Sr Consultant - Corporate Finance

Panoramic Health

Come Join our team!!

The Senior Consultant, Corporate Finance is responsible for driving the development of annual budgets, long-term forecasts, and variance analysis to inform executive decision-making and strategic planning across the organization. This multifaceted role serves as a strategic financial partner, collaborating closely with the Practice FP&A team, Corporate Department Leadership, and other business leaders on monthly reporting, budgeting, and strategic planning initiatives.

Responsibilities:

• In partnership with Director of Finance, prepares and manages the annual budgeting process and refinement of annual and long-term forecast models.
• Leads the development of complex financial models that support organization-wide strategic planning, across multiple business units and corporate departments and evaluates new business opportunities.
• Prepares materials for monthly operating review and related reporting activities, budget vs. actuals analyses, and business-leader discussions.
• Leads monthly review of financial statements and management of reports for leadership and stakeholders, ensuring accuracy and alignment with internal models.
• Manages weekly updates to cash flow models, articulating drivers of actuals versus variance for Private Equity partners.
• Develops and owns KPIs related to operational efficiency, clinical outcomes, and financial performance to drive improvements across departments and business lines.
• Leads corporate financial planning and analysis, drives process improvements and advises on opportunities/risks in support of enterprise-wide goals and objectives.
• Prepares materials for board of directors and senior management meetings, providing recommendations to key stakeholders.
• Partners with Business Development and cross-functional teams to lead financial due diligence, modeling, and valuation for M&A, and other corporate development and growth initiatives.
• Perform other duties and responsibilities as required, assigned, or requested

Qualifications:

• Bachelor's degree in Finance, Economics or Accounting required.
• Master's degree in Finance, Business, or related field, preferred.
• Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation preferred.
• Minimum of 4+ years' work experience in financial analysis, financial due diligence, Corporate Development, FP&A, Consulting, Investment Banking, or Private Equity
• Proven track record of delivering strategic financial solutions.
• Solid understanding of accounting principles and financial analytics experience in growth-oriented environments
• Expertise in financial planning, analysis, creating forecasts, and driving business insights.
• Results-oriented and solutions-minded with ability to drive tasks to completion
• High-energy, hands-on individual who thrives in a fast-paced work environment
• Strong proficiency in Excel, PowerPoint and other financial/analytical tools and software
• Ability to develop both tactical and strategic solutions to business challenges
• Strong work ethic with ability to drive work process independently
• Detail-oriented with excellent follow-up
• Excellent planning skills with the ability to define, analyze and resolve issues quickly and accurately
• Excellent interpersonal skills with the ability to build relationships and influence all levels of organization
• Flexible, adaptable and can adjust to a rapidly changing and growing environment

The Company is committed to the principles of equal employment. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. It is our intent to maintain a work environment which is free of harassment, discrimination, or retaliation because of age, race, color, national origin, ancestry, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed servicemember status, or any other status protected by federal, state, or local laws. The company is dedicated to the fulfillment of this policy in regard to all aspects of employment, including but not limited to recruiting, hiring, placement, transfer, training, promotion, rates of pay, and other compensation, termination, and all other terms, conditions, and privileges of employment

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