Senior Financial Planning & Analysis (FP&A) Analyst

Tyree and D'Angelo Partners; Chicago (IL); On-site; USD 85,000 - 130,000; Full time

Job summary

Thrive Physical Therapy Partners in Chicago, IL is seeking a Senior FP&A Analyst to partner with Finance, Accounting & Operations in budgeting, forecasting, and financial reporting. The role supports practice management and investment team with data-driven insights in a high-growth healthcare network.

The ideal candidate has 3–5+ years in finance/transaction roles or FP&A with strong Excel and Power BI skills, plus experience in acquisitions or private equity.

Qualifications

• 3–5+ years of finance/acquisition/transaction experience or industry financial analysis in healthcare or private equity.
• Previous FP&A or Financial Analyst experience.
• Undergraduate degree in finance or accounting.
• CPA or CFA preferred.
• Strong written and oral communication skills.
• Excellent Excel, PowerPoint and data query tools experience.

Responsibilities

• Prepare internal and external reporting packages (Monthly, Quarterly, Annual).
• Develop and track metrics and KPI dashboards to forecast trends.
• Coordinate and prepare annual financial plans for business units.
• Analyze financial data for forecasting and variance analysis.
• Create presentation materials on operational activity.
• Collaborate with senior management and investment team on analyses.

Skills

FP&A

Acquisitions experience

Financial analysis

Excel

Power BI

Communication skills

Education

Finance/Accounting degree

Tools

Power BI

Excel

PowerPoint

Job description

Senior Financial Planning & Analysis (FP&A) Analyst

Chicago, IL

Position Title: Senior Financial Planning and Analysis (FP&A) Analyst

Location: Chicago, IL

The Company: Thrive Physical Therapy Partners

Company Overview

Tyree & D'Angelo Partners ("TDP") is a private equity investment firm that focuses on control investments in the lower middle market (companies with $1-5M of EBITDA). We look for investments where we can establish true collaborative partnerships with business owners and management teams that will lead to substantial value creation over a long-term investment horizon. TDP’s track record of building high-growth and lower risk companies is driven by a buy & build investment strategy, that is based on tested methods of value creation and a true partnership approach with executives and business owners. TDP works in collaboration with executive leaders utilizing an investment thesis driven process designed to build companies with a differentiated customer value proposition. TDP invests in the healthcare, consumer, and business services sectors, focusing on high-quality founder owned businesses that we can grow with our high probability of success process. TDP companies have completed over 900 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.4 billion of capital under management. For more information, please visit www.TDPfund.com

Thrive Physical Therapy Partners (“Thrive”) is a fast-growing network of Physical Therapy clinics throughout the greater Midwest. We focus on partnerships with leading Physical Therapists and clinical teams who deliver exceptional patient care. Our mission is to improve the lives of physical therapists, patients, and staff by providing proven non-clinical business support services in a collaborative and patient-focused environment. Please visit www.ThrivePTPartners.com for more information.

We are seeking a Senior Financial Planning and Analysis (FP&A) Analyst who will support the Finance, Accounting & Operations teams in preparing and analyzing key financial reporting and will be instrumental in development in areas such as budgeting and forecasting. The candidate will join a highly collaborative and motivated team in a high growth, entrepreneurial environment. Qualified candidates should demonstrate a strong desire and passion for financial / valuation analysis, a great goal-oriented attitude, a desire to help others, and either acquisition/transaction experience (acquisitions, financings, brokering the sale of businesses, investment banking, accounting advisory, consulting, public accounting) or industry experience in physical therapy, dental, dermatology, veterinary, investment banking, or private equity.

Job Responsibilities:

• Prepare internal and external reporting packages (Monthly, Quarterly, Annual) to assist in communications of results and analysis to practice management, senior management team and other investment team members
• Develop, produce, and track key metrics utilizing data warehouse and other resources to enhance automated reporting and KPI dashboards that can be used to help forecast financial trends and outcomes
• Assist in Coordinating and preparing annual financial plan for operational business units and other company operations in collaboration with senior management, investment team and practice team members.
• Analyze financial data for use in forecasting and comparison to actual performance.
• Assist in the research and create presentation related materials of operational activity
• Collaborate with other teams including senior management and investment team to perform in-depth analysis including analyzing historical, on-going, and prospective trends in patient visits and production.
• Ad hoc projects and support of other Accounting, Finance and Corporate office initiatives as needed

Requirements:

• 3-5+ years of finance/acquisition/transaction experience (acquisitions, financings, brokering the sale of businesses, investment banking, accounting advisory, consulting, public accounting) OR industry financial analysis experience in physical therapy, dental, dermatology, veterinary, investment banking, or private equity
• Previous experience as a Financial Analyst or FP&A Analyst (or Associate)
• Undergraduate degree in finance or accounting
• CPA or CFA preferred
• Strong undergraduate academic performance
• Strong written and oral communication skills
• Very strong skills in Microsoft Excel, PowerPoint and data query tools including Power BI
• Ability to work with large amounts of data and process the information into analytical level reporting to analyze the business
• Excellent time management and organizational skills
• Ability to work in a fast-paced and entrepreneurial environment
• Ability to meet deadlines in a timely manner
• Represent the company with a high level of professionalism
• Solid integrity, responsibility, and accountability

Compensation:

Highly competitive compensation consisting of base salary and performance bonus