Financial Planning and Analysis Senior Analyst

Allergy & ENT Associates is looking for a Financial Planning & Analysis Senior Analyst at our Central Corporate Office in 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.

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).

Essential Duties & 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

Qualifications

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

Knowledge, Skills, Abilities

• Customer Service - Knowledge of principles and processes for providing customer service; the ability to demonstrate a series of activities designed to enhance the level of both internal and external customer satisfaction.
• Organization - Uses time efficiently by prioritizing and planning work activities; is methodical and efficient in structuring tasks to be accomplished.
• Professional Maturity - The ability to separate emotional feelings from the real issues at hand. The ability to legitimately and objectively challenge the substance of our beliefs and biases of our observations.

• Time Management - Managing one's own time and the time of others; the ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources).
• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

• Interpersonal Communication - Writes and speaks effectively based on the psychological, relational, situation, environmental and cultural dynamics within the situation
• Communication - The ability to write and speak effectively using appropriate convention based on the situation; actively listens to others, asks questions to verify understanding, and uses tact and consideration when delivering feedback to others.

Work Environment

Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation; Moderate noise (examples: business office with computers and printers, light traffic), daily stair climbing; Typical schedule is Monday through Friday with regular working hours; Occasional overtime may be required.