAA regulations for patient confidentiality.

EDUCATION REQUIREMENTS

• Bachelor’s Degree in Accounting or Finance required.
• Master’s in Finance or Business preferred.

EXPERIENCE REQUIREMENTS

• 4+ years finance experience in Financial Planning, Analysis and Reporting required.
• Healthcare industry experience required.

REQUIRED TRAVEL

• N/A

PHYSICAL DEMANDS

Carrying Weight Frequency

1-25 lbs. Frequent from 34% to 66%

26-50 lbs. Occasionally from 2% to 33%

Pushing/Pulling Frequency

1-25 lbs. Seldom, up to 2%

100 + lbs. Seldom, up to 2%

Lifting - Height, Weight Frequency

Floor to Chest, 1 -25 lbs. Occasional: from 2% to 33%

Floor to Chest, 26-50 lbs. Seldom: up to 2%

Floor to Waist, 1-25 lbs. Occasional: from 2% to 33%

Floor to Waist, 26-50 lbs. Seldom: up to 2%