Senior Financial Analyst

Codex; Middletown (NJ); On-site; USD 90,000 - 135,000; Full time

Job summary

Codex is seeking a Senior Financial Analyst to join the corporate finance team. The role partners with regional leadership to support platform-level planning, reporting, and transaction activity, leveraging Vena, Excel, and AI tooling for precise analyses.

Direct visibility to the CFO, sponsor, physician partners, and the Board will be gained. This role sits at the intersection of FP&A, physician economics, and lender reporting, requiring strong modeling, data integrity, and strong communication

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Four to seven years of progressive FP&A/corporate finance experience.
• Strong Excel, Power Query, and pivot analysis.
• Hands-on experience with Vena or willingness to own the tool.
• Experience using AI tools within finance workflows.
• Solid GAAP knowledge with reconciling management to GAAP results.
• Excellent written and verbal communication; executive-ready presentations.

Responsibilities

• Partner with regions to deliver monthly performance analysis and insights to leadership.
• Analyze revenue drivers using NexTech EMR data and practice management data.
• Support revenue cycle analytics including AR aging, DSO, denials, and collections.
• Build provider-level economics, ramp models, and physician pro formas.

Skills

Advanced Excel

Vena

AI in finance

GAAP knowledge

Executive presentations

Education

Bachelor's degree in Accounting or Finance

Tools

NexTech

Job description

This private equity-backed, multi-site healthcare organization operates across several regional practices. They are looking for a Senior Financial Analyst who will be a core member of the corporate finance team, serving as a financial partner to Regional leadership while supporting platform-level planning, reporting, and transaction activity.

This role sits at the intersection of FP&A, physician economics, and lender and sponsor reporting. The successful candidate will leverage Vena, Excel, and AI tooling to deliver analysis with a high standard of accuracy and speed, and will have direct visibility with the CFO, the sponsor, physician partners, and the Board of Directors.

Key Responsibilities

• Serve as finance business partner to assigned regions; deliver monthly performance analysis, variance explanations, and operating insight to practice and platform leadership.
• Analyze revenue drivers including payer mix, provider productivity, service line mix, charge lag, gross collection rate, and volume trends using practice management and EMR data (NexTech).
• Support revenue cycle analytics including AR aging, DSO, denials, and collection performance.
• Build and maintain provider-level economics, new provider ramp models, and physician recruiting pro formas.

Partner Compensation

• Own the preparation, review, and distribution of physician partner compensation calculations on the established cycle.
• Maintain compensation models in alignment with executed employment and acquisition agreements; document assumptions and maintain a clear audit trail.
• Prepare partner-facing schedules and serve as a first-line resource for compensation questions, escalating sensitive matters to the VP of Finance.

Budgeting and Forecasting

• Support the annual budget and periodic reforecast cycles in Vena across Revenue, Workforce Compensation, and Operating Expense workstreams.
• Coordinate inputs from regional and functional leaders, enforce timelines, and reconcile submissions to platform targets.
• Maintain and enhance Vena models, hierarchies, templates, and data integrity; act as a power user and internal resource for the tool.

Monthly, Quarterly, and Annual Reporting

• Prepare the monthly consolidated management review package, including EBITDA bridges, KPI dashboards, and regional-level P&L appendices.
• Partner with Accounting through close, including accrual support, flux analysis, and GAAP-to-management-basis reconciliation.
• Prepare quarterly sponsor reporting packages and annual reporting deliverables.

Board and Lender Reporting

• Support preparation of Board of Directors materials, including financial summaries, KPI reporting, and supporting exhibits.
• Assist with credit agreement compliance, including covenant calculations, compliance certificates, MD&A, and lender information requests.

Transactions and Diligence

• Support acquisition diligence, quality of earnings coordination, and integration of newly acquired practices onto platform reporting.
• Prepare and administer earnout calculations in accordance with executed purchase agreements.
• Support sponsor and prospective investor diligence requests, including tracker maintenance and response coordination.

Capital and Ad Hoc Analysis

• Build capital expenditure business cases and Investment Committee materials, including ROI, payback, peer benchmarking, and sensitivity analysis.
• Perform scenario and sensitivity modeling to support strategic decisions such as de novo sites, service line expansion, real estate, and staffing models.
• Support cash flow forecasting and working capital analysis as required.
• Take on ad hoc projects and special requests from the CFO, VP of Finance, sponsor, and Regional leadership.

Process and Technology

• Identify and implement automation and process improvements across recurring reporting and modeling workflows.
• Use AI tools to accelerate analysis, drafting, data manipulation, and document production, applying appropriate review and quality control.
• Document processes and maintain reporting standards, templates, and brand-compliant deliverables.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Four to seven years of progressive experience in FP&A, corporate finance, accounting, transaction advisory, or investment banking.
• Advanced Excel skills, including complex financial modeling, large data set manipulation, Power Query and pivot-based analysis, and disciplined model design.
• Hands-on experience with Vena or with a demonstrated willingness to own the tool.
• Demonstrated, practical use of AI tools within a finance or analytical workflow, paired with sound judgment regarding verification and appropriate use.
• Strong working knowledge of financial statements and GAAP fundamentals, including the ability to reconcile management reporting to GAAP results.
• Excellent written and verbal communication skills, including the ability to build clean, executive-ready presentations.