Senior Financial Analyst, FP&A

AdaptHealth, LLC; Conshohocken (Montgomery County); On-site; USD 90,000 - 120,000; Full time

Job summary

AdaptHealth, LLC is seeking a Senior Financial Analyst, FP&A, to support the Finance department with budgeting, forecasting, and financial modeling. The role will partner with Operations to analyze margins and KPI performance across business units and provide strategic recommendations to senior management.

The ideal candidate has a strong background in FP&A, cost analysis, and real-time cash forecasting, with a proven ability to present complex financial information to non-financial

Qualifications

• Bachelor’s degree required; MBA or related master's preferred.
• Minimum 3 years in FP&A, budgeting, forecasting, and modeling.
• Healthcare/HME experience is a plus.
• Experience with cost analysis and KPI tracking.

Responsibilities

• Work with department managers to create corporate budgets.
• Develop forecast templates and real-time cash forecasting reports.
• Analyze margins and KPI performance by business unit.
• Provide financial analysis and reports to senior management.
• Ensure consistency with financial policies and procedures.

Skills

Financial analysis

Forecasting

Budgeting

KPI tracking

Communication

Education

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

Master's degree preferred

Tools

Microsoft Excel

ERP software

BI tools

Job description

Description

AdaptHealth Opportunity – Apply Today!

At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives – out of the hospital and in their homes.

We are actively recruiting in your area.

Position Summary:

The Senior Financial Analyst, Financial Planning & Analysis position is responsible for supporting the Finance Dept. with an emphasis in FP&A and analyzing key financial metrics. They will also be responsible for assisting in monthly forecast planning and annual budget planning. This will include managing rolling forecast templates, forecast models, and performing cost analysis. This position will also work with our Operations Team to analyze our margins and track KPI’s for our Business Units. This should lead to providing recommendations to Senior Management to improve our profitability and allow the organization to meet its strategic goals.

Essential Functions & Job Responsibilities

• Work with department managers to create corporate budgets.
• Implement budget and reporting system including evaluating and recommending software.
• Develop real time cash forecasting reports.
• Develop debt reports to manage line of credit and other term payouts.
• Provide financial analysis and reports as required.
• Work with department managers on specific reports to assess specific insurance payer returns.
• Guides financial decisions by establishing, monitoring, and enforcing policies and procedures.
• Maintains professional and technical knowledge.
• Assists in the development and implementation of goals, policies, priorities, and procedures related to financial management.
• Developing financial projections and building financial models.
• Reviewing and analyzing financial statements and reports.
• Tracking KPIs and preparing financial reports.
• Assisting with budgeting and monthly close processes.
• Understanding key business drivers.
• Assisting project teams with financial guidance.Performing research and analysis as required.
• Ensuring compliance with financial guidelines, company policies, and relevant legal regulations.
• All other duties and responsibilities that may be assigned.
• Maintain patient confidentiality and function within the guidelines of HIPAA.
• Completes assigned compliance training and other educational programs as required.
• Maintains compliant with AdaptHealth’s Compliance Program.
• Perform other related duties as assigned

Competency, Skills and Abilities:

• Ability to present financial information to a non-financial audience.
• Working knowledge of financial strategies.
• Strong organizational and multitasking skills.
• Excellent communication, interpersonal and presentation skills.
• Detail-oriented and able to perform in a high-pressure environment.
• Strong analytical thinking and problem-solving skills.
• Expert level of Excel skills including but not limited to pivot tables and advanced formulas
• Proficient computer skills and knowledge of Microsoft Office
• Solid ability to learn new technologies and possess the technical aptitude required to understand flow of data through systems as well as system interaction

Requirements

Education & Experience Requirements:

• Bachelor’s degree in finance, accounting, or a related field is required; Master’s degree preferred
• Three (3) years in financial planning, analysis, and modeling is required
• Exact job experience is considered any of the above tasks in HME, Distribution or Healthcare environment

AdaptHealth is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, genetic information, or any other status protected by applicable law. This policy applies to all terms, conditions, and privileges of employment, including recruitment, hiring, placement, compensation, promotion, discipline, and termination.