Financial Planning and Budgeting Analyst

Overview

The Financial Planning & Budget Analyst will be a key member of the finance team, responsible for supporting the CFO with detailed analysis of business opportunities, business performance, and budget development & analysis. This role will involve working closely with various departments to gather and analyze data, provide insights, and support strategic decision-making processes. The ideal candidate will have strong analytical skills, attention to detail, and a solid understanding of the healthcare industry, particularly in medical services and ancillary health insurance.

Responsibilities

• Conduct thorough financial analysis of potential business opportunities.
• Evaluate the financial impact of new projects, partnerships, and services.
• Prepare detailed reports and presentations for senior management.
• Support the monitoring and analysis of key performance indicators (KPIs) for various business units.
• Identify trends, variances, and areas for improvement.
• Provide actionable insights to improve financial performance.
• Assist in the preparation and coordination of the annual budget.
• Analyze budget variances and provide explanations and recommendations.
• Develop and maintain financial models to support budgeting and forecasting.
• Support the preparation and presentation of financial reports to the CFO and senior management.
• Ensure accuracy and completeness of financial data.
• Support the monthly and quarterly financial closing processes.
• Collaborate with various departments to gather and analyze financial data.
• Support strategic planning initiatives by providing financial insights and recommendations.
• Assist in the development and implementation of financial policies and procedures.
• Perform ad hoc financial analysis as requested by the CFO or other senior management.
• Support special projects and initiatives as needed.
• Actively supports and complies with all components of the compliance program, including, but not limited to, completion of training and reporting of suspected violations of law and Company policy.
• Maintains confidentiality of all information; abides with HIPAA and PHI guidelines at all times.
• To work remotely, it is expected you will have a reliable, nonpublic high-speed internet connection with sufficient bandwidth to participate in all work-related activities. Any interruptions in service should be immediately reported to your manager.  
• Reacts positively to change and performs other duties as assigned.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Minimum of 3-5 years of experience in financial analysis, preferably within the healthcare industry.
• Strong analytical and problem-solving skills.
• Proficiency in financial modeling and data analysis tools (e.g., Excel, SQL).
• Experience with financial reporting systems and software (e.g., SAP, Oracle).
• Excellent interpersonal, oral, and written communication skills.
• Ability to work independently and with other team members.
• Strong attention to detail and organizational skills.
• Knowledge of healthcare services and ancillary health insurance is a plus
• Excellent customer service skills.
• Anticipate needs in a proactive manner to increase satisfaction.
• Take ownership of job responsibilities by initiating prompt and appropriate follow up and/or action to problems.

We will only employ those who are legally authorized to work in the United States. Any offer of employment is conditional upon the successful completion of a background investigation and drug screen.