Job Description

Warbird Healthcare Advisors actively seeks qualified candidates for an interim opportunity with a healthcare client in the Southeast.

The FP&A Analyst is responsible to provide comprehensive analysis and business financial modeling for current operations, annual budgeting cycles, and forecasting/planning for future projects. This position streamlines reporting for Executive leadership and partners with Operations to help support efficiency, information relay, and additional company needs.

Location - Southeast

PRINCIPLE DUTIES AND JOB RESPONSIBILITIES:

• Fosters a positive and successful working environment, creating partnership with team members, leadership, and providers.
• Prepares and analyze financial reports, forecasts, and budgets.
• Supports the development of strategic plans by providing financial insights and recommendations.
• Performs variance analysis to identify trends, risks, and opportunities.
• Collaborates with cross-functional teams to gather financial data and ensure accuracy in reporting.
• Develops financial models to support decision-making processes.
• Conducts regular financial performance reviews and present findings to senior management.
• Assists in the preparation of monthly, quarterly, and annual financial statements.
• Monitors key performance indicators (KPIs) and provide actionable insights.
• Evaluates business cases for new projects and investments, assessing potential financial impact.
• Ensures compliance with financial regulations and company policies.
• Continuously seeks to improve financial processes and tools for efficiency and effectiveness.
• Supports ad-hoc financial analysis and special projects as needed.

KNOWLEDGE AND SKILLS REQUIRED:

• Technical Proficiency: Advanced skills in Microsoft Excel and financial systems (ERP systems, BI tools), along with knowledge of SQL or other coding.
• Analytical & Problem-Solving Skills: Strong ability to analyze complex data, identify patterns, and develop actionable insights to address financial and operational challenges.
• Communication & Collaboration: Excellent written and verbal communication skills to effectively convey financial information and work cross-functionally.
• Attention to Detail & Accuracy: Ensuring the reliability and integrity of financial data, models, and reports.
• Business Acumen & Strategic Thinking: Understanding the organization's business models, industry trends, and contributing to long-term financial strategies.
• Ability to maintain confidentiality when dealing with sensitive information.

KNOWLEDGE AND SKILLS PREFERRED:

• Knowledge of revenue cycle management system/practice management system, MedEvolve.
• Knowledge of accounting software system, NetSuite.
• Working knowledge of GAAP accounting, financial statements, and cash flow

EDUCATION AND EXPERIENCE REQUIRED:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of three (3) years' of experience in financial planning, analysis, or a related role
  

EDUCATION & EXPERIENCE PREFERRED:

• Minimum of two (2) years FP&A experience in Private Equity (Healthcare industry a plus) 

LICENSURE, CERTIFICATION OR REGISTRATION PREFERRED:

Certified Public Account, CPA

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