Financial Analyst

The Company You’ll Join OCD Anxiety Centers has a true passion for bringing help and hope to some of the most underserved clinical populations. We strive to change the lives of individuals and their families who have been suffering from unrelenting anxiety, disturbing and terrifying thoughts, uncontrollable worry, exhausting behaviors and rituals, and avoidance that keeps them from living their lives. We are an evidence-based practice, which means we do what works, we stay up to date with scientific research, and we regularly attend international training to keep us at our very best. Our Investment in You Competitive base salary Quarterly performance bonus Generous paid time off: 15 days PTO (120 hours) 5 paid sick days (40 hours) 9 paid holidays (72 hours) 401(k) with company match Comprehensive medical, dental, and vision coverage with up to 80% of premiums covered by the company (varies based on coverage level) HSA with company contribution Tuition reimbursement and CEU support Company‑paid life insurance + voluntary supplemental options Paid, specialized training from day one Ongoing professional development and advancement pathways The Team You’ll Work With We act with integrity and communicate honestly and openly We are passionate about meeting the company’s needs and delivering for our clients We are accountable for all our own actions We work together as a team and are committed to excellence and innovation We respect each other and celebrate our diversity The Purpose of your Role The Financial Analyst leads enterprise FP&A, management reporting, forecasting, budgeting, and decision support across 10 companies in a fast‑growing mental health organization. The role translates financial and operating data into insights for the Controller and business leaders, builds scalable models and dashboards, and supports growth, labor, profitability, cash flow, and resource‑allocation decisions. Key Performance Indicators and Reporting Monthly management reporting and budget‑to‑actual, forecast, and prior‑year variance analyses are completed within the approved calendar with at least 98% data and formula accuracy. Annual budgets, rolling forecasts, and long‑range plans are completed on schedule, with assumptions documented and reconciled to source systems and the general ledger. Consolidated and entity forecasts for revenue, labor, operating expense, EBITDA, cash, and headcount meet approved accuracy thresholds, with material variances explained and actions identified. Financial and operational dashboards for clinician capacity, utilization, productivity, staffing, revenue, sales, and entity performance are refreshed on schedule and reconcile to approved data. Decision‑support models and scenarios are delivered by agreed deadlines with clear assumptions, sensitivities, risks, opportunities, and recommendations. Quarterly improvements are implemented or proposed for automation, data quality, reporting clarity, controls, and forecast efficiency. Upon achieving these key performance indicators, your supervisor will meet with you to review progress and collaborate on establishing new performance goals that reflect continued growth and excellence. Core Competencies Demonstrate advanced knowledge of FP&A, driver‑based forecasting, budgeting, financial modeling, management reporting, and performance measurement. Demonstrate strong business acumen and the ability to connect operating drivers to financial results across a multi‑entity, multi‑state, high‑growth organization. Demonstrate executive‑ready communication, data storytelling, sound judgment, confidentiality, accountability, and constructive challenge. Demonstrate advanced Excel capability, systems and data discipline, and the ability to build repeatable models, dashboards, scorecards, and documentation. Demonstrate calm urgency, independent problem‑solving, cross‑functional influence, and prompt escalation of material risks, opportunities, or data limitations. Core Responsibilities Primary Role Execution Lead consolidated and entity‑level annual budgeting, monthly rolling forecasts, and long‑range planning for 10 companies, including assumptions, submissions, reviews, and final reporting. Build driver‑based models for revenue, clinician capacity and utilization, productivity, labor and headcount, benefits, sales, operating expense, growth, profitability, EBITDA, and cash flow. Analyze actual results against budget, forecast, prior year, and operating drivers; identify root causes, quantify impacts, and recommend performance actions. Prepare executive reporting packages, dashboards, presentations, and commentary that clearly communicate performance, trends, risks, opportunities, and outlook. Provide decision support for hiring, compensation, pricing, resource allocation, market expansion, contracts, capital needs, and strategic initiatives or diligence as assigned. Financial Planning, Reporting and Systems Maintain controlled models and reports with clear source data, assumptions, version history, review evidence, and reconciliation to the general ledger and approved systems. Use advanced Excel, NetSuite or an equivalent ERP, Paycom and other operating data, and BI or planning tools to integrate data and automate recurring analysis and reporting. Partner with Accounting during close to validate results, review accruals and classifications, investigate material variances, and improve management reporting. Develop standard KPI definitions, data‑quality checks, dashboards, scorecards, procedures, and controls that make planning and reporting scalable and repeatable. Cross‑Functional Collaboration Partner with the Controller and Finance, Accounting, HR, Clinical, Operations, Sales, Marketing, and other leaders to translate strategy into measurable assumptions and forecasts. Lead or support business performance reviews, challenge assumptions constructively, document decisions and actions, and update forecasts as information changes. Escalate material risks, opportunities, missing data, unclear ownership, control concerns, or forecast changes with quantified impact and recommended next steps. Required Qualifications Bachelor’s degree in finance, accounting, economics, business, data analytics, or a related field required; MBA, master’s degree, CPA, or CFA preferred. 5+ years of progressive FP&A, corporate finance, strategic finance, or financial analysis experience, including complex modeling and executive reporting. Experience leading budgets, rolling forecasts, long‑range plans, management reporting, and variance analysis for a multi‑entity, multi‑location, or high‑growth organization. Advanced Excel required, including complex formulas, lookups, pivot tables, Power Query or similar tools, scenario analysis, and driver‑based modeling. Strong understanding of the income statement, balance sheet, cash flow statement, GAAP reporting, and the link between operating metrics and financial outcomes. ERP experience required; NetSuite strongly preferred. Power BI, Tableau, Adaptive Planning, Planful, Anaplan, or similar BI or planning tools are preferred. Healthcare, behavioral health, multi‑site services, private‑equity‑backed, or other high‑growth experience preferred; Paycom or other HRIS data experience is a plus. Excellent written, verbal, presentation, project‑management, and stakeholder‑management skills required; must meet Company background, privacy, security, and compliance requirements. Skills And Expertise FP&A; driver‑based budgeting, forecasting, and long‑range planning; three‑statement, scenario, and sensitivity modeling; management reporting and KPI analysis; advanced Excel; ERP, BI, and planning tools; data visualization; executive communication; multi‑entity analysis; automation; and controls. Physical Demands Regularly sit, stand, walk, talk, hear, type, and view computer screens for extended periods. Use standard office equipment including computer, phone, scanner, printer, video platform, secure systems, and shared drives. Communicate by phone, video, email, messaging, and in person with employees, leaders, vendors, and internal departments. Occasionally lift or move office materials up to approximately 15 pounds, with reasonable accommodation as required by law. Protect confidential health, employee, financial, strategic, and company information. Reporting Daily Material exceptions affecting revenue, labor, headcount, cash, volume, forecasts, data feeds, or reporting deadlines. Time‑sensitive model, dashboard, and data‑quality updates required for leadership decisions, forecasts, or close. Same‑day escalation of material variances, forecast risks, data failures, control concerns, or business changes. Weekly Performance pulse covering revenue, clinician utilization, productivity, labor, headcount, sales, cash, and entity trends. Forecast assumptions, decisions, data dependencies, and action items with owners, due dates, and impacts. FP&A projects, models, dashboards, automation, and reporting deliverables against the approved calendar. Monthly Consolidated and entity management reporting: income statement, cash‑flow insights, variances, KPIs, and commentary. Rolling forecast and bridge for revenue, labor, operating expense, EBITDA, cash, headcount, and key drivers. Profitability and performance analysis by company, region, location, department, or service line. Model, dashboard, and source‑data reconciliation, quality review, and unresolved‑item plan. Quarterly and annual, as due: reforecasts, scenarios, long‑range plan, annual budget, leadership or board support, and improvement roadmap. Disclaimer OCD Anxiety Centers has not designed this job description to contain a comprehensive list of all activities, duties, or responsibilities required of the employee. The Company may change, remove, or assign duties, responsibilities, and activities at any time, with or without notice, based on business needs, growth, compliance requirements, and operational priorities. Equal Employment Opportunity Commission Statement OCD Anxiety Centers is committed to providing equal employment opportunity for all employees and applicants without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. This applies to all aspects of employment, including recruitment, hiring, job assignments, promotions, working conditions, scheduling, benefits, compensation, disciplinary action, termination, and social, educational, and recreational programs. #J-18808-Ljbffr