Job Description

Financial Analyst - MUST BE LOCAL

Insightful Talent is supporting a client who is looking for a Financial Analyst to join their team! In this role you will analyze financial status by collecting, monitoring, and studying data and recommending actions. Primary areas of focus are budgeting, forecasting and treasury analysis with an emphasis on accurate, timely deliverables, utilization of systems for automation and being able to solve problems and identify issues to escalate to management.

What’s in it for you:

• Work for a PE backed full-service practice management company partnering with providers who specialize in dermatology and aesthetic medicine.
• Be a part of a high performing team with opportunities for growth.
• Competitive compensation package – base comp, benefits and 401K plan.
• Hybrid schedule – 3 days onsite.

What you’ll be doing:

• Assist in preparing the annual budget and monthly rolling forecast for the company at the division and practice level.
• Assist in preparing daily, weekly, monthly treasury and cash analysis reports for all bank accounts.
• Assist in mergers and acquisitions diligence and analysis.
• Takes initiative to improve and automate processes (reduce cycle time) in conjunction with the data warehouse team.
• Interface independently with other internal departments to coordinate timing and accuracy of recurring data requirements.
• Assist in monthly revenue recognition and AR reconciliation.
• Identifies financial status by comparing and analyzing actual results with plans and forecasts.
• Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management.
• Reconcile transactions by comparing and correcting data.
• Recommends actions by analyzing and interpreting data and making comparative analyses, studying proposed changes in methods and materials.
• Protect operations by keeping financial information confidential.
• Contributes to team effort by accomplishing related results as needed.

What you need to bring:

• Bachelor’s degree in business or analytical field.
• Must have experience with CPT driven revenue analysis.
• A minimum of 1-3 years of prior analyst experience.
• Ability to think analytically and to provide in-depth analysis and recommendations using critical thinking and sound judgment.
• Advanced Excel skills are required and will be tested by Power Users. Candidates should be extremely specific about these skills.
• Experience with Microsoft NAV, Business Central, Jet, SQL or other database tools is preferred.
• Demonstrated ability to communicate in a clear and concise manner both verbally and in writing.
• “Self-starter” who works with enthusiasm to manage responsibilities with a sense of urgency.

Insightful Talent LLC is an equal opportunity employer and prohibits discrimination and harassment of any kind. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable laws.

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