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Senior Financial Analyst

Millennium Physician Group
Fort Myers, United Statesfull_timeVerifiedPosted 24 Mar 2025

About the role

Millennium Physician Group is seeking to hire a full-time Senior Financial Analyst to join the Accounting/Finance team in the Fort Myers, FL area. We are looking for a new team member who is positive, energetic, well-organized, can multi-task, and think outside of the box. We want someone who supports our top initiative of ensuring an excellent patient experience!


Summary

The Sr. Financial Analyst supports all reporting, analysis and financial planning efforts of the company. This position will use billing/practice management, financial and other company systems to create and run reports on operational performance and financial metrics. These reports will be used to analyze the information to draw out a business recommendation. This position communicates their findings to management in a way that is concise and in actionable form. The position will play a large role in the monthly revenue close process, monthly financial reporting and monthly investor presentation. They will also be heavily involved in the annual planning process, as well as the quarterly company forecast process. Ad hoc and other administrative functions may also be required to support the department on an as needed basis.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Completes weekly, monthly, quarterly, annual and ad-hoc management reports and analysis:
  1. Financial statement
  2. Investor board deck
  3. Annual operating plans
  4. Quarterly forecast
  5. Revenue reports
  6. Ad hoc financial analysis
  7. Performance metrics
  8. Visit reports and analysis
  9. Physician scorecards and supplemental data
  10. Ancillary utilization reports
  11. Department financials and GL backup
  12. Reporting system maintenance
  13. Field reporting ad hoc requests
  14. Other miscellaneous reports as required
  • Maintains all reports, data models and raw data storage in a timely and accurate manner.
  • Is the go-to expert regarding system data and report building
  • Is the point contact for all report requests from the field and physician offices
  • Works with practice managers to communicate, distribute and analyze various physician performance data
  • Performs other reporting, analytical, financial or administrative tasks as may be required by the CFO or Director of Financial Planning, Analysis and Reporting

Education and/or Experience

Bachelor's degree from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills

To perform this job successfully, an individual should have knowledge of Microsoft Spreadsheet software; Microsoft Word Processing software and Sage Accounting software.

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment

The work

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Company

Millennium Physician Group

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