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

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 maintain the highest level of confidentiality
Flexibility and willingness to learn at all times

Senior Financial Analyst

Key skills