Financial Analyst I

Job Title: Financial Analyst I

Reports To: Vice President Financial Operations

Join a team that cares for your community and for you!

At Allergy Partners we are dedicated to improving the lives of our patients through compassionate personalized allergy and asthma care. As part of the nations largest allergy practice our team combines the resources of a trusted network with the close-knit feel of a local office. We take pride in serving our community building lasting relationships with patients and families and being a trusted partner in their long-term health.

Within our practice we foster a supportive and collaborative work environment where every team member plays a vital role in creating excellent patient experiences. Joining our team means being part of a workplace that values professional growth teamwork and a true commitment to making a difference both inside and outside the clinic.

As a member of the support center this position helps strengthen Allergy Partners nationwide network by providing essential financial insight and support. The Financial Analyst I plays a key role in ensuring our practices have the tools and resources needed to operate efficiently and deliver exceptional patient care.

Employee Benefits

Allergy Partners is happy to provide the following benefits for our employees:

Full-Time

• 401(k)
• Health Insurance
• Paid Time Off
• Paid Holidays
• Vision Insurance
• Health Savings Account (HSA)
• Dental Insurance
• Life Insurance
• Disability Insurance

COMPENSATION INFORMATION

Actual compensation may vary depending on job-related knowledge skills and experience.

Job Summary

The Financial Analyst I supports the Financial Operations team in conducting comprehensive due diligence and financial analyses related to medical practice acquisitions new provider onboarding and growth initiatives. Under the direction of the Vice President Financial Operations this role assists in evaluating acquisition targets preparing financial models and supporting strategic decisions that drive organizational expansion and performance improvement.

The position may also support financial reporting budgeting forecasting and practice performance analysis ensuring consistency and accuracy across all analyses and reports.

Key Responsibilities

Due Diligence and Valuation Analysis

• Support the evaluation of potential medical practice acquisitions by performing detailed financial due diligence and valuation analyses.
• Review and interpret historical financial statements practice performance data and operational metrics.
• Prepare financial projections and sensitivity analyses to assess acquisition feasibility and return on investment.
• Assist in preparing materials for acquisition review meetings and presentations to leadership.

New Provider and Growth Analysis

• Perform financial and productivity analyses for potential new provider additions and de novo practice opportunities.
• Develop models to forecast provider revenue expenses and contribution margins.
• Collaborate with operations clinical and recruiting teams to ensure accurate and consistent data inputs.

Budgeting and Forecasting

• Contribute to the development and coordination of the annual budget and periodic reforecasting processes.
• Prepare supporting analyses for revenue and expense assumptions capital expenditures and practice-level financial plans.

Financial Reporting and Performance Analysis

• Prepare regular and ad-hoc reports that include key performance indicators variance analyses and profitability summaries.
• Analyze financial performance across practices to identify trends risks and opportunities for operational improvement.

Collaboration and Special Projects

• Partner with cross-functional teams including accounting operations and corporate development to support decision-making.
• Assist in the development of standardized tools and templates for due diligence provider analysis and financial reporting.
• Support special projects or initiatives that enhance efficiency transparency and financial insight.

Other Duties as Assigned

• Provide analytical support and reporting for additional financial operations projects as needed.

Other Responsibilities

• Completes all assigned AP training (such as CPR OSHA HIPAA Compliance Information Security others) within designated timeframes.
• Complies with Allergy Partners and respective hub/department policies and reports incidents of policy violations to a Supervisor/Manager/Director Department of Compliance & Privacy or via the AP EthicsPoint hotline.
• Models the AP Code of Conduct and demonstrates a commitment to the AP Compliance Program standards and policies.
• Maintain compliance with all policies and procedures actively participate in enforcement of all ongoing Cybersecurity efforts to ensure safe and secure IT systems for all employees and clients at Allergy Partners. Remain vigilant and aware of new threats and assist the company by fulfilling an active role in observing enforcement and reporting of cybersecurity incidents efforts programs and fulfill required training on a timely basis as required by frequency and due dates.

Qualifications & Experience

• 02 years of relevant experience in financial analysis mergers & acquisitions or healthcare finance preferred.
• Strong understanding of financial statement analysis including the relationship between balance sheet income statement and cash flow.
• Advanced Excel and financial modeling skills required (Lookups Pivot Tables Arrays and Macros).
• Excellent analytical organizational and communication skills.
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Ability to handle confidential information with discretion.

Educational Requirements

• Bachelors degree in finance Accounting Economics or Healthcare Management required.

Supervisory Responsibilities

This position has no supervisory responsibilities.

Physical Demands

• No or very limited exposure to physical risk.
• Work is normally performed in a typical interior/office work environment.

Beware of Hiring Scams:Allergy Partners will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications please report them to . All of our legitimate openings can be found on the Allergy Partners Career Site ( Experience:

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