Financial Analyst

Jobot; Southlake (TX); Hybrid; USD 95,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K profit sharing

Paid time off

Paid holidays

Additional optional benefits

Job summary

Jobot in Ft. Worth is seeking a Financial Analyst to provide financial insights, support strategic decision-making, and drive operational efficiency.

You will handle financial modeling, forecasting, annual budgeting, and cost management while reporting to the Director of Finance. The role emphasizes collaboration with cross-functional teams, use of Workday Adaptive, and presenting complex data clearly to executives.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• Minimum 5 years of experience in financial analysis, healthcare preferred.
• Experience with financial modeling, forecasting and budgeting; CFA/CPA/MBA a plus.

Responsibilities

• Develop, maintain, and improve financial models to support initiatives and investments.
• Utilize Workday Adaptive to prepare and analyze financial reports, identify trends and risks.
• Lead the annual budgeting process with timelines, guidelines, and presentations.
• Provide accurate forecasting of revenues and expenses for strategic planning.
• Track and analyze operational costs for cost savings and efficiency gains.
• Present complex financial information clearly to non-financial stakeholders.
• Partner with cross-functional teams to drive business performance.

Skills

Financial modeling

Forecasting

Budgeting

Cross-functional collaboration

Cost management

Analytical thinking

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Master's degree or CFA/CPA (plus)

Tools

Workday Adaptive

Job description

Financial Analyst Needed in Ft. Worth // Rapidly Growing Healthcare Company // Advancement Opportunities // Hybrid

Salary: $95,000 - $110,000 per year

A bit about us: A network of best-in-class physicians who have joined together to provide superior clinical outcomes for our patients

Why join us: The people are the best in the industry, and that results in a great working environment.

• Medical insurance
• Dental insurance
• Vision insurance
• 401K profit sharing
• Paid time off
• Paid holidays
• Additional optional benefits

Job Details

We are seeking a Financial Analyst to join our growing team. The successful candidate will play a crucial role in providing financial insights to support strategic decision-making, driving operational efficiency, and achieving business objectives. The Financial Analyst will report directly to the Director of Finance and will be responsible for financial modeling, forecasting, annual budgeting, and managing operational costs.

Responsibilities:

• Develop, maintain, and improve financial models to support strategic initiatives, business operations, and investment decisions.
• Utilize Workday Adaptive to prepare and analyze financial reports, identifying trends, variances, risks, and opportunities
• Lead the annual budgeting process, including setting timelines, developing guidelines, coordinating with various departments, and preparing budget presentations
• Provide accurate forecasting of revenues and expenses to inform business leaders and support strategic planning
• Track and analyze operational costs, identifying opportunities for cost savings and efficiency improvements
• Present complex financial information and concepts in a clear and concise manner to non-financial stakeholders
• Partner with cross-functional teams to provide financial insights and recommendations to drive business performance

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field. A Master's degree or professional certification (such as CFA or CPA) is a plus
• A minimum of 5 years of experience in financial analysis, preferably in the Healthcare industry
• Proven expertise in financial modeling, forecasting, and budgeting
• Hands-on experience with Workday Adaptive or similar financial planning software
• Strong understanding of operational cost management

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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