Forecasting & Financial Reporting Assistant

Blackstone Medical Services; Tampa (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

A healthcare services company in Tampa, FL is seeking a Financial Analyst Assistant responsible for supporting budgeting, forecasting, and financial processes. The ideal candidate will have a bachelor's degree in Finance, Accounting, or related field, alongside strong Excel skills and an analytical mindset. You will also translate complex data into insights for leadership, ensuring data integrity and supporting various financial initiatives. This full-time position is on-site and offers competitive benefits.

Qualifications

• Basic understanding of financial principles and accounting practices.
• High attention to detail and accuracy.
• Good organizational and time management abilities.

Responsibilities

• Support monthly forecasting, annual budgeting, and financial planning processes.
• Develop and maintain project forecasting models.
• Translate complex data outputs into clear business insights.

Skills

Microsoft Excel (formulas, pivot tables, data analysis)

Strong analytical and problem-solving skills

Effective written and verbal communication skills

Education

Bachelor’s degree in Finance, Accounting, Economics, or a related field

Tools

PowerPoint

Power BI

SQL

Job description

Job Title:Financial Analyst Assistant
Status:Exempt- Full-Time (On-site)

Location: Tampa, FL

Company Overview

Blackstone Medical Services is dedicated to providing exceptional at-home sleep testing for sleep apnea. We focus on supporting healthcare providers with the necessary resources to ensure high-quality patient care. Our commitment to excellence drives our operations and fosters a positive work environment.

Key Responsibilities:

• Support monthly forecasting, annual budgeting, and financial planning processes across departments
  
  
  
  • Experience with Excel, PowerPoint, Power BI, and SQL queries
  
  
  • Preferred bachelor’s degree with finance, accounting, economics, or a related field
  
  


• Develop and maintain project forecasting models to support strategic decision-making and scenario analysis
  
  
  
  • Identify trends and performance drivers through deep analysis of operational, billing, and financial datasets
  
  


• Support internal and third-party workstreams, including financial, legal, and operational
  
  
  
  • Business background with core understanding of the aforementioned areas and ability to support senior team members with reporting for these functions
  
  


• Work closely with the data team to prepare reporting packages, dashboards, and summary materials for senior leadership from the Company’s operational and billing systems
  
  
  
  • Ensure data integrity by performing quality checks and resolving discrepancies between financial systems, data platforms, and prior information summaries
  
  
  • Translate complex data outputs into clear business insights for non-technical stakeholders
  
  
  • Support ad hoc financial and operational analysis for strategic initiatives and leadership requests
  
  

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field


• Basic understanding of financial principles and accounting practices


• Proficiency in Microsoft Excel (formulas, pivot tables, data analysis)


• Strong analytical and problem-solving skills


• High attention to detail and accuracy


• Good organizational and time management abilities


• Effective written and verbal communication skills

Benefits:

• Dental insurance


• Health insurance


• Paid time off


• Vision insurance

Work Location: In person

EEO Statement

Blackstone Medical Servicesis an Equal Employment Opportunity Employer. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and employees without regard to race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information, military and veteran status, and any other characteristic protected by applicable law.