Position Overview: Medical Guardian is scaling its financial planning & analysis team in preparation for accelerated growth. The Senior Financial Analyst position is a newly created role that will report to the to-be-hired Senior Finance Manager / Finance Manager. This is a highly visible and critical cross-functional role driving operational execution across Medical Guardian.
Successful candidates thrive in fast-paced, dynamic environments and are comfortable with change. They have a strong business acumen and the ability to apply it to complex scenarios. They can concisely and precisely provide and / or present financial information to cross-functional leaders. They have strong intellectual curiosity, always asking why and not afraid to question the status quo. They have a high level of attention-to-detail and strong written and verbal communication skills. They model resilience when faced with something new, complex or challenging. They can influence key financial and funding decisions.
Responsibilities: - Support the preparation of monthly operational and KPI reporting (total company, business unit, and customer segment levels)
- Support the preparation of monthly financial reporting package (3-statement model, monthly business review deck, monthly financial template for PE-ownership)
- Effectively collaborate with the accounting team on month-end general ledger close, including analysis of actual results vs budget or forecast
- Support the preparation of annual budgets and quarterly re-forecasts
- Support the preparation of rolling cash flow forecasts, including reconciling forecasted cash flows to forecasted financial results
- Support the preparation and refresh of long-term strategic financial plans as requested
- Create financial models and business cases to support strategic decision-making as requested
- Develop volume and rate analysis to enhance understanding of variance drivers, variable vs fixed cost structures, and margin rates
- Partner with the technology team to enhance automated reporting capabilities
- Prepare ad hoc analysis as requested
Essential Qualifications:Education
- Bachelor's Degree in Accounting, Finance, or Business Administration required
- MBA is preferred
- CPA or CFA is preferred
Work Experience
- A minimum of 4 years of professional experience in progressive financial planning & analysis roles is required
- Experience in high-growth private equity-owned business is preferred
- Experience in direct-to-consumer recurring revenue business models is preferred
Skills
- Advanced Excel skills for financial modeling is required
- Advanced PowerPoint skills for reporting, data visualization, and presentations is required
- Understanding of accounting principles, financial statements, financial analysis and financial modeling is required
Benefits - Health Care Plan (Medical, Dental & Vision)
- Paid Time Off (Vacation, Sick Time Off & Holidays)
- Company Paid Short Term Disability and Life Insurance
- Retirement Plan (401k) with Company Match
