Financial Analyst

Description

JOB TITLE: Financial Analyst

REPORTS TO TITLE: Chief Financial Officer

BUSINESS FUNCTION/ SUB-FUNCTION: Finance/FP&A

LOCATION: Exton, PA / Hybrid

­­­­­­­­­­­­

ROLE PURPOSE

US Digestive Health is seeking a detail-oriented and analytical Financial Analyst to support financial planning, reporting, and operational decision-making across our growing network of gastroenterology practices and ambulatory surgery centers. This position will work closely with Finance, Accounting, Revenue Cycle, Operations, and senior leadership to evaluate financial performance, identify trends, and provide actionable insights that support organizational growth and operational efficiency.

KEY ACCOUNTABILITIES

• •Responsible for the preparation and distribution of management reports & operations analysis for internal use
• •Assist with the budget, strategic planning and re-forecasting processes, working alongside the wider stakeholders to deliver the company goals
• •Assist in preparation of monthly and quarterly financial reporting packages, including budget-to-actual comparisons and variance analysis
• •Review data on historical and future trends in performance; develop reports and provide advice & counsel to management for development of appropriate actions
• •Analyze revenue, operating expenses, profitability, and key financial trends across practices, providers, and service lines.
• •Work with business unit owners to define and measure monthly KPI reporting (business operations metrics) to support leadership review of monthly results
• •Provide financial support to other corporate functions as well as operational leadership
• •Create and critique forecasts and trends of expenses and identify issues and opportunities
• •Partner with Accounting during the month-end close process to review financial results and investigate variances.
• •Assist with ad hoc financial analysis and special projects as requested by leadership
• •Regular communication with corporate functional leaders
• •Assist with business case scenarios for strategic investments

Requirements

Required:

Bachelor’s degree in Accounting, Finance, or Business Administration, or equivalent business experience

Experience working with business or unit management teams as a value-add resource and trusted advisor

Strong analytical and problem-solving skills

Advanced proficiency in Microsoft Excel, including pivot tables, lookups, complex formulas, and financial modelling

Demonstrated ability to work within a team

Strong interpersonal and communication skills; capable of presenting complex financial and business information in an easy-to-understand format

Preferred:

Experience in healthcare, physician practice management, ambulatory surgery centers, or a multi-site service organization.

Familiarity with healthcare revenue cycle concepts, reimbursement, payer mix, and provider productivity metrics.

Experience with financial reporting systems, ERP platforms, and business intelligence tools such as Power BI or Tableau. Previous systems experience with SAGE and / or data analytics software (e.g. Oracle BI, OneStream)

MBA, CPA, or other relevant professional certification is a plus