Senior Financial Analyst

Medical Guardian

Senior Financial Analyst responsible for financial planning and analysis at Medical Guardian. Collaborating with teams to enhance financial reporting and decision-making processes.

Posted 6/15/2026full-timePhiladelphia • Pennsylvania • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Support the preparation of monthly operational and KPI reporting (total company, business unit, and customer segment levels)
Support the preparation of monthly financial reporting package (3-statement model, monthly business review deck, monthly financial template for PE-ownership)
Effectively collaborate with the accounting team on month-end general ledger close, including analysis of actual results vs budget or forecast
Support the preparation of annual budgets and quarterly re-forecasts
Support the preparation of rolling cash flow forecasts, including reconciling forecasted cash flows to forecasted financial results
Support the preparation and refresh of long-term strategic financial plans as requested
Create financial models and business cases to support strategic decision-making as requested
Develop volume and rate analysis to enhance understanding of variance drivers, variable vs fixed cost structures, and margin rates
Partner with the technology team to enhance automated reporting capabilities
Prepare ad hoc analysis as requested

Requirements

What you’ll need

Bachelor’s Degree in Accounting, Finance, or Business Administration required
MBA is preferred
CPA or CFA is preferred
A minimum of 4 years of professional experience in progressive financial planning & analysis roles is required
Experience in high-growth private equity-owned business is preferred
Experience in direct-to-consumer recurring revenue business models is preferred
Advanced Excel skills for financial modeling is required
Advanced PowerPoint skills for reporting, data visualization, and presentations is required
Understanding of accounting principles, financial statements, financial analysis and financial modeling is required

Benefits

Comp & perks

Health Care Plan (Medical, Dental & Vision)
Paid Time Off (Vacation, Sick Time Off & Holidays)
Company Paid Short Term Disability and Life Insurance
Retirement Plan (401k) with Company Match

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingKPI reportingbudget preparationcash flow forecastingvariance analysisExcelPowerPointfinancial analysisgeneral ledger closebusiness case development

Soft Skills

collaborationstrategic decision-makingad hoc analysis

Certifications

Bachelor's Degree in AccountingBachelor's Degree in FinanceBachelor's Degree in Business AdministrationMBACPACFA