The Financial Analyst is responsible for supporting assigned business units through budgeting, forecasting, month-end reporting, and financial analysis. Partners with Regional Vice Presidents, Operations Leadership, Corporate Accounting, and Finance Leadership to provide timely and accurate financial information that supports operational and financial decision-making

Assists with annual budget development, monthly forecasting, variance analysis, management reporting, and business performance monitoring within a medical supply and durable medical equipment (DME) environment

JOB FUNCTIONS

Prepares recurring monthly, quarterly, and annual financial reports for operational and finance leadership

Supports annual budgeting, monthly forecasting, and long-range planning activities for assigned business units

Performs variance analysis comparing actual results to budget, forecast, prior year, and management expectations

Analyzes revenue, gross margin, operating expenses, labor costs, and profitability drivers to identify trends, risks, and opportunities

Partners with Regional Vice Presidents and Operations Leadership to understand business performance and support decision-making

Assists in the preparation and distribution of monthly business reviews and management reporting packages

Maintains planning models, forecast files, databases, and reporting tools utilized by the FP&A department

Supports month-end financial review processes and collaborates with Corporate Accounting to ensure reporting accuracy and consistency

Monitors key financial and operational performance indicators and communicates significant changes to FP&A leadership

Performs ad hoc financial analyses and reporting requests in support of business initiatives and management decision-making

Assists in the preparation of financial presentations and supporting documentation for leadership review meetings

Develops and maintains an understanding of operational and financial drivers impacting business unit performance

Education Bachelor's Degree in Finance, Accounting, or related field, Required Work Experience 1-2 years FP&A, Finance, Accounting, Corporate Finance, or related analytical background, Required

Healthcare, Health Insurance, DME background, Preferred

utilizing Power BI for reporting and dashboard analysis, preferred

ERP systems Oracle, preferred Knowledge, Skills, and Abilities Strong Microsoft Excel, including Pivot Tables, XLOOKUP, INDEX/MATCH, financial formulas,and data analysis techniques

budgeting, forecasting, variance analysis, and financial reporting

Power Query and SQL, preferred

Strong analytics and problem-solving

Strong attention to detail and commitment to data accuracy

Strong written and verbal communication