Financial Analyst

Overview

This is a hybrid position. Must be local to Plano, TX office. 

 

Position is open to new grads with a Finance or Accounting background.  The ideal candidate will have 0-3 years of experience.

 

Summary: 

This position plays a key role for the Company, supporting the organization’s operational analytics for the FP&A team. This individual will support the FP&A Department with KPIs, variance analysis, Business Intelligence (BI) reporting, weekly/monthly reporting packages, post-mortem analysis on actuals versus proformas, and special projects.

 

Essential Duties and Responsibilities:

• Track and maintain relevant KPIs (regional wage rates, Treatment Days, Productivity) for multiple business lines (Skilled Nursing and Senior Living)
• Monitor weekly/monthly KPI trends – delivering financial reporting by Facility and Customer, highlighting patterns, and performing variance analysis against Budget and forecast
• Audit Revenue and Cost of Sale trends for leakage and actionable labor initiatives
• Source Skilled Nursing Facility (SNF) census (patient) details from industry tools for pricing
• Support post-mortem analysis on new business actuals vs. proforma to track and measure bid accuracy on volume, mix, rates, and profitability
• Assist with development of Business Intelligence reports and dashboards
• Drive continuous improvement through reporting accuracy and efficiency (using AI where applicable)
• Attends all mandatory meetings, trainings, and assignments as delegated
• Must conduct self in an ethical, legal, and responsible manner at all times
• Must adhere to the policies, principles, and guidance within the Employee Handbook and Code of Conduct
• Performs other duties and responsibilities as assigned

 

 

Competency:

To perform the job successfully, an individual should demonstrate the following competencies:

• Ability to take independent ownership of processes and initiatives
• Highest standards of accuracy and precision; highly organized
• Articulate with excellent verbal and written communication skills (across all levels of organization)
• Ability to build strong relationships with a diverse population
• Ability to work in a fast-paced, productive work environment

 

 

Education/Experience/Computer Skills:

• Bachelor's degree in Finance or Accounting; MBA highly preferred
• Proficient knowledge of MS Office (Outlook, Word, Excel, Power Point, etc.)
• Solid understanding of relational databases, and experience with BI software
• Working knowledge of Artificial Intelligence in Finance is a plus