What are the responsibilities and job description for the Financial Planning Analyst position at Performance Home Medical?
Job Details
Description
Performance Home Medical has been a leader in medical supplies and services since 1995.
At Performance Home Medical (PHM), our patients come first. Using the latest technology and best clinical support, we help our patients take control of their conditions and live longer and healthier.
We are seeking a dynamic and driven Financial Planning and Analysis Analyst who thrives in a collaborative, results-oriented environment and is eager to make a meaningful impact.
This position is based ideally in the Greater Houston area.
We’ve got a fun, positive, performance-oriented team. We offer a competitive salary with performance incentives and a great career path.
SUMMARY:
The Financial Planning and Analysis Analyst works with the finance team and collects and analyzes financial data to help PHM plan and make decisions. The FP&A Analyst will create financial models, reports, and forecasts, and provide insights to help the company improve its performance.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Includes the following duties as well as other tasks that may be assigned as needed:
- Gather data: Collect financial and operational data from various sources, including accounting, project management, and CRM software.
- Build models: Create financial models, forecasts, and variance analyses, create budgets and ROIs for use in the Project Management Office (PMO), reconciling back to financial statements.
- Analyze data: Identify trends, anomalies, and opportunities for improvement.
- Communicate results: Present financial information to stakeholders in clear, concise reports.
- Support decision-making: Provide actionable insights and recommendations for executive leadership.
- Monitor performance: Track and analyze key performance indicators (KPIs) to identify variances and opportunities for improvement.
- Develop long-term plans: Collaborate with departments to develop long-term financial plans.
- Mentor junior analysts: Share knowledge and help junior analysts develop their skills.
- Perform any other specific duties/tasks assigned by the CFO.
Qualifications
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
Bachelor’s degree (B.A.) from a four-year college or university; and 7 years related experience and/or training; or equivalent combination of education and experience in finance.
