Financial Analyst
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Job Description
Financial Analyst at Private Health Management responsible for enhancing financial reporting rigor and forecasting capabilities. Establishing reporting cadence and maximizing use of FP&A platform.
Responsibilities:
- Elevate financial reporting rigor, KPI maturity, and forecasting capability
- Establish a consistent reporting cadence across monthly close, forecast cycles, board reporting, and KPI packages
- Maximize use of FP&A platform and improve cross-functional data integration
- Support budgeting, forecasting, and strategic planning activities
- Identify and assist in developing streamlined processes
- Support development and maintenance of revenue, financial reporting, and KPI’s
- Help maintain and deliver leadership-ready board and company KPI reporting packages
- Create, analyze, and maintain meaningful reports to various department stakeholders
- Streamline automation opportunities to reduce manual reporting
- Deliver recurring corporate and individual-level profitability reporting for leadership.
Requirements:
- 2+ years of FP&A experience, including supporting budgeting and forecasting processes
- Demonstrated ownership of month-end reporting workflows with strong checklist rigor and deadline adherence
- Advanced competency in Excel (pivot tables, lookups, formulas)
- Strong financial statement fluency, including accrual accounting and understanding of financial statement relationships
- Strong analytical skills with high attention to detail and the ability to summarize large amounts of data
- Track record of improving automation or reducing manual spreadsheet dependency
- Ability to prioritize under pressure and communicate proactively with cross-functional stakeholders
- Ability to be flexible and adapt quickly to shifting priorities and business needs.
Benefits:
- health/dental/vision benefits
- annual cash incentive program
- 401k with match
- flexible PTO
- PHM for PHM (our services for you and your dependents)
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