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Financial Analyst in Nashville, TN at KEPRO

Date Posted: 11/20/2018

Job Snapshot

Job Description

Financial Analyst 

SUMMARY: 

Provides ongoing analysis of tactical and strategic initiatives as well as corporate financial and M&A-related analytical support.  Develops monthly reporting package and presentation materials for both internal and external customers, interacting regularly with the company’s Executive Leadership team and Board of Directors. 

FLSA Status: Exempt 

ESSENTIAL FUNCTIONS:

  • Act as a Strategic Business Partner to the CFO and the broader corporate Senior Management team.
  • Lead the strategic and detailed financial forecasting and budgeting processes, ensuring accuracy and assisting with the actual vs budget variance analysis.
  • Lead the development of business planning and forecasting models using existing infrastructure, tools, and reports.
  • Take ownership of periodic review process for assigned business activities.
  • Provide guidance to ensure relevant and timely delivery of all financial reporting and planning outputs to Executive Leadership, lenders and the Board.
  • Upgrade Management reporting. Develop business processes and tools to provide consistent, accurate and timely reporting and analysis of business results.
  • Design, present and monitor dashboards and benchmarks to support and drive strategic and operational decision-making.
  • Develop monthly and quarterly report decks for the Board and Senior Management.
  • Improve decision support analysis. Analyze monthly, quarterly and YTD performance against budget, company metrics and targets.
  • Be an active participant in monthly business and financial reviews with Executive Leadership and the Board.
  • Become a key contributor in developing, accelerating, implementing and simplifying key business and financial processes.
  • Support the evaluation of new business (both organic and M&A-related) opportunities and risks, through pro forma modeling and other financial analyses.
  • Assist in sourcing and assessing M&A targets; be an active participant in the due diligence and deal negotiation processes, as well as the related debt capital-raising activities.
  • Analyze potential and closed acquisition opportunities to business case and pro forma assumptions. Initiate reporting to report results vs. pro forma budget.
  • Identify potential operational cost savings, help set targets, and analyze benefit realization and financial impact. 

Education: BA or BS from an accredited college or university. MBA preferred. 

Job-related experience:

  • 3+ years of proven experience in financial reporting, analysis, budgeting and forecasting; investment banking experience can act as a surrogate for the aforementioned skillset requirements.
  • Strong financial modeling skills required.
  • Experience with BI software, preferably Cognos, Tableau or experience with SQL.
  • Effective communication skills for accurate, concise and organized verbal and written communications.
  • Ability to understand accounting principles and interpret financial statements.
  • Ability to work effectively, independently and as a team member.
  • Effective organizational, time management and planning skills.
  • Excellent problem-solving skills.
  • Experience working in Healthcare industry preferred.

Location: Nashville, with frequent travel to Harrisburg, PA and New York, as well as nationally in support of Operations and M&A activities.

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