The Financial Analyst is responsible for supporting assigned business units through budgeting, forecasting, month-end reporting, and financial analysis.
- Partners with Regional Vice Presidents, Operations Leadership, Corporate Accounting, and Finance Leadership to provide timely and accurate financial information that supports operational and financial decision-making
- Assists with annual budget development, monthly forecasting, variance analysis, management reporting, and business performance monitoring within a medical supply and durable medical equipment (DME) environment
Job Functions
- Prepares recurring monthly, quarterly, and annual financial reports for operational and finance leadership
- Supports annual budgeting, monthly forecasting, and long-range planning activities for assigned business units
- Performs variance analysis comparing actual results to budget, forecast, prior year, and management expectations
- Analyzes revenue, gross margin, operating expenses, labor costs, and profitability drivers to identify trends, risks, and opportunities
- Partners with Regional Vice Presidents and Operations Leadership to understand business performance and support decision-making
- Assists in the preparation and distribution of monthly business reviews and management reporting packages
- Maintains planning models, forecast files, databases, and reporting tools utilized by the FP&A department
- Supports month-end financial review processes and collaborates with Corporate Accounting to ensure reporting accuracy and consistency
- Monitors key financial and operational performance indicators and communicates significant changes to FP&A leadership
- Performs ad hoc financial analyses and reporting requests in support of business initiatives and management decision-making
- Assists in the preparation of financial presentations and supporting documentation for leadership review meetings
- Develops and maintains an understanding of operational and financial drivers impacting business unit performance
