Senior Financial Analyst

Role Overview

• Publish monthly financial results, utilizing Workday Adaptive Planning to automate standardized reporting in accordance with company procedures
• Create materials for monthly internal and external reporting purposes; drives analysis in support of that reporting
• Support annual budget process for all revenue and expense items across US Fertility’s various reproductive health clinics and ancillary business lines
• Assist in the preparation and compilation of periodic forecasts and budget templates
• Analyze and evaluate various types of data related to revenue, marketing, and operations to generate reports, ROI analyses, and detailed financial models
• Collaborate with business unit leaders to understand key drivers, risks, and opportunities
• Work cross-functionally within USF to drive value and insights into all aspects of business performance
• Extract, analyze, and evaluate data primarily using Power BI, Adaptive Planning, MS Excel, and other tools

Requirements

• Bachelor’s degree in finance, accounting, economics, or related field
• 3+ years of experience in financial planning and analysis
• Strong understanding of financial statements, and corporate finance principles
• Healthcare background
• Experience working in a fast-growing private equity backed portfolio company
• Advanced Excel skills and experience with financial modeling
• Experience with ERP systems and financial planning tools (preferably Sage Intacct and Workday Adaptive Planning)
• Computer proficiency required
• Excellent interpersonal skills and ability to work as part of a multi-disciplinary team and build and maintain effective working relationships
• Demonstrated expertise in continuous quality improvement, customer service, and team building
• Strong customer service and results orientation; highly responsive to requests
• Excellent verbal & written communication skills
• Proven ability to build and maintain highly effective teams
• Ability to work as part of a multi-disciplinary team
• Excellent interpersonal skills and ability to build and maintain effective working relationships
• Excellent managerial, interpersonal and organizational skills
• Ability to maintain the highest level of confidentiality
• Flexibility and willingness to learn at all times

Tech Stack

• ERP

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Tuition assistance and professional development support
• Performance-based bonus opportunities
• Generous paid time off, paid holidays, and paid parental leave
• Life and disability benefits
• Fertility Discount Program
• Employee wellness and recognition programs