QUALIFICATIONS:

• Bachelor’s degree in Finance, Accounting, Business Analytics, or a related field (MBA or CPA preferred).
• 7+ years of progressive experience in FP&A, corporate finance, or business analysis roles.
• Strong proficiency in Power BI, including report building, dataset management, and dashboard optimization.
• Advanced Excel skills, including financial modeling, scenario analysis, and model auditing.
• Experience with ERP and financial systems (e.g., Sage Intacct, Oracle, SAP) and understanding of data structures.
• Experience in multi-site healthcare, veterinary services, or services-based operations is a plus.

• Own the forecasting, and analysis process for key business segments; ensure outputs are accurate, insightful, and drive strategic action.
• Prepare and deliver accurate monthly, forecasting, and variance analysis for key business segments.
• Support business partners and senior leadership by translating financial results into insights that explain trends, drivers, and performance impacts.
• Lead the development and refinement of the annual budget, rolling forecasts, and long-range financial plans.
• Analyze large and complex datasets to identify correlations, patterns, and potential areas of opportunity or concern.
• Build and maintain Power BI dashboards to visualize key metrics (e.g., revenue, margin, utilization, clinic performance) and support decision-making.
• Respond to open-ended analytical requests (e.g., “Can you see if there’s a correlation here?") and present structured findings.
• Collaborate with functional leaders across departments to validate data inputs, assumptions, and results.
• Improve planning and reporting processes by identifying automation opportunities and enhancing data workflows.
• Contribute to executive-level reporting materials and presentations with clarity and polish.
• Support and guide analyst-level team members on best practices in modeling, reporting, and analysis.
• Perform additional tasks and ad hoc projects as assigned.