Job Summary:
The Senior Financial Analyst role offers a valuable opportunity to grow within a fast-paced, private equity-backed healthcare organization. As part of a small, agile team, you will work closely with senior executives and contribute to key business decisions through high-impact analysis and support.
This role will involve a variety of projects and responsibilities, including budgeting and forecasting, monthly and quarterly analysis and reporting, and operational improvements across our clinic network.
Duties/Responsibilities:
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Financial and Operational Planning –Collaborate with business and clinic leaders to support the annual budgeting process quarterly latest estimates, and ongoing forecasting across cash and capital plans
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Financial and Operational Analysis –Perform in-depth monthly/quarterly/annual analysis of cashflow drivers and working capital trends impacting business results; partner with stakeholders to translate insights into actionable recommendations for both short-term and long-term decision making.
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Analytics– Support the monitoring and optimization of the company’s liquidity position, including analysis of cash flow drivers; assist in analyzing cash positioning to support operational needs and strategic initiatives; contribute to the oversight of financial infrastructure
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Forecasting & Capital Planning – Maintain and enhance cash flow forecasts to support decision-making and capital planning; partner with stakeholders to ensure appropriate levels of liquidity are maintained to support growth and risk management objectives
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Strategic Planning&Opportunity Analysis –Evaluate opportunities, compile research, develop detailed financial models and presentations in a good story-telling manner, and support the business in determining action items based on priority ranking; support analysis related to capital structure, cost of capital, and financing strategies while also monitoring financial metrics relevant to lenders and internal stakeholders
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Investor/Board and Internal Reporting –Contribute to board materials, investor updates, and executive presentations, including clear communication of financialperformance and capital insights; support the development of dashboards and reporting tomonitorkey financial and operational metrics
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Technology and Efficiency –Identify and implement opportunities to enhance financial processes, reporting automation, and data quality across systems; support initiatives to streamline financial workflows, including integration of financial and operational data
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Ad hoc Analysis–Perform analysis and modelling to support investment, financial, and/or operating decisions.
Required Skills/Abilities:
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Demonstrated experience in complex financial modelling, forecasting, and conducting fundamental research
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Strong analytical and creative problem-solving skills
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Advancedproficiencywith Excel; experience with Power BI, Adaptive Insights, and NetSuiteisan asset
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Ability to work with complex, evolving systems and large, varied data sets
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Strong attention to detail with a commitment to accuracy and quality
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Proven ability to manage multiple priorities, adapt to changing requirements, and make effective decisions under pressure
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Self-starter who thrives in a fast-paced environment and can work independently with minimal supervision
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Strong interpersonal and communication skills, with the ability to receive and act on constructive feedback
Education and Experience:
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Post-secondary education in Business, Finance, Economics, Math, Statistics, Strategy, or a related quantitative discipline
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CPA, CA designation (or equivalent) preferred
