Sr Financial Analyst

Insight Global; Clearwater (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Insight Global in Florida seeks an FP&A professional to support regional leadership with financial planning, forecasting, reporting, and advanced analysis in a medical supply and DME environment.

You will lead monthly forecasting, support annual budgeting, and deliver actionable insights to FP&A leadership and Operations within a healthcare distribution context.

Qualifications

• 5-7 years of FP&A, Finance, Accounting, or related analytical experience.
• Bachelors Degree in Finance, Accounting, or related field.
• Advanced Excel and Power BI skills with budgeting and forecasting expertise.

Responsibilities

• Lead monthly forecasting activities and support annual budgeting.
• Provide actionable financial insights to FP&A leadership and Operations.
• Partner with regional leadership to drive financial planning and performance.

Skills

Excel

Power BI

Budgeting & Forecasting

ERP systems

Education

Bachelor's degree in Finance, Accounting, or related field

Masters degree

Tools

ERP systems

Financial systems

Job description

Job Description

Responsible for supporting assigned regions and business units through financial planning, forecasting, reporting, and advanced financial analysis. Serves as the primary finance business partner for Regional Vice Presidents, Area Vice Presidents, and Operations Leadership. Leads monthly forecasting activities, supports annual budgeting, provides recommendations to FP&A leadership, and delivers actionable financial insights that support operational and strategic decision-making within a medical supply and durable medical equipment (DME) environment.

Skills and Requirements

5-7 years of FP&A, Finance, Accounting, Corporate Finance, or related analytical experience.Bachelors Degree in Finance, Accounting, or related field.Advanced knowledge on Microsoft Excel.Advanced Power BI reporting and dashboard capabilities.Advanced budgeting, forecasting, variance analysis, and financial planning knowledge.Experience with ERP and financial systems.Masters degreeHealthcare, Medical Supply, DME, Distribution, or Operational Finance experience

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].