Financial Analyst

Your Role:

• Behavioral Health Experience Required: You must have a minimum of 5 years of experience working as a Financial Analyst within the Behavioral Health or Healthcare industry.

The Company Youll Join

OCD Anxiety Centers has a true passion for bringing help and hope to some of the most underserved clinical populations. We strive to change the lives of individuals and their families who have been suffering from unrelenting anxiety disturbing and terrifying thoughts uncontrollable worry exhausting behaviors and rituals and avoidance that keeps them from living their lives. We are an evidence-based practice which means we do what works we stay up to date with scientific research and we regularly attend international training to keep us at our very best.

Our Investment in You

• Competitive base salary

• Quarterly performance bonus

• Generous paid time off:

  • 15 days PTO (120 hours)

  • 5 paid sick days (40 hours)

  • 9 paid holidays (72 hours)

• 401(k) with company match

• Comprehensive medical dental and vision coverage with up to 80% of premiums covered by the company (varies based on coverage level)

• HSA with company contribution

• Tuition reimbursement and CEU support

• Company-paid life insurance voluntary supplemental options

• Paid specialized training from day one

• Ongoing professional development and advancement pathways

The Team Youll Work With

The success of our organization is dependent on the trust and confidence we earn from our employees clients and community. Our values are connected to our work at OCD Anxiety Centers and are measured against the highest possible standards of ethical business conduct.

• We act with integrity and communicate honestly and openly

• We are passionate about meeting the companys needs and delivering for our clients

• We are accountable for all our own actions

• We work together as a team and are committed to excellence and innovation

• We respect each other and celebrate our diversity

The Purpose of your Role

The Financial Analyst leads enterprise FP&A management reporting forecasting budgeting and decision support across 10 companies in a fast-growing mental health organization. The role translates financial and operating data into insights for the Controller and business leaders builds scalable models and dashboards and supports growth labor profitability cash flow and resource-allocation decisions.

Key Performance Indicators and Reporting

• Monthly management reporting and budget-to-actual forecast and prior-year variance analyses are completed within the approved calendar with at least 98% data and formula accuracy.

• Annual budgets rolling forecasts and long-range plans are completed on schedule with assumptions documented and reconciled to source systems and the general ledger.

• Consolidated and entity forecasts for revenue labor operating expense EBITDA cash and headcount meet approved accuracy thresholds with material variances explained and actions identified.

• Financial and operational dashboards for clinician capacity utilization productivity staffing revenue sales and entity performance are refreshed on schedule and reconcile to approved data.

• Decision-support models and scenarios are delivered by agreed deadlines with clear assumptions sensitivities risks opportunities and recommendations.

• Quarterly improvements are implemented or proposed for automation data quality reporting clarity controls and forecast efficiency.

Upon achieving these key performance indicators your supervisor will meet with you to review progress and collaborate on establishing new performance goals that reflect continued growth and excellence.

Core Competencies

• Demonstrate advanced knowledge of FP&A driver-based forecasting budgeting financial modeling management reporting and performance measurement.

• Demonstrate strong business acumen and the ability to connect operating drivers to financial results across a multi-entity multi-state high-growth organization.

• Demonstrate executive-ready communication data storytelling sound judgment confidentiality accountability and constructive challenge.

• Demonstrate advanced Excel capability systems and data discipline and the ability to build repeatable models dashboards scorecards and documentation.

• Demonstrate calm urgency independent problem-solving cross-functional influence and prompt escalation of material risks opportunities or data limitations.

Core Responsibilities

Primary Role Execution

• Lead consolidated and entity-level annual budgeting monthly rolling forecasts and long-range planning for 10 companies including assumptions submissions reviews and final reporting.

• Build driver-based models for revenue clinician capacity and utilization productivity labor and headcount benefits sales operating expense growth profitability EBITDA and cash flow.

• Analyze actual results against budget forecast prior year and operating drivers; identify root causes quantify impacts and recommend performance actions.

• Prepare executive reporting packages dashboards presentations and commentary that clearly communicate performance trends risks opportunities and outlook.

• Provide decision support for hiring compensation pricing resource allocation market expansion contracts capital needs and strategic initiatives or diligence as assigned.

Financial Planning Reporting and Systems

• Maintain controlled models and reports with clear source data assumptions version history review evidence and reconciliation to the general ledger and approved systems.

• Use advanced Excel NetSuite or an equivalent ERP Paycom and other operating data and BI or planning tools to integrate data and automate recurring analysis and reporting.

• Partner with Accounting during close to validate results review accruals and classifications investigate material variances and improve management reporting.

• Develop standard KPI definitions data-quality checks dashboards scorecards procedures and controls that make planning and reporting scalable and repeatable.

Cross-Functional Collaboration

• Partner with the Controller and Finance Accounting HR Clinical Operations Sales Marketing and other leaders to translate strategy into measurable assumptions and forecasts.

• Lead or support business performance reviews challenge assumptions constructively document decisions and actions and update forecasts as information changes.

• Escalate material risks opportunities missing data unclear ownership control concerns or forecast changes with quantified impact and recommended next steps.

Required Qualifications

• Bachelors degree in finance accounting economics business data analytics or a related field required; MBA masters degree CPA or CFA preferred.

• 5 years of progressive FP&A corporate finance strategic finance or financial analysis experience including complex modeling and executive reporting.

• Experience leading budgets rolling forecasts long-range plans management reporting and variance analysis for a multi-entity multi-location or high-growth organization.

• Advanced Excel required including complex formulas lookups pivot tables Power Query or similar tools scenario analysis and driver-based modeling.

• Strong understanding of the income statement balance sheet cash flow statement GAAP reporting and the link between operating metrics and financial outcomes.

• ERP experience required; NetSuite strongly preferred. Power BI Tableau Adaptive Planning Planful Anaplan or similar BI or planning tools are preferred.

• Healthcare behavioral health multi-site services private-equity-backed or other high-growth experience preferred; Paycom or other HRIS data experience is a plus.

• Excellent written verbal presentation project-management and stakeholder-management skills required; must meet Company background privacy security and compliance requirements.

Skills and Expertise

• FP&A; driver-based budgeting forecasting and long-range planning; three-statement scenario and sensitivity modeling; management reporting and KPI analysis; advanced Excel; ERP BI and planning tools; data visualization; executive communication; multi-entity analysis; automation; and controls.

Physical Demands

• Regularly sit stand walk talk hear type and view computer screens for extended periods.

• Use standard office equipment including computer phone scanner printer video platform secure systems and shared drives.

• Communicate by phone video email messaging and in person with employees leaders vendors and internal departments.

• Occasionally lift or move office materials up to approximately 15 pounds with reasonable accommodation as required by law.

• Protect confidential health employee financial strategic and company information.

Reporting

Daily

• Material exceptions affecting revenue labor headcount cash volume forecasts data feeds or reporting deadlines.

• Time-sensitive model dashboard and data-quality updates required for leadership decisions forecasts or close.

• Same-day escalation of material variances forecast risks data failures control concerns or business changes.

Weekly

• Performance pulse covering revenue clinician utilization productivity labor headcount sales cash and entity trends.

• Forecast assumptions decisions data dependencies and action items with owners due dates and impacts.

• FP&A projects models dashboards automation and reporting deliverables against the approved calendar.

Monthly

• Consolidated and entity management reporting: income statement cash-flow insights variances KPIs and commentary.

• Rolling forecast and bridge for revenue labor operating expense EBITDA cash headcount and key drivers.

• Profitability and performance analysis by company region location department or service line.

• Model dashboard and source-data reconciliation quality review and unresolved-item plan.

• Quarterly and annual as due: reforecasts scenarios long-range plan annual budget leadership or board support and improvement roadmap.

Disclaimer

OCD Anxiety Centers has not designed this job description to contain a comprehensive list of all activities duties or responsibilities required of the employee. The Company may change remove or assign duties responsibilities and activities at any time with or without notice based on business needs growth compliance requirements and operational priorities.

Equal Employment Opportunity Commission Statement

OCD Anxiety Centers is committed to providing equal employment opportunity for all employees and applicants without regard to race color religion sex pregnancy sexual orientation gender identity national origin age disability genetic information veteran status or any other status protected by applicable federal state or local law. This applies to all aspects of employment including recruitment hiring job assignments promotions working conditions scheduling benefits compensation disciplinary action termination and social educational and recreational programs.