Financial Modeling and Trend Analyst

Financial Modeling And Trend Analyst

At Mission Pet Health, our passion for pets and their families fuels our ambition to build the world's greatest veterinary organization. We are in a pivotal moment of growth, scaling toward 1,000 locations with a forward-thinking team of more than 20,000. We are making strategic investments in our people, cutting-edge technology, and core systems to prepare us for the future. This is where you come in. We need a visionary problem-solver who excels at building scalable systems and is eager to be a vital part of a company with incredible momentum.

*Please note that this in an onsite role in our Birmingham, Alabama office.

Your Impact as a Financial Modeling and Trend Analyst

The Financial Modeling and Trend Analyst is responsible for projecting key performance indicators and using those projections to drive models that detail expected business performance across various levels of the organization. This role provides critical information to the entire organization, including senior leadership, investors, functional teams, and operators. The ideal candidate exhibits curiosity, a willingness to test and learn from failure, disciplined modeling behaviors, and comfortability presenting and defending their work product to senior leaderships.

KEY SUCCESS METRICS

Establishment of processes and documentation for new and existing work streams

Timeliness and Accuracy of reporting

"Buy-in" of key stakeholders to forecast outputs

KEY RESPONSIBILITIES

Project key performance indicators for the business, and communicate how those projections affect future performance

Conduct scenario analysis to communicate a range of possible outcomes

Sensitivity test key variables to understand where the risk/opportunity is in the business

Use various tools, including but not limited to Python, R, Power BI, and Excel, for projections and modeling

Develop executive-ready presentations in PowerPoint that communicate financial forecasts and associated KPIs

Collect feedback from business partners and incorporate into the modeling

Make reasonable decisions/assumptions where data inconsistencies or gaps may exist

Create and maintain comprehensive process documentation

Drive process improvement and automation wherever able

ROLE COMPETENCIES

Operational Execution

Takes ownership of responsibilities and follows through on commitments

Provides timely updates and responses to stakeholder requests

Consistently follows established procedures and maintains high-quality standards

Proactively catches errors and maintains rigorous data accuracy standards

Effectively prioritizes tasks to meet deadlines and service level expectations

Creates clear, comprehensive documentation that others can easily follow

Identifies opportunities to automate manual tasks and streamline workflows

Financial Stewardship

Uses organizational resources efficiently for business related activities

Cross-Functional Collaboration

Builds positive working relationships with FP&A, Operations, HR, Analytics, Investor Relations, Business Intelligence, and Accounting teams

Contributes to a collaborative environment and supports colleagues when needed

Change Management

Welcomes feedback and suggestions for improving workflows

Adapts quickly when priorities shift or processes change

Responds quickly to source data changes, including ERP transitions

Works through different types of "bad data" including gaps, missing observations, and structural changes

Communication

Creates user-friendly guides, training materials, and process documentation

Develops professional, engaging presentation decks that effectively convey information

Seeks to understand needs before providing solutions or recommendations

Communicates clearly and professionally in all written correspondence

WAG Values

Leads with respect, integrity, and accountability

Treats others with empathy and respect

Exemplifies and leads the team to align with WAG values

Collaborates with the team to focus on solutions

Finds a way to say yes

Responsibilities and Benefits

REQUIRED EXPERIENCE AND EDUCATION

• Bachelor's degree in Mathematics, Data Science, Economics, Business Analytics or related field
• 3 or more years of experience in an analytical role
• Experience with utilizing AI tools to automate and build processes.
• Experience with Python, R, SQL
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
• Strong attention to detail with demonstrated ability to maintain data accuracy
• Excellent organizational skills with the ability to manage multiple tasks and deadlines
• Reside in Birmingham, Alabama and work onsite.

How You're Supported

As part of the Mission Pet Health family, you get the stability of a local practice backed by the comprehensive benefits and resources of a larger network. The focus is on investing in you, so you can focus on what you love. Note: Our comprehensive benefits package is designed to support you at every stage. Eligibility for specific benefits varies based on your role and hours worked.

Competitive Compensation

A competitive hourly rate or salary based on your experience and role.

Health & Wellbeing

We offer comprehensive coverage options including Medical, Dental, and Vision insurance, along with access to our Employee Assistance Program (EAP) for all teammates.

Financial Security

Plan for your future with our 401k retirement options and additional financial protection benefits like Life Insurance and Disability coverage.

Commitment to Growth

We support your career goals with opportunities for professional development, including educational assistance for qualified teammates to enroll in AVMA-accredited veterinary technician programs.

The Power of a Network

Join a nationwide community of over 20,000 veterinary professionals who share a passion for collaboration, career growth, and sharing best practices.

Valuable Perks

Enjoy discounted veterinary care for your own pets, access to an online discount platform, and free 24/7 access to doctors through Teladoc.

About Mission Pet Health

Mission Pet Health was founded by veterinarians on the belief that local practices thrive with clinical autonomy, collaboration, and medical excellence. The organization provides world-class support to its 850+ hospital teams on a hyper-local basis so they can focus on what matters most: the medicine, their patients, and their team culture. Learn more at missionpethealth.com.

Driving the award-winning culture are the WAG values – Work Together, Amaze, and Grow . Mission Pet Health is veterinarian-led, people-focused, and on a mission to be the best place to work in veterinary medicine. We are proud to be recognized as a 2025 "Most Loved Workplace," ranked #2 in America's Top 100 and #1 in veterinary care.

Reasonable Accommodations: Applicants with disabilities may be entitled to reasonable accommodation. Please contact View email address on click.appcast.io with your request and contact information.

EEO Statement: Mission Pet Health is an equal opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees.