Healthcare FP&A Senior Analyst

Allergy & ENT Associates is looking for a Financial Planning Analyst at our Central Office in North Houston!

What are we about?

As a multi-state, physician-led team of specialized providers and dedicated staff, we are focused on enhancing the well-being of our patients living with allergy, asthma, and sinus conditions. Our mission is simple: to empower individuals to embrace life to the fullest through personalized, comprehensive, and compassionate healthcare.

Address: 450 Gears Rd., Ste. 420, Houston, TX 77067

Benefits:

Health Insurance

Dental & Vision Insurance

401K

Life insurance

PTO & Holidays

Short- & Long-Term Disability

POSITION SUMMARY

Reporting to the Chief Financial Officer, the Financial Planning & Analysis Senior Analyst will be responsible for generating, maintaining and analyzing data related to the company's budget and forecast, financial performance of the organization, individual facilities and payor collection trends. The Senior Analyst will partner closely with internal teams across the company to assist and support senior management in compiling and reporting information as requested by financial accounting, operations, revenue cycle and management. The role is based at our corporate headquarters in Houston, TX (remote candidates are not being considered).

DUTIES AND RESPONSIBILITIES

• Lead budgeting, and forecasting activities for the company and its related entities, including forecasts and strategic long-range projections
• Build financial models (P&L, BS, CF) in Excel
• Partner with various operations and accounting team members to prepare variance analysis and provide clear, concise performance commentary
• Partner with the executive team to develop and track KPIs to effectively manage the business and review current and past trends
• Create dashboards, reports, presentations, and other data visualizations to illustrate and tell the story of financial performance
• Perform acquisition due diligence analysis on potential acquisition targets
• Perform evaluations of projects and investments to improve operational performance
• Analyze profitability by facility, identify trends and present findings to senior management
• Assist with preparation of board of director's standard and ad hoc reports

EDUCATION REQUIREMENTS

• Bachelor's degree in accounting, finance, or a similar field
• MBA is a plus

EXPERIENCE REQUIRMENTS

• Minimum 4 years of related experience in a corporate environment, ideally within organizations with multiple locations
• Demonstrated success with performing financial analysis and reporting
• Ability to prepare 3 Statement Financial Projection Models
• Strong quantitative skills preferred with proficiency in Excel, pivot tables, and PowerPoint
• Experience with business intelligence and data analysis tools such as Power BI
• Excellent problem solving and analytical skills
• Strong work ethic and commitment to operational excellence
• High degree of creativity as well as intellectual curiosity
• Strong communication and presentation skills, including strong PowerPoint skills
• Ability to adapt to change in a fast-growing, dynamic environment
• Must be able to effectively handle multiple projects concurrently
• General understanding of GAAP and accounting

EXPECTED RESULTS

• Effective, timely and professional reporting and presentations of market, operating, and strategic projects
• Assessment of processes across the Finance organization and ability to demonstrate continuous improvement
• Tasks completed accurately and timely
• Adherence to all company policies and procedures