The Sr Financial Analyst is responsible for supporting assigned regions and business units through financial planning, forecasting, reporting, and advanced financial analysis.
- Serves as the primary finance business partner for Regional Vice Presidents, Area Vice Presidents, and Operations Leadership
- Leads monthly forecasting activities, supports annual budgeting, provides recommendations to FP&A leadership, and delivers actionable financial insights that support operational and strategic decision-making within a medical supply and durable medical equipment (DME) environment
JOB FUNCTIONS- Owns financial support responsibilities for assigned regions, functions, or business units
- Leads monthly forecasting processes and prepares consolidated forecast recommendations for FP&A leadership
- Performs complex variance analysis and communicates key drivers impacting financial performance
- Partners with Regional Vice Presidents, Area Vice Presidents, and Operations Leadership to support business performance and decision-making
- Challenges operational assumptions and recommends actions to improve financial outcomes
- Develops and maintains advanced financial models, forecasting tools, and reporting solutions
- Builds and enhances dashboards, reports, and analytical frameworks used by Finance and Operations leadership
- Performs pricing, productivity, labor, scenario, and sensitivity analyses
- Supports capital planning activities and evaluates financial impacts of operational investments
- Prepares and presents financial results and recommendations to Regional Vice Presidents and leadership teams
- Represents Finance in leadership review meetings and operational discussions
- Identifies opportunities for process improvements, automation, and reporting efficiencies
- Reviews work products of Financial Analysts and provides guidance and mentoring as appropriate
- Leads special projects and cross-functional initiatives without direct supervisory responsibility
- Coordinates planning activities across multiple analysts when assigned
Education- Bachelor's Degree in Finance, Accounting, or related field, Required
- Master's Degree, Preferred
Work Experience- 5-7 years of FP&A, Finance, Accounting, Corporate Finance, or related analytical background, Required
- Healthcare, Medical Supply, DME, Distribution, or Operational Finance background, Preferred
- ERP and financial systems
Knowledge, Skills, and Abilities- Advanced Microsoft Excel modeling, required
- Advanced budgeting, forecasting, variance analysis, and financial planning
- Advanced Power BI reporting and dashboard, preferred
- Strong Power Query and SQL, preferred
- build financial models and business cases
- Strong presentation and communication
- Strong analytics and problem-solving
- mentor junior analysts and review work products
- manage multiple priorities and complex projects
- capital planning, scenario modeling, labor modeling, pricing analysis, and sensitivity analysis
Licenses and Certifications- CPA, CMA, or MBA, preferred
Lincare offers employees a variety of competitive benefits that include ongoing training and advancement opportunities. Employees can also qualify for comprehensive medical, dental, and vision coverage, as well as paid time off, retirement savings, tuition reimbursement, and more. There are also a generous employee referral program and a wide array of employee discounts to take advantage of.
