Strong financial modeling, forecasting, and analytical skills with high attention to detail.
Advanced skills in Microsoft Excel, including complex functions and Power Query.
Excellent communication skills to translate complex financial data into clear insights.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Advanced proficiency in Microsoft Office and financial systems like SQL and NetSuite.
Highly motivated with the ability to work independently.
Healthcare experience preferred but not required.
Responsibilities
Develop and maintain detailed financial models for budgeting and forecasting.
Prepare and deliver accurate monthly financial analyses for management.
Analyze financial and KPI performance against budget and forecast, identifying key trends.
Collaborate with Accounting, Operations, and other teams to ensure data integrity in reporting.
Assist in preparing materials for management, board meetings, and investors.
Streamline financial processes and reporting tools for enhanced efficiency.
Manage multiple priorities and deadlines effectively.
Benefits
Opportunity to influence strategic decision-making across the organization.
Collaborative work environment with cross-functional teams.
Exposure to senior management and board-level discussions.
Potential for career growth in a fast-paced industry.
Access to advanced financial systems and tools.
Full Job Description
Job Overview & Responsibilities
The Senior Financial Analyst plays a key role in supporting financial planning, analysis, and strategic decision-making across the organization. This position partners closely with leaders to deliver budgeting, forecasting, reporting and insights that drive performance and long-term growth. The ideal candidate should have strong analytical, organizational, communication and problem-solving skills and be able to present financial analyses in a concise and easily comprehensible manner
Essential Functions
Develop and maintain detailed financial models to support budgeting, forecasting, reporting and long-range planning
Prepare and deliver timely, accurate monthly financial analyses for management that provide insights into the company’s performance
Analyze financial and KPI performance versus budget and forecast and identify key drivers and trends
Partner cross-functionally with Accounting, Operations and other teams to ensure data integrity and consistency in financial reporting
Assist with preparation of materials for management, board meetings and investors as needed
Improve and streamline financial processes, reporting tools and forecasting methodologies to enhance efficiency and scalability
Proven ability to manage multiple priorities, meet deadlines and work effectively in a fast-paced environment
Qualifications & Pay Range
Required Skills & Abilities
Strong financial modeling, forecasting and analytical skills with high attention to detail
Advanced skills in Microsoft Excel (Index, Match, Sumproduct and Indirect functions as well as Power Query and relational databases)
Excellent communication skills (both oral and written) and ability to translate complex financial data into clear business insights
Ability to manage multiple priorities, meet deadlines and work effectively in a fast-paced environment
Advanced proficiency in Microsoft Office (Excel, PowerPoint and Word), SQL, NetSuite, or related financial systems
Highly motivated and ability to work independently
Healthcare experience preferred but not a requirement
Required Credentials
Bachelor’s Degree (Finance or Accounting degree preferred)
Minimum 1 year of work experience (investment banking, private equity, corporate finance preferred)
About PT Solutions
PT Solutions is a physical therapy company that provides outpatient rehabilitation services. The company was founded in 2003 and has since grown to over 1500 employees. PT Solutions has over 130 clinics across the United States and offers a variety of services including sports rehabilitation, orthopedic rehabilitation, and neurologic rehabilitation. The company's mission is to provide personalized care to each patient and help them achieve their goals.
