Sr Financial Analyst

Lincare Holdings Inc.; Clearwater (FL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, & vision

Paid time off

Retirement savings

Tuition reimbursement

Employee discounts

Employee referral program

Job summary

Lincare Holdings Inc. is seeking a Senior Financial Analyst to support regional FP&A, budgeting, forecasting, and reporting within a medical supply and DME environment.

You will partner with Regional Vice Presidents and Operations Leadership to drive financial insights and strategic decisions. This role develops advanced financial models, dashboards, and analyses, guides junior analysts, and leads forecasting processes.

Qualifications

• Bachelor's Degree in Finance, Accounting, or related field, Required
• Master's Degree, Preferred
• 5-7 years of FP&A, Finance, Accounting, Corporate Finance, or related analytical background, Required
• Healthcare, Medical Supply, DME, Distribution, or Operational Finance background, Preferred
• ERP and financial systems

Responsibilities

• Owns financial support responsibilities for assigned regions, functions, or business units
• Leads monthly forecasting processes and prepares consolidated forecast recommendations for FP&A leadership
• Performs complex variance analysis and communicates key drivers impacting financial performance
• Partners with Regional Vice Presidents, Area Vice Presidents, and Operations Leadership to support business performance and decision-making
• Challenges operational assumptions and recommends actions to improve financial outcomes
• Develops and maintains advanced financial models, forecasting tools, and reporting solutions
• Builds and enhances dashboards, reports, and analytical frameworks used by Finance and Operations leadership
• Performs pricing, productivity, labor, scenario, and sensitivity analyses
• Supports capital planning activities and evaluates financial impacts of operational investments
• Prepares and presents financial results and recommendations to Regional Vice Presidents and leadership teams
• Represents Finance in leadership review meetings and operational discussions
• Identifies opportunities for process improvements, automation, and reporting efficiencies
• Reviews work products of Financial Analysts and provides guidance and mentoring as appropriate
• Leads special projects and cross-functional initiatives without direct supervisory responsibility
• Coordinates planning activities across multiple analysts when assigned

Skills

Advanced Excel

Budgeting & Forecasting

Power BI

SQL

Power Query

Presentation

Problem Solving

Mentor junior analysts

Multitasking

Capital planning

Education

Bachelor's degree in Finance/Accounting

Master's degree

Tools

ERP systems

Financial systems

Job description

The Sr Financial Analyst is 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 VicePresidents, Area Vice Presidents, and Operations Leadership
• Leads monthly forecasting activities, supportsannual budgeting, provides recommendations to FP&A leadership, and delivers actionable financial insights thatsupport operational and strategic decision-making within a medical supply and durable medical equipment (DME)environment

JOB FUNCTIONS

• Owns financial support responsibilities for assigned regions, functions, or business units
• Leads monthly forecasting processes and prepares consolidated forecast recommendations for FP&A leadership
• Performs complex variance analysis and communicates key drivers impacting financial performance
• Partners with Regional Vice Presidents, Area Vice Presidents, and Operations Leadership to support businessperformance and decision-making
• Challenges operational assumptions and recommends actions to improve financial outcomes
• Develops and maintains advanced financial models, forecasting tools, and reporting solutions
• Builds and enhances dashboards, reports, and analytical frameworks used by Finance and Operations leadership
• Performs pricing, productivity, labor, scenario, and sensitivity analyses
• Supports capital planning activities and evaluates financial impacts of operational investments
• Prepares and presents financial results and recommendations to Regional Vice Presidents and leadership teams
• Represents Finance in leadership review meetings and operational discussions
• Identifies opportunities for process improvements, automation, and reporting efficiencies
• Reviews work products of Financial Analysts and provides guidance and mentoring as appropriate
• Leads special projects and cross-functional initiatives without direct supervisory responsibility
• Coordinates planning activities across multiple analysts when assigned

Qualifications.

Education

• Bachelor'sDegreein Finance, Accounting, or related field, Required
• Master's Degree, Preferred

Work Experience

• 5-7 years of FP&A, Finance, Accounting, Corporate Finance, or related analyticalbackground, Required
• Healthcare, Medical Supply, DME, Distribution, or Operational Finance background, Preferred
• ERP and financial systems

Knowledge, Skills, and Abilities

• Advanced Microsoft Excel modeling, required
• Advanced budgeting, forecasting, variance analysis, and financial planning
• Advanced Power BI reporting and dashboard, preferred
• Strong Power Query and SQL, preferred
• build financial models and business cases
• Strong presentation and communication
• Strong analytics and problem-solving
• mentor junior analysts and review work products
• manage multiple priorities and complex projects
• capital planning, scenario modeling, labor modeling, pricing analysis, and sensitivityanalysis

Licenses and Certifications

• CPA, CMA, or MBA, preferred

Lincare offers employees a variety of competitive benefits that include ongoing training and advancement opportunities. Employees can also qualify for comprehensive medical, dental, and vision coverage, as well as paid time off, retirement savings, tuition reimbursement, and more. There are also a generous employee referral program and a wide array of employee discounts to take advantage of.

undefined

EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Lincare is an equal opportunity employer, access and affirmative action employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, creed, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. Lincare provides reasonable accommodations for qualified individuals with disabilities. Because Lincare believes in providing a safe work environment, we conduct drug and background checks in our recruiting/hiring processes. AA/EOE, M/F/Disabled/Veterans