Financial Analyst

Financial AnalystThe 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.Core competencies include advanced knowledge of FP&A, driver-based forecasting, budgeting, financial modeling, management reporting, and performance measurement. Strong business acumen and the ability to connect operating drivers to financial results across a multi-entity, multi-state, high-growth organization are required. Executive-ready communication, data storytelling, sound judgment, confidentiality, accountability, and constructive challenge are also essential. Advanced Excel capability, systems and data discipline, and the ability to build repeatable models, dashboards, scorecards, and documentation are necessary. Calm urgency, independent problem-solving, cross-functional influence, and prompt escalation of material risks, opportunities, or data limitations are also required.Core responsibilities include leading consolidated and entity-level annual budgeting, monthly rolling forecasts, and long-range planning for 10 companies, including assumptions, submissions, reviews, and final reporting. Driver-based models for revenue, clinician capacity and utilization, productivity, labor and headcount, benefits, sales, operating expense, growth, profitability, EBITDA, and cash flow are to be built. Actual results against budget, forecast, prior year, and operating drivers are to be analyzed; root causes, quantified impacts, and recommended performance actions are to be identified. Executive reporting packages, dashboards, presentations, and commentary are to be prepared that clearly communicate performance, trends, risks, opportunities, and outlook. Decision support for hiring, compensation, pricing, resource allocation, market expansion, contracts, capital needs, and strategic initiatives or diligence as assigned is to be provided.Required qualifications include a bachelor's degree in finance, accounting, economics, business, data analytics, or a related field required; MBA, master's degree, CPA, or CFA preferred. Five or more years of progressive FP&A, corporate finance, strategic finance, or financial analysis experience, including complex modeling and executive reporting is required. Experience leading budgets, rolling forecasts, long-range plans, management reporting, and variance analysis for a multi-entity, multi-location, or high-growth organization is required. 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 is required. 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 include 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 include regularly sitting, standing, walking, talking, hearing, typing, and viewing 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 includes daily, weekly, and monthly 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. 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.