At Kelsey-Seybold Clinic, the Regional FP&A Analyst supports the Financial Planning & Analysis (FP&A) team in budgeting, forecasting, financial reporting, variance analysis, and operational decision support. The Analyst is responsible for preparing financial analyses, maintaining reporting tools and dashboards, and assisting with monthly, quarterly, and annual planning processes. This role collaborates with finance and operational leaders to identify trends, explain business performance, and support strategic initiatives. The Analyst serves as a key contributor to the FP&A team while developing the skills and business knowledge necessary to progress into a Senior FP&A Analyst role.
Primary Responsibilities:- 30% Financial Planning & Analysis
- Assist in the development of annual operating budgets and quarterly forecasts for assigned regions, departments, or service lines. Compile and analyze financial and operational data to support budgeting, forecasting, and management decision-making. Perform variance analysis and identify trends impacting financial performance. Support the preparation of financial models and analyses used to evaluate business performance and forecast future results
- 20% Reporting & Analytics
- Prepare monthly financial reporting packages, dashboards, KPIs, and management reports. Consolidate financial and operational information from multiple sources and ensure reporting accuracy. Research variances and provide supporting analysis and commentary regarding month-end results
- 20% Business Partner Support
- Partner with operational leaders, clinic management, and other business stakeholders to gather information and understand business drivers. Support development of KPI-based budgets, forecasts, and performance reporting
- Assist in evaluating operational performance and identifying opportunities for process improvement
- 10% Financial Performance Improvement
- Support analysis of profitability, labor productivity, patient volume trends, expense management, and operational efficiency initiatives. Assist in identifying cost-saving opportunities and performance improvement recommendations
- 10% Planning Process Support
- Assist with the annual planning cycle, forecast updates, month-end close analytics, management presentations, and leadership reporting requirements. Support preparation of materials used in operating reviews and budget discussions
- 5% Process Improvement
- Identify opportunities to improve financial reporting, analytics, forecasting accuracy, and data integrity. Support automation efforts and continuous improvement initiatives within FP&A processes
- 5% Ad Hoc Projects
- Perform financial analysis, reporting requests, business cases, operational studies, and special projects as assigned by FP&A leadership
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:- College degree in finance or equivalent work experience
- 1+ years of relevant experience in Finance
- Proficient with Microsoft Office applications
- Demonstrated time management, organizational management and project management skills
Preferred Qualifications:- Bachelor's degree in business, finance or accounting
- 2+ years of relevant experience in Finance
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,200 - $107,400 annually based on full-time employment. We comply with all minimum wage laws as applicable.
