Infusion for Health is a referral-based infusion center that services all providers in multiple locations in California, Arizona, Nevada, Washington, Colorado, and Missouri. Our center is unique and offers individual comfortable private rooms for our patients. Our mission is to provide exceptional service in the administration of infusion therapy in a comfortable, patient-focused environment by providing exemplary professional clinical care.

Our company is continuing to grow and we're looking for our first ever Senior Financial Analyst!

This is a full-time, hybrid-role. Candidate is expected to work 3 days in the office and 2 days remote.

Position Overview

In this highly visible, strategic role, the Senior Financial Analyst will report to the CFO supporting all financial planning and analysis initiatives, like the strategic plan, annual operating plans and budgets, and forecasting.

This position will fill a key role within the Infusion for Health Finance organization, working directly with the CFO, Senior Leadership Team, and other leaders throughout the organization. This role will be responsible for a wide range of activities including financial planning, forecasting, reporting, and analysis. They will serve as FP&A’s modeling and system subject matter expert. The ideal candidate will have strong business acumen, critical thinking proficiency, and strong communication skills. The candidate must be customer-centric and have the ability to balance the demands of a rapidly growing, complex entrepreneurial environment.

Qualifications

• A proven track record of academic and professional excellence
• Bachelor’s degree required (preferably Finance, Business, Economics, or Accounting)
• 4+ years’ experience in FP&A or 2+ years in Investment Banking or Management Consulting
• Highly proficient in Microsoft Excel and advanced financial modeling
• Experience in a high-growth and fast-paced environment preferred
• Experience working with Power BI or other data visualization tool preferred
• Strong analytical, communication, and presentation skills
• Strong understanding of the accounting equation and financial statements
• CPA or MBA is a plus
• Data mining and modeling capabilities
• Very strong financial systems aptitude
• Must be analytical, detail-oriented, organized, work independently with project management skills and problem-solving techniques
• Highly proficient in Excel, PowerPoint and other planning applications

Responsibilities

• Develop, and prepare meaningful, timely, and accurate analysis of critical financial information and metrics for use in management's evaluation of results and determination of strategic and business objectives and alternatives
• Implement new processes and tools to support the successful completion of timely and accurate forecasts, financial planning consolidations, and tracking of key investments and performance metrics
• Prepare presentations in support of board and shareholder meetings, monthly/quarterly senior leadership team meetings, and various company strategic initiatives and support the strategic business planning process
• Create comprehensive financial models for budgeting and forecasting, as well as new business development, covering all financial statements including the P&L, Balance Sheet, and Cash Flow Statement.
• Conduct detailed variance analyses to compare budgeted or forecasted figures against actual results, highlighting key trends.
• Maintain and enhance current budgeting and forecasting infrastructure, including the creation of templates, models, and the design and implementation of systems to track and report trends.
• Manage and update reporting packages to display financial, operational, and key performance indicators organization-wide.
• Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators. Create and maintain meaningful reports that reflect these analyses. Provide essential financial analysis for special projects, investment decisions, and strategic planning.
• Continuously seek opportunities to automate and streamline processes to reduce cycle time by leveraging technological and system solutions.
• Lead the consolidation of clinical and departmental forecast inputs by validating accuracy and presenting meaningful and actionable explanations.
• Responsible for providing monthly reporting including variances to Plan, KPI, and Reforecast to leaders and other analysis as requested and/or deemed appropriate.
• Lead the creation of financial models to forecast performance using operational data to support outcomes.
• Collaborate across multiple departments including accounting, strategic finance, operations, clinical analytics, etc.
• Confidently present financial models to a variety of stakeholders, internal and external.
• Identify financial data and metrics and build flash and dashboard reports to communicate results.
• Assist with the development, implementation and streamlining of standard processes within the department and companywide.
• Develop enhanced reporting and self-service tools for the FP&A team as well as our business partners.
• Drive automation of financial and operational reporting processes.

What We Offer:

• Competitive salary with the range of $90,000-$120,000 with variations based on experience and expertise.
• Comprehensive benefits package including PTO, 401k with a match, Life Insurance, etc
• Ongoing training and professional development opportunities.

If you’re passionate about transitioning into a role that combines your healthcare background with finance, we’d love to hear from you. Apply today to become a vital part of our expanding team at Infusion For Health!

Learn More About Us: Visit infusionforhealth.com to learn more about our mission and services.