Senior Financial Analyst

This is a fully remote position, open to applicants in Texas.

📋 Description

• Create and oversee financial models along with monthly reporting packages.

• Report directly to the Sr. Director of Finance, with a secondary reporting line to the CFO.

• Collaborate with management in Finance and Accounting, business unit leaders, department heads, and private equity investors.

• Assist in the month-end closing process and evaluate actual results along with their implications for forecasts and operations.

• Maintain, revise, and enhance the monthly and rolling forecast models.

• Cultivate relationships with business partners and department leaders to offer insights into trends.

• Provide regular and on-demand reporting on a monthly, quarterly, and annual basis.

• Ensure compliance with federal and state regulations as well as reporting requirements.

• Gain a deep understanding of organizational KPIs and metrics.

• Lead efforts in process improvement, operational insights, and data analysis.

• Conduct ad hoc financial analyses, modeling, sensitivity analyses, and what-if scenarios.

• Assist in treasury functions and manage banking relationships.

• Prepare and refresh monthly sales commission reports.

• Develop automated tools for reporting and forecasting.

• Undertake various cross-company responsibilities and ad hoc analyses as assigned.

• Attend and complete required HIPAA training to demonstrate competency.

⛳️ Requirements

• A Bachelor’s degree in Accounting, Finance, or a related field is mandatory.

• 3-6 years of progressive experience in corporate finance, investment banking, private equity, or accounting (public or private) is required.

• Capability to establish remote relationships and uphold confidentiality with a diverse range of stakeholders (executive presence is essential).

• Exceptional verbal and written communication skills are necessary.

• Strong analytical and problem-solving abilities are a must.

• Proficiency in MS Office applications (Excel, PowerPoint, and Word) is required.

• Familiarity with MS Dynamics or other ERP systems is preferred.

• Experience with Power BI is preferred.

• Understanding of M&A initiatives and processes is beneficial.

• Knowledge of Generally Accepted Accounting Principles (GAAP) is crucial.

• Excellent organizational skills and attention to detail are vital.

• Core-hours availability from 8:00 AM to 5:00 PM CT is required.

• Willingness to work extended hours, weekends, and holidays based on industry demands is necessary.

• Experience in the PBM or Healthcare industry is a plus but not mandatory.

• Must adhere to HIPAA obligations, complete necessary HIPAA training, and report any violations discovered.

🏝️ Benefits

• Medical, Dental, and Vision Insurance.

• Disability and Life insurance.

• Employee Assistance Program.

• Options for remote work.

• Generous Paid-Time Off.

• Annual Reviews and Development Plans.

• Retirement Plan with company match, fully vested immediately.

• Minimal travel is anticipated for this position.