Senior Financial Analyst

The Intersect Group

Southlake (TX)

On-site

USD 150,000 - 175,000

Full time

14 days+

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Medical insurance

Vision insurance

Job summary

A healthcare client of a leading company in Southlake, TX is seeking a Senior FP&A Analyst to enhance their financial planning and analysis function. The role involves analyzing financial data, supporting budgeting processes, and collaborating with various teams to improve operational performance. Ideal candidates will have over 4 years of relevant experience and advanced Excel skills.

Qualifications

4+ years of experience in Financial Analysis and Planning.
Ability to present financial information to non-financial audience.
Advanced skills in Excel, with an ability to understand big, complex models.

Responsibilities

Analyze financial statements, forecasts, and other financial schedules.
Support the annual budgeting process and monitor business analytics.
Collaborate with FP&A team on special projects.

Skills

Analytical skills

Detail-oriented

Strong communication skills

Curiosity

Team player

Education

Bachelor’s degree in finance, accounting, or related field

Tools

Excel

Job description

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from The Intersect Group

A healthcare client of ours based in Southlake, TX is seeking a Senior FP&A Analyst to add to their team. This team provides financial support to over 30 medical practices as well as their corporate team.

What You’ll Do

Analytical: Analyze financial statements, forecasts, and other financial schedules to look at trends, variances, and aberrations
Investigative: Direct and perform in-depth analysis of multiple data sources spanning but not limited to claims, billing, financial, and invoicing data
Innovative: Continue to build the company’s financial planning and analysis function with an emphasis on performance improvement, providing quality management information and furthering the development of systems, processes, and metrics
Proactive: Perform in-depth analysis of multiple data sources to model, project, and analyze opportunities to improve operations, and actively inform and solve for achieving budget in advance of month closes
Goal-Oriented: Monitor business analytics pertaining to operations, benchmarking, KPIs etc. Implement and develop financial performance improvement plans.
Team Player: Support the annual budgeting process
Detail-Oriented: Prepare presentations and memos for management on results of business
Groundbreaking: Collaborate with FP&A team, including Director, Managers, Senior Analysts, and Analysts, on special projects ranging from, but not limited to, “what if” strategic analysis, business forecasting, service P&L projections, etc.
Relationships: Work with regional leaders, accounting, and operations to improve management reporting and KPI’s at both the company and individual practice levels

Required Experience:

4+ years of experience in Financial Analysis and Planning experienced
Ability to present financial information to non-financial audience
Strong analytical skills, detail-oriented, accuracy and accountability balanced with sound business judgment
A keen, intense curiosity to understand how everything works and work independently to value-add to improve processes
Advanced skills in Excel, with an ability to understand big, complex models.
Excellent professional written/verbal communication and interpersonal skills
Commitment and ability to work hands-on with a sense of urgency, ability to collaborate and deliver an excellent work product in a fast-paced, and rapidly growing dynamic company

Nice-to-have Experience: