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Interim Financial Analyst

Interim Financial Analyst

Warbird Healthcare AdvisorsOrlando, FL, US
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Job Description

Job Description

Warbird Healthcare Advisors actively seeks qualified candidates for an interim opportunity with a healthcare client in the Southeast.

The FP&A Analyst is responsible to provide comprehensive analysis and business financial modeling for current operations, annual budgeting cycles, and forecasting / planning for future projects. This position streamlines reporting for Executive leadership and partners with Operations to help support efficiency, information relay, and additional company needs.

Location - Southeast

PRINCIPLE DUTIES AND JOB RESPONSIBILITIES :

  • Fosters a positive and successful working environment, creating partnership with team members, leadership, and providers.
  • Prepares and analyze financial reports, forecasts, and budgets.
  • Supports the development of strategic plans by providing financial insights and recommendations.
  • Performs variance analysis to identify trends, risks, and opportunities.
  • Collaborates with cross-functional teams to gather financial data and ensure accuracy in reporting.
  • Develops financial models to support decision-making processes.
  • Conducts regular financial performance reviews and present findings to senior management.
  • Assists in the preparation of monthly, quarterly, and annual financial statements.
  • Monitors key performance indicators (KPIs) and provide actionable insights.
  • Evaluates business cases for new projects and investments, assessing potential financial impact.
  • Ensures compliance with financial regulations and company policies.
  • Continuously seeks to improve financial processes and tools for efficiency and effectiveness.
  • Supports ad-hoc financial analysis and special projects as needed.

KNOWLEDGE AND SKILLS REQUIRED :

  • Technical Proficiency : Advanced skills in Microsoft Excel and financial systems (ERP systems, BI tools), along with knowledge of SQL or other coding.
  • Analytical & Problem-Solving Skills : Strong ability to analyze complex data, identify patterns, and develop actionable insights to address financial and operational challenges.
  • Communication & Collaboration : Excellent written and verbal communication skills to effectively convey financial information and work cross-functionally.
  • Attention to Detail & Accuracy : Ensuring the reliability and integrity of financial data, models, and reports.
  • Business Acumen & Strategic Thinking : Understanding the organization's business models, industry trends, and contributing to long-term financial strategies.
  • Ability to maintain confidentiality when dealing with sensitive information.
  • KNOWLEDGE AND SKILLS PREFERRED :

  • Knowledge of revenue cycle management system / practice management system, MedEvolve.
  • Knowledge of accounting software system, NetSuite.
  • Working knowledge of GAAP accounting, financial statements, and cash flow
  • EDUCATION AND EXPERIENCE REQUIRED :

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Minimum of three (3) years' of experience in financial planning, analysis, or a related role
  • EDUCATION & EXPERIENCE PREFERRED :

  • Minimum of two (2) years FP&A experience in Private Equity (Healthcare industry a plus)
  • LICENSURE, CERTIFICATION OR REGISTRATION PREFERRED :

    Certified Public Account, CPA

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