Financial Analyst

Lincare Holdings Inc.; Clearwater (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

Lincare Holdings Inc. is seeking a Financial Analyst to support assigned business units with budgeting, forecasting, month-end reporting, and financial analysis.

You will partner with VPs and leadership to deliver timely financial information that informs operational decisions in a medical supply and DME environment. The role entails preparing reports, supporting annual budgeting and forecasting, and conducting variance analysis to identify trends and opportunities in performance.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 1-2 years FP&A, Finance, Accounting, or related analytical background.
• Power BI reporting and dashboard analysis preferred; Oracle ERP preferred.

Responsibilities

• Prepares recurring monthly, quarterly, and annual financial reports for operational and finance leadership.
• Supports annual budgeting, monthly forecasting, and long-range planning for assigned business units.
• Performs variance analysis comparing actual results to budget, forecast, prior year, and management expectations.

Skills

Analytical skills

Attention to detail

Communication skills

Education

Bachelor's degree in Finance/Accounting

Tools

Power BI

Excel

SQL

Power Query

Oracle ERP

Job description

The Financial Analyst is responsible for supporting assigned business units through budgeting, forecasting, month-end reporting, andfinancial analysis.

• Partners with Regional Vice Presidents, Operations Leadership, Corporate Accounting, andFinance Leadership to provide timely and accurate financial information that supports operational and financialdecision-making
• Assists with annual budget development, monthly forecasting, variance analysis, managementreporting, and business performance monitoring within a medical supply and durable medical equipment (DME)environment

JOB FUNCTIONS

• Prepares recurring monthly, quarterly, and annual financial reports for operational and finance leadership
• Supports annual budgeting, monthly forecasting, and long-range planning activities for assigned business units
• Performs variance analysis comparing actual results to budget, forecast, prior year, and managementexpectations
• Analyzes revenue, gross margin, operating expenses, labor costs, and profitability drivers to identify trends,risks, and opportunities
• Partners with Regional Vice Presidents and Operations Leadership to understand business performance andsupport decision-making
• Assists in the preparation and distribution of monthly business reviews and management reporting packages
• Maintains planning models, forecast files, databases, and reporting tools utilized by the FP&A department
• Supports month-end financial review processes and collaborates with Corporate Accounting to ensure reportingaccuracy and consistency
• Monitors key financial and operational performance indicators and communicates significant changes to FP&Aleadership
• Performs ad hoc financial analyses and reporting requests in support of business initiatives and managementdecision-making
• Assists in the preparation of financial presentations and supporting documentation for leadership reviewmeetings
• Develops and maintains an understanding of operational and financial drivers impacting business unitperformance

Qualifications.

Education

• Bachelor'sDegreein Finance, Accounting, or related field, Required

Work Experience

• 1-2 years FP&A, Finance, Accounting, Corporate Finance, or related analyticalbackground, Required
• utilizing Power BI for reporting and dashboard analysis, preferred
• ERP systems
  • Oracle, preferred

Knowledge, Skills, and Abilities

• Strong Microsoft Excel, including Pivot Tables, XLOOKUP, INDEX/MATCH, financial formulas,
  and data analysis techniques
• budgeting, forecasting, variance analysis, and financial reporting
• Power Query and SQL, preferred
• Strong analytics and problem-solving
• Strong attention to detail and commitment to data accuracy
• Strong written and verbal communication

EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Lincare is an equal opportunity employer, access and affirmative action employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, creed, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. Lincare provides reasonable accommodations for qualified individuals with disabilities. Because Lincare believes in providing a safe work environment, we conduct drug and background checks in our recruiting/hiring processes. AA/EOE, M/F/Disabled/Veterans