Financial Analyst

Vision Innovation Partners Support Center; Annapolis (MD); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Excellent comprehensive benefits

401(K)

Eye care discounts

Continuing education allowances

Career growth and development

PTO and holidays off

Job summary

Vision Innovation Partners seeks a Financial Analyst to create and enhance financial/opera- tional reports, support budgeting/forecasting, and ensure timely, accurate financial analysis. The role partners with leaders across the company to provide actionable insights and improve reporting through automation and visualization.

The ideal candidate has 2–3 years in finance/FP&A, strong Excel skills, and a desire to automate processes.

Qualifications

• 2-3 years of experience in financial analysis, FP&A, accounting, or a related finance role is preferred.
• Demonstrate a high-energy level, a sense of urgency, responsiveness and client-service approach.
• Advanced proficiency in Microsoft Excel with formulas, pivot tables, lookups, and financial modeling.

Responsibilities

• Analyze monthly financial and operational results, including actual-to-budget and period-over-period variance analysis.
• Assist with the annual budgeting process and periodic financial forecasts.
• Maintain financial models to support planning and decision-making.
• Support the thirteen-week cash flow projection process with the accounting team.
• Develop and maintain KPI calculations and reporting for management insights.
• Create recurring and ad hoc financial reports and dashboards for leadership.

Skills

Financial analysis

FP&A

Excel

Pivot tables

Power BI

Data visualization

Financial modeling

Tools

Excel

Power BI

NetSuite

Job description

Overview:
At Vision Innovation Partners, we exist to protect and restore vision. Because Vision is our Mission, everyone at VIP focuses on providing great patient outcomes and experiences. A career at VIP provides opportunities for growth and development, and a culture centered on our Shared Values — PATIENTS.

The Financial Analyst is responsible for creating, and enhancing various financial and operational reports, supporting the budgeting and forecasting processes, and ensuring the integrity, accuracy, and timeliness of financial analysis and reporting. The Financial Analyst will analyze financial and operational performance, identify key trends and business drivers, and develop meaningful reporting to support management decision-making.

The Financial Analyst will develop strong business partnerships with key operational and functional leaders across the company and provide timely, actionable financial insights to support business performance. This position will also assist with initiatives focused on improving people, processes, and technology, including enhancing reporting capabilities, increasing efficiencies, and leveraging data and technology to improve the quality and accessibility of financial information. The ideal candidate will have strong analytical skills, advanced proficiency in Microsoft Excel, and a desire to continuously improve and automate financial reporting processes.Experience with Power BI is a plus.
Responsibilities:

What You Will Do:

To perform this job successfully, an employee must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of this job.

Analyze monthly financial and operational results, including actual-to-budget and period-over-period

variance analysis.

• Assist with the annual budgeting process and periodic financial forecasts.
• Maintain financial models to support business planning and decision-making as needed.
• Maintain and support the thirteen-week cash flow projection process, working closely with the accounting department on key inputs.
• Maintain and update the weekly income statement reforecasting model for known changes and communicate key drivers of performance and deviation from budget to management.
• Analyze reimbursement rates across payors, regions, and legal entities and assist with modeling various reimbursement scenarios.
• Develop a strong understanding of key operational KPI calculations and be able to explain how they are calculated and maintained.
• Create recurring and ad hoc financial and operational reports for management as needed.
• Analyze large datasets to identify trends, opportunities, risks, and key business drivers.
• Partner with operational and functional leaders to understand performance and provide meaningful financial insights.
• Support the development and monitoring of key performance indicators (KPIs).
• Maintain and improve Excel-based reporting models, templates, and analytical tools.
• Assist with management and executive-level reporting and presentations.
• Help improve reporting processes through automation, standardization, and enhanced data visualization.
• Develop and maintain effective business partnerships with key operational and functional leaders through collaboration, responsiveness, proactive communication, transparency, and demonstrated problem-solving

Qualifications:

What You Will Bring:

2-3 years of experience in financial analysis, FP&A, accounting, or a related finance role is preferred.

Demonstrate a high-energy level, a sense of urgency, responsiveness and client-service approach.

• Self-motivated with a willingness to learn and take ownership of assignments.
• Collaborative and can work effectively in a remote setting.
• Advanced proficiency in Microsoft Excel is required, including experience with formulas, pivot tables, lookups, and financial modeling.
• Experience with Power BI, including report development and data visualization, is a plus; familiarity with DAX is a plus.
• Hands-on experience with NetSuite or similar enterprise systems is a plus.
• Experience in multi-site / multi-state enterprises is preferred. Healthcare experience is a plus.

What We Offer:

• Competitive compensation package
• Excellent comprehensive benefits
• 401(K)
• Significant eye care discounts
• Continuing education allowances
• Career growth and development
• PTO and holidays off

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.