Senior Financial Analyst

This role is with a direct client of Aprio Talent Solutions.

• Role Title: Senior Financial Analyst
• Location: Atlanta, Ga (Cumberland area near Truist Park)
• Hybrid schedule: 3 days onsite (Mon, Tues, Thurs) and 2 days remote

• Employment Type: Full-Time / Permanent
• Client Industry: Healthcare

• Compensation: $100,000-110,000 + 10% bonus
• Benefit perks: 15 days PTO year one, 401k match (4%) and 80% healthcare paid by employer

*****Must have an MBA, CPA or CFA to be considered*****

Summary:

Our client is seeking a Senior Financial Analyst to own the annual budget, quarterly forecast, and monthly board reporting package for a growing healthcare services organization that supports hospitals nationwide. This is the second hire on a small FP&A team, reporting to the Manager of FP&A with direct visibility to the CFO and CEO. Strong candidates bring expert-level Excel modeling and the ability to explain what is driving the numbers, not just report them.

• Why It's Worth Your Time
• Build and own the budget and rolling forecast for the business rather than supporting someone else's model.
• Present financial trends and recommendations directly to executive leadership and the board.
• Second hire on a two-person FP&A team, with immediate scope and no layers between you and the CFO.
• All planning is currently spreadsheet-based, with an FP&A tool evaluation underway and the chance to help shape it.
• Growing organization expanding into new service lines and markets.

• What You'll Own
• Prepare the annual budget and quarterly forecast submissions, and coordinate deliverables and timelines with functional leaders.
• Update financial projections between forecast cycles to reflect attrition, new business starts, and contract changes.
• Build the monthly financial statement review package for the board with minimal supervision.
• Explain variances in actuals against forecast and budget to finance and operations partners.
• Manage the monthly cash forecast and partner with Billing to improve cash realization and liquidity.
• Maintain attrition and liquidity scorecards and track new client starts and terminations.
• Run the Monthly Operations Review, document action items, and deliver recommendations to the CEO and CFO.
• Serve as the liaison between Finance and IT on system and data changes.

• Must-Haves
• 4–6+ years of progressive FP&A or financial analysis experience.
• Bachelor's degree in Accounting or Finance.
• MBA, CPA or CFA required.
• Experience in professional services, SaaS, staffing, outsourced services, or healthcare services, with comparable financial modeling.
• Expert-level Excel, including models built from scratch and heavy lookup work.
• ERP experience, with financial planning performed outside the system (Sage ERP is preferred)
• Demonstrated experience building and presenting board or executive-level financial materials.
• Exposure to contract-based or recurring-revenue business models.

• Nice to Have
• Sage ERP experience.
• Involvement in selecting or implementing an FP&A planning tool.
• Monthly cash forecasting and liquidity reporting experience.
• Healthcare or hospital-facing business experience.