[Hiring] Financial Planning and Analysis Analyst @Atlantic Vision Partners

Role Description

We are seeking a Financial Planning & Analysis (FP&A) Analyst to support the financial planning, reporting, and performance analysis of a growing, private equity-backed healthcare organization with approximately $200M in revenue across 10 regions. This role will work closely with the Vice President of Finance and broader finance team to deliver high-quality financial insights, improve reporting processes, and support decision-making across the organization. This is an excellent opportunity for a highly analytical individual looking to develop strong FP&A skills in a fast-paced, high-growth environment. This role is eligible to remote employees.

Key Responsibilities

• Financial Reporting & Analysis
  • Assist in preparing monthly financial reporting packages, including variance analysis
  • Analyze financial results and identify key trends, risks, and opportunities
  • Support development of EBITDA bridges and performance summaries
• Forecasting & Budgeting Support
  • Support the annual budgeting and ongoing forecasting processes
  • Maintain and update financial models and forecasting templates
  • Work with regional operations teams to gather inputs and validate assumptions
• Operational & Regional Analysis
  • Analyze clinic-level and regional performance metrics
  • Support tracking of key drivers such as provider productivity, labor costs, and revenue trends
  • Assist in identifying opportunities for margin improvement
• Financial Modeling & Ad Hoc Analysis
  • Build and maintain financial models to support strategic initiatives
  • Assist with ROI analysis for operational and capital investments
  • Support acquisition analysis and post-acquisition performance tracking
• Process Improvement & Data Support
  • Partner with finance and systems teams to improve reporting accuracy and efficiency
  • Help standardize financial reporting templates and processes
  • Support efforts to improve data consistency across regions

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2–5 years of experience in FP&A, corporate finance, accounting, or consulting
• Strong analytical and financial modeling skills
• Advanced Excel and PowerBI proficiency required
• Exposure to healthcare or multi-site environments is a plus
• Experience with financial systems and reporting tools is a plus

Requirements

• Highly detail-oriented with strong analytical thinking
• Comfortable working with large datasets and imperfect information
• Strong problem-solving skills and intellectual curiosity
• Ability to manage multiple priorities in a fast-paced environment
• Effective communicator with a collaborative mindset

Ownership Skills

• Help foster a positive workplace environment that encourages accountability, collaboration, and transparency.
• Self-awareness; understanding your learning style and personality traits. Focus on your strengths rather than your weaknesses.
• Pride in one’s work by asking questions when needed, providing feedback, and completing job tasks in a timely manner.
• Aligning job responsibilities and projects with the company’s goal and mission.
• Pro-active measures in daily work that anticipates problems and develops solutions.
• Ask for clarification when needed. Work in an organized and structured environment to minimize stress during busy workdays.
• Confidence to express ideas and solutions during meetings or projects. Openness to other employee’s opinions and feedback.
• Establish performance goals and align personal interest and career aspiration with new tasks and responsibilities.
• Offer solutions to problems rather than presenting issues.
• Ask for constructive feedback regarding job performance.
• Share responsibility for actively maintaining "workload items" for clinical and support buckets.

Physical Requirement

• Exerting up to twenty-five pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
• Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers.
• Have close visual acuity to perform an activity including viewing a computer terminal, extensive reading, interpretation, etc.
• Must possess the physical, mental, and cognitive skills needed to complete essential tasks, including abilities such as learning, remembering, focusing, categorizing, and integrating information for comprehension, problem-solving, and timely decision-making.
• Must be able to be stationary for prolonged periods of time.

Cognitive Requirement

• Executes tasks independently.
• Learns and memorizes tasks.
• Maintains concentration/focus on tasks.
• Performs tasks in a demanding environment requiring multi-tasking and prioritizing work.
• Must be comfortable working and interacting with large groups of people daily.

Benefits

• Generous PTO allowance
• Holiday Pay
• Health, Dental & Vision
• Life Insurance
• Short-term disability
• Long-term disability
• 401k with discretionary match
• Uniform Allowance (clinic only)
• Professional Development