Financial Analyst

at  KIPU Health

Kipu is bettering the behavioral health landscape, helping treatment centers achieve the best outcomes and empowering patients and caregivers on every step of the recovery journey. Join us in our work to advance behavioral health care in our communities.
Our innovative solutions support providers in treating addiction, eating disorders and many other behavioral health conditions. Our EMR, CRM and revenue cycle solutions help behavioral health facilities succeed in managing their patients’ entire care journey, but it’s through our people that we truly make a difference.
Position Overview:
We are looking for a dynamic Financial Analyst dedicated to enhancing organizational value through meticulous data analysis. This role involves the formulation and management of key performance indicators (KPIs), the analysis of forecast and budget variances, and the delivery of actionable insights derived from data. Collaborating extensively across the organization, the successful candidate will exhibit a profound capacity for critical analysis and precision, coupled with the ability to thrive under tight schedules.

Key Responsibilities:

• Establish and nurture pivotal relationships with key members of the Senior Leadership Team (SLT) and Executive Leadership Team (ELT), earning the confidence of business stakeholders to bolster strategic decision-making and foster organizational collaboration.
• Drive forecasting process by partnering with various departments to review results, consolidate updates and calculate the business impact that results in a highly predictable and accurate forecasting process.
• Partner closely with various business owners and peers in the Accounting department to evaluate budget variances, strategize on initiatives, and refine forecasting methodologies.
• Generate and disseminate monthly management reports, summarizing financial data succinctly.
• Design and manage a robust financial model to monitor and report on historical Research and Development capital expenditures, ensuring alignment with accounting standards and facilitating precise financial disclosures.
• Develop business cases for new initiatives focusing on structuring it in a way that maximizes the financial benefits while considering the operational impacts on the organization.
• Empower leadership with critical insights by developing, maintaining, and refining business KPIs, and proactively spotting opportunities for operational enhancements.
• Conduct specialized analyses utilizing internal financial systems, transforming data into clear, impactful presentations.
• Leverage Business Intelligence Tools and Dashboard reporting to inform and enhance business decisions.
• Execute specialized analyses and presentations for senior management, facilitating strategic conclusions and recommendations.
• Support the preparation of high-level executive presentations.

Preferred Qualifications and Skills:

• Bachelor’s degree in Finance or Accounting is mandatory.
• At least 2+ years of relevant experience in financial analysis or accounting, preferably with a company that has private equity investors.
• Proven ability to navigate a high-pressure, fast-paced business environment.
• Demonstrated experience in reporting to financial sponsors, particularly within the private equity sector.
• Exceptional prioritization and multitasking abilities in complex operational settings.
• A proactive approach to creating and optimizing business processes.
• Unwavering commitment to detail and accuracy.
• Proficient in building cross-functional relationships across various business areas.
• Strategic and analytical thinker with superior problem-solving and decision-making skills.
• Highest level of integrity and good judgment, with the ability to effectively deal with highly sensitive and confidential information.
• Advanced proficiency in Excel and PowerPoint.
• Capable of managing and analyzing large datasets.
• Familiarity with NetSuite and Power BI is highly desirable.

• Establish and nurture pivotal relationships with key members of the Senior Leadership Team (SLT) and Executive Leadership Team (ELT), earning the confidence of business stakeholders to bolster strategic decision-making and foster organizational collaboration.
• Drive forecasting process by partnering with various departments to review results, consolidate updates and calculate the business impact that results in a highly predictable and accurate forecasting process.
• Partner closely with various business owners and peers in the Accounting department to evaluate budget variances, strategize on initiatives, and refine forecasting methodologies.
• Generate and disseminate monthly management reports, summarizing financial data succinctly.
• Design and manage a robust financial model to monitor and report on historical Research and Development capital expenditures, ensuring alignment with accounting standards and facilitating precise financial disclosures.
• Develop business cases for new initiatives focusing on structuring it in a way that maximizes the financial benefits while considering the operational impacts on the organization.
• Empower leadership with critical insights by developing, maintaining, and refining business KPIs, and proactively spotting opportunities for operational enhancements.
• Conduct specialized analyses utilizing internal financial systems, transforming data into clear, impactful presentations.
• Leverage Business Intelligence Tools and Dashboard reporting to inform and enhance business decisions.
• Execute specialized analyses and presentations for senior management, facilitating strategic conclusions and recommendations.
• Support the preparation of high-level executive presentations