Financial Analyst

The Financial Analyst leads enterprise FP&A, management reporting, forecasting, budgeting, and decision support across 10 companies in a fast-growing mental health organization. The role translates financial and operating data into insights for the Controller and business leaders, builds scalable models and dashboards, and supports growth, labor, profitability, cash flow, and resource-allocation decisions.

What You Will Do

The Financial Analyst will lead consolidated and entity-level annual budgeting, monthly rolling forecasts, and long-range planning for 10 companies, including assumptions, submissions, reviews, and final reporting. The role will also build driver-based models for revenue, clinician capacity and utilization, productivity, labor and headcount, benefits, sales, operating expense, growth, profitability, EBITDA, and cash flow.

Why It Might Be a Fit

The Financial Analyst will demonstrate advanced knowledge of FP&A, driver-based forecasting, budgeting, financial modeling, management reporting, and performance measurement. The role will also require strong business acumen and the ability to connect operating drivers to financial results across a multi-entity, multi-state, high-growth organization.

Requirements

• Bachelor's degree in finance, accounting, economics, business, data analytics, or a related field required; MBA, master's degree, CPA, or CFA preferred.
• 5+ years of progressive FP&A, corporate finance, strategic finance, or financial analysis experience, including complex modeling and executive reporting.
• Experience leading budgets, rolling forecasts, long-range plans, management reporting, and variance analysis for a multi-entity, multi-location, or high-growth organization.
• Advanced Excel required, including complex formulas, lookups, pivot tables, Power Query or similar tools, scenario analysis, and driver-based modeling.
• ERP experience required; NetSuite strongly preferred. Power BI, Tableau, Adaptive Planning, Planful, Anaplan, or similar BI or planning tools are preferred.
• Healthcare, behavioral health, multi-site services, private-equity-backed, or other high-growth experience preferred; Paycom or other HRIS data experience is a plus.
• Excellent written, verbal, presentation, project-management, and stakeholder-management skills required; must meet Company background, privacy, security, and compliance requirements.

Benefits

• Competitive base salary
• Quarterly performance bonus
• 15 days PTO (120 hours)
• 5 paid sick days (40 hours)
• 9 paid holidays (72 hours)
• 401(k) with company match
• Comprehensive medical, dental, and vision coverage with up to 80% of premiums covered by the company (varies based on coverage level)
• HSA with company contribution
• Tuition reimbursement and CEU support
• Company-paid life insurance + voluntary supplemental options