Warbird Healthcare Advisors
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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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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