Bachelor's degree in finance, accounting, or related field; Master's preferred
3+ years of experience in financial planning, analysis, and modeling
Experience in HME, Distribution, or Healthcare environments
Expert level Excel skills, including pivot tables and advanced formulas
Strong analytical thinking and problem-solving abilities
Responsibilities
Collaborate with department managers to create corporate budgets
Implement and evaluate budget and reporting systems
Develop real-time cash forecasting reports
Create debt reports for managing line of credit and term payouts
Provide financial analysis and reports as needed
Track KPIs and prepare financial reports
Assist project teams with financial guidance
Benefits
Professional development opportunities
Supportive team environment
Exposure to senior management
Opportunity to influence strategic financial decisions
Flexible work arrangements
Full Job Description
Job Type
Full-time
Description
Position Summary:
The Senior Financial Analyst, Financial Planning & Analysis position is responsible for supporting the Finance Dept. with an emphasis in FP&A and analyzing key financial metrics. They will also be responsible for assisting in monthly forecast planning and annual budget planning. This will include managing rolling forecast templates, forecast models, and performing cost analysis. This position will also work with our Operations Team to analyze our margins and track KPI's for our Business Units. This should lead to providing recommendations to Senior Management to improve our profitability and allow the organization to meet its strategic goals.
Essential Functions & Job Responsibilities
Work with department managers to create corporate budgets.
Implement budget and reporting system including evaluating and recommending software.
Develop real time cash forecasting reports.
Develop debt reports to manage line of credit and other term payouts.
Provide financial analysis and reports as required.
Work with department managers on specific reports to assess specific insurance payer returns.
Guides financial decisions by establishing, monitoring, and enforcing policies and procedures.
Maintains professional and technical knowledge.
Assists in the development and implementation of goals, policies, priorities, and procedures related to financial management.
Developing financial projections and building financial models.
Reviewing and analyzing financial statements and reports.
Tracking KPIs and preparing financial reports.
Assisting with budgeting and monthly close processes.
Understanding key business drivers.
Assisting project teams with financial guidance.
Performing research and analysis as required.
Ensuring compliance with financial guidelines, company policies, and relevant legal regulations.
All other duties and responsibilities that may be assigned.
Maintain patient confidentiality and function within the guidelines of HIPAA.
Completes assigned compliance training and other educational programs as required.
Maintains compliant with AdaptHealth's Compliance Program.
Perform other related duties as assigned
Competency, Skills and Abilities:
Ability to present financial information to a non-financial audience.
Working knowledge of financial strategies.
Strong organizational and multitasking skills.
Excellent communication, interpersonal and presentation skills.
Detail-oriented and able to perform in a high-pressure environment.
Strong analytical thinking and problem-solving skills.
Expert level of Excel skills including but not limited to pivot tables and advanced formulas
Proficient computer skills and knowledge of Microsoft Office
Solid ability to learn new technologies and possess the technical aptitude required to understand flow of data through systems as well as system interaction
Requirements
Education & Experience Requirements:
Bachelor's degree in finance, accounting, or a related field is required; Master's degree preferred
Three (3) years in financial planning, analysis, and modeling is required
Exact job experience is considered any of the above tasks in HME, Distribution or Healthcare environment
About AdaptHealth
AdaptHealth is a provider of home healthcare equipment and services. The company offers a range of products, including respiratory equipment, mobility equipment, and home medical equipment. AdaptHealth also provides clinical and administrative services to patients and healthcare providers. The company was founded in 2012 and is headquartered in Westampton Township, New Jersey.
