Financial Analyst

AdaptHealth, LLC; Conshohocken (Montgomery County); On-site; USD 68,000 - 92,000; Full time

Job summary

AdaptHealth, LLC is seeking a Financial Analyst to support the Director of FP&A in budgeting, monthly forecasts, and strategic planning. You will partner with department managers to monitor the budget and analyze results, delivering timely reports and insights to drive operating performance.

In this role, you will build financial models, conduct variance analysis, and provide senior leaders with clear, actionable information. Experience in corporate finance and healthcare/HME is valued.

Qualifications

• Bachelor's degree in Accounting/Finance or related field required; MBA preferred.
• Minimum 2 years of corporate finance experience; healthcare/HME experience preferred.
• Experience in Medicare-certified HME environment is a plus.

Responsibilities

• Analyze business and financial data to support decision making.
• Create financial models to support budgeting, forecasting, and reporting.
• Develop financial plans and reports for organizational leaders.
• Analyze industry trends and make recommendations based on insights.
• Evaluate capital expenditures and depreciation.
• Support monthly close, forecast, and annual operating plan activities.
• Provide management reporting with margin analysis and variances.
• Collaborate with departments as finance liaison.
• Assist in system enhancements and ad hoc analyses.
• Compile and distribute reports on data utilization and adoption.

Skills

Decision making

Financial modeling

Executive presentation

Analytical reasoning

Project management

Verbal & written communication

Excel

Microsoft Office

Data analysis

Education

Bachelor's degree in Accounting/Finance or related field

MBA preferred

Tools

Excel

Microsoft Office

Job description

AdaptHealth Opportunity – Apply Today!

At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives – out of the hospital and in their homes. We are actively recruiting in your area. If you are passionate about making a profound impact on the quality of patients’ lives,

Financial Analyst

The primary responsibilities of the Financial Analyst are to support the Director, Financial Planning & Analysis in the development and implementation of the annual budget, the monthly forecasts, the strategic plan, and the analysis & reporting of monthly operating results. Works closely with department managers to monitor the budget and analyze monthly results. In addition, will provide analytical support to business partners to help drive the company’s operating performance.

Job Duties:

• Analyses business and financial data.
• Creates financial models bases on analyses to support organizational decision making.
• Develops financial plans and reports for organizational leaders.
• Analyzes industry trends and makes recommendations based on those trends.
• Evaluates capital expenditures and depreciation.
• Analyze processes targeted by senior management and identify opportunities for improvement.
• Support monthly closing, forecast, reporting, and analysis, the annual operating plan, and the strategic plan processes. Provide variance analysis and determine cause of change. Scope includes the P&L, balance sheet, and cash flow statements.
• Provide meaningful, accurate, insightful, and timely management reporting in an understandable format. Includes margin analysis and analysis of cost center spending/variances for assigned business units and supporting teams.
• Serve as liaison between finance and AdaptHealth departments for finance related issues. Able to provide expert procedural advice and solutions.
• Assist in driving enhancements in financial reporting and analysis, policies, and procedures along with documentation, as well as systems transitions/requirements.
• Provide ad hoc analytical support and perform special projects as needed.
• Compile and distribute reports on application utilization and adoption.
• Analyze large amounts of data and develop reports to clearly communicate results to leadership

Competency, Skills and Abilities:

• Strong decision-making skills
• Strong financial modeling capabilities.
• Demonstrated competence in presenting complex financial information at the executive and board of director level.
• Strong analytical and problem-solving skills with attention to detail
• Ability to prioritize and manage multiple projects
• Mental alertness and the ability to properly treat confidential information.
• Strong verbal and written communication
• Expert level of Excel skills including but not limited to pivot tables and advanced formulas
• Proficient computer skills and knowledge of Microsoft Office
• Solid ability to learn new technologies and possess the technical aptitude required to understand flow of data through systems as well as system interaction

Requirements

Minimum Job Qualifications:

• Bachelor’s degree in Accounting/Finance, business, or health care related field required; MBA preferred.
• Two (2) years’ experience in corporate finance regardless of industry or finance experience in health care, HME is required.
• Exact job experience is considered any of the above tasks in a Medicare certified HME environment that routinely bills insurance.

AdaptHealth is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, genetic information, or any other status protected by applicable law. This policy applies to all terms, conditions, and privileges of employment, including recruitment, hiring, placement, compensation, promotion, discipline, and termination.