Sr. Financial Analyst

Insight Global; Clearwater (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

Insight Global is seeking a Finance Business Partner specialized in FP&A to lead planning, forecasting, and financial analysis for assigned regions in a medical supply and DME setting. The role partners with regional leaders to drive budgeting and actionable insights.

Requires 5-7 years of FP&A experience, a finance/accounting degree, and advanced Excel and Power BI skills. Onsite role in Clearwater, FL with a Monday–Friday schedule.

Qualifications

• 5-7 years of FP&A, Finance, Accounting, Corporate Finance, or related analytical experience.
• Bachelor's Degree in Finance, Accounting, or related field.
• Advanced knowledge of Microsoft Excel.
• Advanced Power BI reporting and dashboard capabilities.
• Advanced budgeting, forecasting, variance analysis, and financial planning knowledge.
• Experience with ERP and financial systems.

Responsibilities

• 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 DME environment.

Skills

FP&A

Forecasting

Budgeting

Variance analysis

Financial reporting

Education

Bachelor's degree in Finance/Accounting

Tools

Excel

Power BI

ERP systems

Job description

Schedule: Monday- Friday 8-5 PM ONSITE in Clearwater FL

Salary: $70-90k (Based on experience)

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.

Required Skills:

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.

Preferred Skills:

Healthcare, Medical Supply, DME, Distribution, or Operational Finance experience