Senior Financial Analyst

Aprio Talent Solutions; Atlanta (GA); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

15 days PTO year one

401k match 4%

80% healthcare paid by employer

Job summary

Aprio Talent Solutions is assisting a direct client in Atlanta, GA, to recruit a Senior Financial Analyst who will own the annual budget, quarterly forecast, and monthly board reporting for a growing healthcare services organization. This is the second FP&A hire, reporting to the Manager of FP&A with direct visibility to the CFO and CEO.

The role requires expert Excel modeling and the ability to explain drivers of the numbers, not just report them.

Qualifications

• 4–6+ years of FP&A or financial analysis experience.
• Bachelor's degree in Accounting or Finance.
• MBA, CPA or CFA required.

Responsibilities

• Prepare the annual budget and quarterly forecast submissions with functional leaders.
• Update financial projections between forecast cycles for attrition, new business starts, and contract changes.
• Build the monthly financial statement review package for the board with minimal supervision.
• Explain variances in actuals against forecast and budget to finance and operations partners.
• Manage the monthly cash forecast and work with Billing to improve cash realization and liquidity.
• Maintain attrition and liquidity scorecards and track new client starts and terminations.
• Run the Monthly Operations Review and deliver recommendations to the CEO and CFO.
• Serve as the liaison between Finance and IT on system and data changes.

Skills

Excel modeling

Financial analysis

Budgeting & forecasting

Board reporting

Cash flow forecasting

FP&A

Education

Bachelor's degree in Accounting or Finance

Tools

Sage ERP

Job description

This role is with a direct client of Aprio Talent Solutions.

Location: Atlanta, Ga (Cumberland area near Truist Park)

Hybrid schedule: 3 days onsite (Mon, Tues, Thurs) and 2 days remote

Employment Type: Full-Time / Permanent

Compensation: $100,000-110,000 + 10% bonus

Benefit perks: 15 days PTO year one, 401k match (4%) and 80% healthcare paid by employer

*****Must have an MBA, CPA or CFA to be considered*****

Summary:

Our client is seeking a Senior Financial Analyst to own the annual budget, quarterly forecast, and monthly board reporting package for a growing healthcare services organization that supports hospitals nationwide. This is the second hire on a small FP&A team, reporting to the Manager of FP&A with direct visibility to the CFO and CEO. Strong candidates bring expert-level Excel modeling and the ability to explain what is driving the numbers, not just report them.

Why It's Worth Your Time

• Build and own the budget and rolling forecast for the business rather than supporting someone else's model.
• Present financial trends and recommendations directly to executive leadership and the board.
• Second hire on a two-person FP&A team, with immediate scope and no layers between you and the CFO.
• All planning is currently spreadsheet-based, with an FP&A tool evaluation underway and the chance to help shape it.
• Growing organization expanding into new service lines and markets.

What You'll Own

• Prepare the annual budget and quarterly forecast submissions, and coordinate deliverables and timelines with functional leaders.
• Update financial projections between forecast cycles to reflect attrition, new business starts, and contract changes.
• Build the monthly financial statement review package for the board with minimal supervision.
• Explain variances in actuals against forecast and budget to finance and operations partners.
• Manage the monthly cash forecast and partner with Billing to improve cash realization and liquidity.
• Maintain attrition and liquidity scorecards and track new client starts and terminations.
• Run the Monthly Operations Review, document action items, and deliver recommendations to the CEO and CFO.
• Serve as the liaison between Finance and IT on system and data changes.

Must-Haves

• 4–6+ years of progressive FP&A or financial analysis experience.
• Bachelor's degree in Accounting or Finance.
• MBA, CPA or CFA required.
• Experience in professional services, SaaS, staffing, outsourced services, or healthcare services, with comparable financial modeling.
• Expert-level Excel, including models built from scratch and heavy lookup work.
• ERP experience, with financial planning performed outside the system (Sage ERP is preferred)
• Demonstrated experience building and presenting board or executive-level financial materials.
• Exposure to contract-based or recurring-revenue business models.

Nice to Have

• Sage ERP experience.
• Involvement in selecting or implementing an FP&A planning tool.
• Monthly cash forecasting and liquidity reporting experience.
• Healthcare or hospital-facing business experience.