Senior Financial Analyst

Job Description

Job Description

Company Background:

Founded in 2005, Medical Guardian is a fast-growing digital health and safety company on a mission to help people live a life without limits. With 13 consecutive years on the Inc. 5000 list of Fastest Growing Companies, we’re redefining what it means to age confidently and independently. 

We support over 625,000 members nationwide with life-saving emergency response systems and remote patient monitoring solutions. Trusted by families, healthcare providers, and care managers, our work is powered by a culture of innovation, compassion, and purpose. 

Medical Guardian boasts a 95% customer satisfaction rate, a #1 ranking on 16 medical alert consumer choice sites and achieves a 4.7+ star rating on Google Reviews.

Position Overview:

Medical Guardian is scaling its financial planning & analysis team in preparation for accelerated growth. The Senior Financial Analyst position is a newly created role that will report to the to-be-hired Senior Finance Manager / Finance Manager. This is a highly visible and critical cross-functional role driving operational execution across Medical Guardian.

Successful candidates thrive in fast-paced, dynamic environments and are comfortable with change. They have a strong business acumen and the ability to apply it to complex scenarios. They can concisely and precisely provide and / or present financial information to cross-functional leaders. They have strong intellectual curiosity, always asking why and not afraid to question the status quo. They have a high level of attention-to-detail and strong written and verbal communication skills. They model resilience when faced with something new, complex or challenging. They can influence key financial and funding decisions.

Responsibilities:

• Support the preparation of monthly operational and KPI reporting (total company, business unit, and customer segment levels)
• Support the preparation of monthly financial reporting package (3-statement model, monthly business review deck, monthly financial template for PE-ownership)
• Effectively collaborate with the accounting team on month-end general ledger close, including analysis of actual results vs budget or forecast
• Support the preparation of annual budgets and quarterly re-forecasts
• Support the preparation of rolling cash flow forecasts, including reconciling forecasted cash flows to forecasted financial results
• Support the preparation and refresh of long-term strategic financial plans as requested
• Create financial models and business cases to support strategic decision-making as requested
• Develop volume and rate analysis to enhance understanding of variance drivers, variable vs fixed cost structures, and margin rates
• Partner with the technology team to enhance automated reporting capabilities
• Prepare ad hoc analysis as requested

Essential Qualifications:

Education

• Bachelor’s Degree in Accounting, Finance, or Business Administration required
• MBA is preferred
• CPA or CFA is preferred

Work Experience

• A minimum of 4 years of professional experience in progressive financial planning & analysis roles is required
• Experience in high-growth private equity-owned business is preferred
• Experience in direct-to-consumer recurring revenue business models is preferred

Skills

• Advanced Excel skills for financial modeling is required
• Advanced PowerPoint skills for reporting, data visualization, and presentations is required
• Understanding of accounting principles, financial statements, financial analysis and financial modeling is required

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Paid Time Off (Vacation, Sick Time Off & Holidays)
• Company Paid Short Term Disability and Life Insurance
• Retirement Plan (401k) with Company Match