The Role
Supports business units through budgeting, forecasting, month-end reporting, variance analysis, and financial performance monitoring. Prepares recurring management reports, maintains FP&A models and reporting tools, analyzes profitability drivers, and partners with operations, accounting, and finance leadership to support decision-making. Performs ad hoc analyses, tracks key performance indicators, and assists with financial presentations and business reviews.
Summary Generated by Built In
Job Summary & Responsibilities
The Financial Analyst is responsible for supporting assigned business units through budgeting, forecasting, month-end reporting, and financial analysis.
- Partners with Regional Vice Presidents, Operations Leadership, Corporate Accounting, and Finance Leadership to provide timely and accurate financial information that supports operational and financial decision-making
- Assists with annual budget development, monthly forecasting, variance analysis, management reporting, and business performance monitoring within a medical supply and durable medical equipment (DME) environment
JOB FUNCTIONS
- Prepares recurring monthly, quarterly, and annual financial reports for operational and finance leadership
- Supports annual budgeting, monthly forecasting, and long-range planning activities for assigned business units
- Performs variance analysis comparing actual results to budget, forecast, prior year, and management expectations
- Analyzes revenue, gross margin, operating expenses, labor costs, and profitability drivers to identify trends, risks, and opportunities
- Partners with Regional Vice Presidents and Operations Leadership to understand business performance and support decision-making
- Assists in the preparation and distribution of monthly business reviews and management reporting packages
- Maintains planning models, forecast files, databases, and reporting tools utilized by the FP&A department
- Supports month-end financial review processes and collaborates with Corporate Accounting to ensure reporting accuracy and consistency
- Monitors key financial and operational performance indicators and communicates significant changes to FP&A leadership
- Performs ad hoc financial analyses and reporting requests in support of business initiatives and management decision-making
- Assists in the preparation of financial presentations and supporting documentation for leadership review meetings
- Develops and maintains an understanding of operational and financial drivers impacting business unit performance
Education
- Bachelor's Degree in Finance, Accounting, or related field, Required
Work Experience
- 1-2 years FP&A, Finance, Accounting, Corporate Finance, or related analytical background, Required
- Healthcare, Health Insurance, DME background, Preferred
- utilizing Power BI for reporting and dashboard analysis, preferred
- ERP systems
- Oracle, preferred
Knowledge, Skills, and Abilities
- Strong Microsoft Excel, including Pivot Tables, XLOOKUP, INDEX/MATCH, financial formulas,
and data analysis techniques - budgeting, forecasting, variance analysis, and financial reporting
- Power Query and SQL, preferred
- Strong analytics and problem-solving
- Strong attention to detail and commitment to data accuracy
- Strong written and verbal communication
Skills Required
- Bachelor’s degree in Finance, Accounting, or a related field
- 1–2 years of experience in FP&A, Finance, Accounting, Corporate Finance, or a related analytical field
- Strong Microsoft Excel skills, including Pivot Tables, XLOOKUP, INDEX/MATCH, financial formulas, and data analysis techniques
- Knowledge of budgeting, forecasting, variance analysis, and financial reporting
- Strong analytical and problem-solving skills
- Strong attention to detail and commitment to data accuracy
- Strong written and verbal communication skills
- Healthcare, health insurance, or durable medical equipment experience
- Power BI experience for reporting and dashboard analysis
- ERP systems experience, preferably Oracle
- Power Query and SQL experience
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The Company
What We Do
Lincare is a leading supplier of respiratory-therapy products and services for patients in the home. You can learn more about our extensive suite of products and services by visiting our website. Everywhere we operate, Lincare is working to be a partner in patient care by providing high-quality services and supplies, promoting patient education, and building strong relationships with patients, physicians, families and caregivers. Services we offer include: Oxygen Therapy Nebulizer Therapy Sleep Therapy Ventilator Therapy Enteral Therapy Pediatric Services Caring Responders Long Term Care Disease Management Programs and More!
