This private equity–backed, multi-site healthcare organization operates across several regional practices. They are looking for a Senior Financial Analyst who will be a core member of the corporate finance team, serving as a financial partner to Regional leadership while supporting platform-level planning, reporting, and transaction activity.

This role sits at the intersection of FP&A, physician economics, and lender and sponsor reporting. The successful candidate will leverage Vena, Excel, and AI tooling to deliver analysis with a high standard of accuracy and speed, and will have direct visibility with the CFO, the sponsor, physician partners, and the Board of Directors.

Key Responsibilities

Regional Financial Support

• Serve as finance business partner to assigned regions; deliver monthly performance analysis, variance explanations, and operating insight to practice and platform leadership.
• Analyze revenue drivers including payer mix, provider productivity, service line mix, charge lag, gross collection rate, and volume trends using practice management and EMR data (NexTech).
• Support revenue cycle analytics including AR aging, DSO, denials, and collection performance.
• Build and maintain provider-level economics, new provider ramp models, and physician recruiting pro formas.

Partner Compensation

• Own the preparation, review, and distribution of physician partner compensation calculations on the established cycle.
• Maintain compensation models in alignment with executed employment and acquisition agreements; document assumptions and maintain a clear audit trail.
• Prepare partner-facing schedules and serve as a first-line resource for compensation questions, escalating sensitive matters to the VP of Finance.

Budgeting and Forecasting

• Support the annual budget and periodic reforecast cycles in Vena across Revenue, Workforce Compensation, and Operating Expense workstreams.
• Coordinate inputs from regional and functional leaders, enforce timelines, and reconcile submissions to platform targets.
• Maintain and enhance Vena models, hierarchies, templates, and data integrity; act as a power user and internal resource for the tool.

Monthly, Quarterly, and Annual Reporting

• Prepare the monthly consolidated management review package, including EBITDA bridges, KPI dashboards, and regional-level P&L appendices.
• Partner with Accounting through close, including accrual support, flux analysis, and GAAP-to-management-basis reconciliation.
• Prepare quarterly sponsor reporting packages and annual reporting deliverables.

Board and Lender Reporting

• Support preparation of Board of Directors materials, including financial summaries, KPI reporting, and supporting exhibits.
• Assist with credit agreement compliance, including covenant calculations, compliance certificates, MD&A, and lender information requests.

Transactions and Diligence

• Support acquisition diligence, quality of earnings coordination, and integration of newly acquired practices onto platform reporting.
• Prepare and administer earnout calculations in accordance with executed purchase agreements.
• Support sponsor and prospective investor diligence requests, including tracker maintenance and response coordination.

Capital and Ad Hoc Analysis

• Build capital expenditure business cases and Investment Committee materials, including ROI, payback, peer benchmarking, and sensitivity analysis.
• Perform scenario and sensitivity modeling to support strategic decisions such as de novo sites, service line expansion, real estate, and staffing models.
• Support cash flow forecasting and working capital analysis as required.
• Take on ad hoc projects and special requests from the CFO, VP of Finance, sponsor, and Regional leadership.

Process and Technology

• Identify and implement automation and process improvements across recurring reporting and modeling workflows.
• Use AI tools to accelerate analysis, drafting, data manipulation, and document production, applying appropriate review and quality control.
• Document processes and maintain reporting standards, templates, and brand-compliant deliverables.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• Four to seven years of progressive experience in FP&A, corporate finance, accounting, transaction advisory, or investment banking.
• Advanced Excel skills, including complex financial modeling, large data set manipulation, Power Query and pivot-based analysis, and disciplined model design.
• Hands-on experience with Vena or with a demonstrated willingness to own the tool.
• Demonstrated, practical use of AI tools within a finance or analytical workflow, paired with sound judgment regarding verification and appropriate use.
• Strong working knowledge of financial statements and GAAP fundamentals, including the ability to reconcile management reporting to GAAP results.
• Excellent written and verbal communication skills, including the ability to build clean, executive-ready presentations.