Financial Analyst - Transformation - Hybrid

Surgery Partners Brand; Brentwood (TN); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Life insurance

PTO

401(k) with company match

HSA employer contribution

Job summary

Surgery Partners Brand is seeking a Transformation Finance Analyst to support cost and performance initiatives at our Brentwood, TN corporate office. This hybrid role requires on-site work Monday through Wednesday.

You will create pro forma business cases, track spending and savings, develop financial models and tools, and provide leadership with decision-support analyses to optimize short- and long-term financial performance across the organization.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Minimum 2 years of accounting or finance experience.
• Experience in financial analysis and financial modeling.
• Healthcare/hospital experience preferred.
• CPA or CFA desirable.

Responsibilities

• Create and model pro forma business cases for transformation projects.
• Track spending and savings associated with transformation projects.
• Develop financial models and analytical tools to support transformation initiatives.
• Prepare analyses supporting transformation projects, with an emphasis on providing decision support to leadership to optimize short- and long-term business and financial performance.
• Support Transformation team inputs for the Surgery Partners financial forecasting and budgeting process.
• Perform ad hoc data analyses in support of transformation initiatives as directed by the VP of Transformation.
• Collaborate across various company functions, including Operations, Development, Corporate Finance, Accounting, Treasury, and others, to align on project performance, project design, monthly results, and identified risks and opportunities.

Skills

Advanced Excel

Financial analysis

Analytical skills

Communication

Education

Bachelor's Degree in Accounting, Finance, or related field

Tools

Monte Carlo

Job description

This is a hybrid position based at our beautiful corporate office located in Brentwood, TN, with on-site work required Monday through Wednesday.

• Create and model pro forma business cases for transformation projects.
• Track spending and savings associated with transformation projects.
• Develop financial models and analytical tools to support transformation initiatives.
• Prepare analyses supporting transformation projects, with an emphasis on providing decision support to leadership to optimize short- and long-term business and financial performance.
• Support Transformation team inputs for the Surgery Partners financial forecasting and budgeting process.
• Perform ad hoc data analyses in support of transformation initiatives as directed by the VP of Transformation.
• Collaborate across various company functions, including Operations, Development, Corporate Finance, Accounting, Treasury, and others, to align on project performance, project design, monthly results, and identified risks and opportunities.

Qualifications

EDUCATION

• Bachelor's Degree in Accounting, Finance, or related field.

EXPERIENCE

• Minimum of 2 years related experience of relevant accounting or finance experience.
• Experience in financial analysis and financial modeling.
• Healthcare/Hospital experience preferred.
• Experience in developing financial systems and procedures.
• Proficiency in Monte Carlo and/or related variable input analysis desirable.
• Experience in a multi-location environment.
• Experience in partnership accounting desirable.

LICENSE(S)/CERTIFICATION(S)

• Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) desireable.

KNOWLEDGE/SKILLS/ABILITIES

• Extensive knowledge of financial/accounting principles and procedures.
• Excellent analytical skills required; advanced Excel skills.
• Exceptional financial competence, strong business acumen, robust organizational skills.
• Knowledge of financial analysis tools and techniques, and exceptional communication abilities.
• Ability to balance the demands of a rapidly growing, complex environment.

CORE COMPETENCIES

• Financial analysis.
• Data analysis and interpretation.
• Business acumen.
• Communication.
• Organizational skills.

Competencies

Agility

• Resourcefulness: Adapts quickly to changing circumstances; cleverly navigates obstacles and constraints.
• Manages Uncertainty: Comfortable when things are in flux; readily shifts approach or behavior to fit changing circumstances.

Bias to Action

• Action Oriented: Propensity to act or decide and move forward with a logical approach; can decide and act without having the total picture.
• Delivering Results: Strives for high levels of achievement; maintains a clear and steady focus on meeting goals, despite obstacles; is resilient when encountering setbacks.

Customer Focus

• Identifying with Customers: Understanding who the external and internal customers are and what they value.

Managing Complexity

• Essence: Extracts the core meaning out of complex situations; can separate the important from the noise when problem solving; hunts for the root cause of successes and failures.

Manages Conflict

• Can hammer out tough agreements and settle disputes equitably.
• Stays positive, constructive, and respectful, even in disagreements or conflicts.

Benefits:

• Comprehensive health, dental, and vision insurance
• Health Savings Account with an employer contribution
• Life Insurance
• PTO
• 401(k) retirement plan with a company match
• And more!

ENVIRONMENTAL/WORKING CONDITIONS: Normal busy office environment with much telephone work. Possible long hours as needed. The description is intended to provide only basic guidelines for meeting job requirements. Responsibilities, knowledge, skills, abilities and working conditions may change as needs evolve.