Senior Financial Analyst
US Fertility
full-time
Posted on:
Location Type: Remote
Location: United States
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Job Level
Tech Stack
About the role
- 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 maintain the highest level of confidentiality
- Flexibility and willingness to learn at all times
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningfinancial analysisfinancial modelingdata analysisreportingbudgetingforecastingcorporate finance principlesExcelERP systems
Soft Skills
interpersonal skillsteam buildingcustomer servicecommunication skillsresults orientationflexibilitycollaborationconfidentialityproblem-solvingadaptability