[Hiring] Senior Financial Analyst @Heritage Family

Role Description

The Senior Financial Analyst is a key member of the Finance team and a business partner to senior operating leaders across Heritage Family. This role is responsible for:

• Forecasting, financial and operational analysis, KPI reporting, and the continued development of management dashboards.
• Implementing and expanding Power BI to give leaders timely, actionable visibility into business performance.
• Helping explain what is driving performance, identifying opportunities for improvement, and working directly with Operations to make a measurable difference across the organization.

Essential Duties and Responsibilities

• Develop and maintain financial forecasts for revenue, case volume, labor, operating expenses, and EBITDA.
• Analyze actual results against budget, forecast, and prior-year performance and clearly identify the key drivers of variances.
• Partner directly with senior operating leaders to review financial and operational performance, identify opportunities, and support decision-making.
• Develop and maintain dashboards, KPIs, and management reporting that provide clear visibility into company, regional, market, and location-level performance.
• Help lead the implementation and continued development of Power BI as a financial and operational reporting platform.
• Combine financial and operational data to identify trends, risks, and opportunities across locations and markets.
• Perform profitability, pricing, labor, return-on-investment, and other ad hoc financial analyses.
• Support the annual budgeting process and ongoing forecasting activities.
• Work closely with Accounting to understand monthly financial results and ensure analyses appropriately reflect underlying business activity.
• Improve reporting processes through automation, standardization, and better use of available data.
• Prepare financial analyses, presentations, and recommendations for senior management.
• Take ownership of projects from initial analysis through recommendation and implementation.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required.
• 4-6 years of experience in FP&A, financial analysis, corporate finance, or a similar analytical role.
• Strong financial modeling, forecasting, and variance analysis skills.
• Advanced proficiency in Microsoft Excel.
• Experience developing dashboards and reports using Power BI; experience helping implement or expand Power BI within an organization is strongly preferred.
• Working knowledge of financial statements and fundamental accounting concepts.
• Demonstrated ability to analyze large amounts of financial and operational data and translate findings into clear conclusions and recommendations.
• Experience communicating financial information to non-financial leaders and working directly with operating teams.
• Experience in a multi-location, distributed operating environment or private equity-backed organization is preferred.
• Experience with financial systems, data warehouses, or integrating data from multiple sources is preferred.

Skills and Competencies

• Strong business acumen and curiosity, with the ability to connect financial results to operational activity.
• Excellent verbal and written communication skills, including the ability to explain complex financial concepts in clear, practical terms.
• Confidence working with senior operating leaders and constructively challenging assumptions when appropriate.
• Strong problem-solving, organizational, and project management skills.
• Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.
• High attention to detail while maintaining an understanding of the broader business and strategic objectives.
• Collaborative approach and demonstrated ability to build productive relationships across Finance, Accounting, Operations, and other functions.
• Continuous-improvement mindset with an interest in automation, analytics, and making financial information easier for operators to use.

Remote Work Experience

• This position is remote and requires the ability to work independently while remaining engaged and responsive to the Finance team and operating leaders.
• Maintain a reliable internet connection and a dedicated workspace that supports focused work, professional virtual meetings, and the protection of confidential information.
• Maintain regular availability during agreed-upon business hours, attend scheduled meetings, and coordinate across time zones as needed to support business priorities.
• Meet established deadlines and performance expectations, communicate progress and potential delays proactively, and collaborate effectively using company-approved technology.
• Safeguard financial, employee, and business information; use company-approved systems and equipment and follow company information security and remote work policies.
• Work from a company-approved location and obtain approval before changing the primary work location or state of residence.
• Participate in in-person meetings, training, and location visits as required, with travel coordinated in advance.