Financial Analyst

Norstrem Associates recruits key financial and administrative professionals for companies throughout Central Florida. We are one of the most established boutique firms in Florida and have worked with upwardly mobile professionals since 1998.

Our client, a Tampa-based family office with operating and investment holdings, has asked us to recruit a Financial Analyst. This role supports the Vice President of Strategic Finance and splits its time between a growing healthcare technology startup and the family office’s broader portfolio. It is a strong opportunity for an analytically minded early-career professional who wants exposure to startup operations, investment analysis, and senior leadership.

POSITION SUMMARY

The Financial Analyst provides financial and operational analysis, reporting, and modeling. The analyst serves as a day-to-day partner to the VP of Strategic Finance and to operating leaders at the healthcare technology company. The analyst also supports financial analysis across the family office’s other holdings.

Working closely with the VP and management teams, this position tracks performance trends, builds and maintains financial models, and turns data into clear insights that support better decisions on growth, cost, and capital allocation. The role offers broad exposure and a steep learning curve in a small, entrepreneurial, high-trust environment.

This is a 100% in-office role at our client’s Tampa office near the airport. It reports to the VP, Strategic Finance. Minimal travel is expected.

ESSENTIAL FUNCTIONS: To perform this job, an individual must perform each essential function satisfactorily with or without reasonable accommodation.

Healthcare technology startup

• Build and maintain financial models, including budgets, forecasts, and cash flow projections, to support planning and decision-making.
• Analyze key operating and financial metrics (such as revenue, margins, customer and contract performance, burn rate, and runway) and prepare monthly reporting packages for leadership.
• Perform budget-to-actual and variance analysis; identify drivers, flag outliers, and recommend actions.
• Work with the startup’s operational leaders to understand the business and translate operational activity into financial impact.
• Support pricing, unit economics, and scenario analysis for new products, customers, and contracts.
• Assist with fundraising and board materials, including financial summaries and supporting analysis.

Family office holdings

• Prepare financial analysis and performance reporting across the family office’s portfolio of operating businesses and investments.
• Support the evaluation of new investments and acquisitions through financial modeling, due diligence analysis, and market and comparable research.
• Consolidate and analyze data from multiple entities and sources; assist with portfolio-level reporting (and cash and liquidity tracking).
• Prepare ad hoc analyses and executive summaries for the VP and principals.

General

• Work closely with the accounting team and outside advisors to ensure data accuracy and timely reporting.
• Help improve and automate reporting processes, templates, and analytical tools.
• Handle sensitive financial and family information with absolute discretion.
• Regular and reliable in-office attendance.
• Perform other duties as assigned.

KNOWLEDGE, SKILLS & ABILITIES: The requirements listed below are representative of the knowledge, skills, and abilities required.

Education: Four-year degree in Finance, Accounting, Economics, Business, or a related field from an accredited university required. Progress toward or completion of a CFA, CPA, or MBA is a plus.

Experience & Abilities:

• 1+ years of experience in financial analysis, FP&A, corporate finance, investment banking, accounting, or a related field. Internship or co-op experience combined with strong coursework will be considered for exceptional candidates.
• Advanced Excel skills, including financial modeling, pivot tables, lookups, and formula-driven analysis. Experience with Power BI, Tableau, or SQL is a plus.
• Strong working knowledge of financial statements and core finance concepts (budgeting, forecasting, cash flow, valuation basics).
• Experience with a startup, technology, or healthcare environment is a plus, as is exposure to private equity, venture capital, or M&A analysis.
• Strong written and verbal communication skills, with the ability to explain numbers clearly to non-finance partners and senior executives.
• Detail-oriented and organized, with sound judgment, intellectual curiosity, and a sense of ownership.
• Comfortable in a small, fast-moving team with changing priorities.
• Ability to work with confidential information on a very discreet basis.
• Ability to work in the office every day, as this is neither a remote nor a flexible work arrangement.

Please note: While candidates are encouraged to apply, due to the high demand nature of this position only those candidates specifically matching the above mentioned criteria will be contacted for interview. Only candidates local to Tampa Bay will be contacted.