The Financial Analyst will play a key role in supporting the financial health and growth of the company. This role is responsible for financial reporting, budgeting, forecasting, and performance analysis across clinics and service lines, ensuring accurate financial insights that support operational and strategic decision-making.

Key Responsibilities 

● Prepare, review, and analyze monthly and annual financial statements for clinic operations, ensuring accuracy and compliance 

● Lead month-end close activities, including accruals, journal entries, reconciliations, and variance analysis 

● Develop and manage budgets and forecasts for clinics, departments, and service offerings; track performance against targets 

● Analyze revenue, cost per visit, payroll, and operating expenses to support profitability and efficiency improvements 

● Build and maintain financial models, dashboards, and KPIs related to clinic performance, utilization, and margins 

● Provide clear analysis of P&L, balance sheet, and cash flow to support leadership decisions 

● Partner with clinic managers, operations, and leadership to support planning, performance reviews, and cost control initiatives 

● Identify opportunities to improve financial processes, reporting accuracy, and operational efficiency 

● Support audits, compliance, and internal controls in line with healthcare and business requirements 

● Prepare ad-hoc financial analysis and reports to support growth initiatives, new services, or expansion plans

Requirements

Qualifications

● Bachelor’s degree in Accounting, Finance, or a related field

● 5+ years of experience as financial analyst at least 1 year of experience in accounting, or FP&A, preferably in healthcare, wellness, or service-based organizations 

● Strong knowledge of accounting principles (GAAP or IFRS) 

● Advanced proficiency in Excel and Google Sheets; experience with accounting and financial systems (QuickBooks or similar) 

● Strong analytical skills with the ability to translate financial data into actionable insights 

● Effective communication skills and the ability to work with both finance and non-finance stakeholders 

● Ability to manage multiple priorities in a dynamic, patient-focused environment

Preferred Experience & Skills 

● Experience working with multi-location clinics or service-based businesses 

● Understanding of healthcare revenue cycles, payroll-driven cost structures, and operating margins 

● Experience with budgeting, forecasting, and long-term financial planning 

● High attention to detail, ownership, and accountability 

● Process improvement and automation mindset

Core Financial & Accounting Expertise 

● End-to-end month-end close management 

● Accruals, journal entries, and reconciliations 

● Strong understanding of P&L, balance sheet, and cash flow analysis 

● Variance analysis and financial performance monitoring