Featured Talent

Profile

Senior Financial Analyst with 8 years of finance and accounting experience, most recently reporting directly to the CFO of a PE-backed, ~$100M multi-site healthcare services company with about 40 locations across the U.S. Owned monthly office-level P&L reporting, same-office growth and provider performance metrics, budget vs. actual variance analysis, forecasting, and annual planning. Earlier nonprofit role covered month-end close, accruals, and reconciliations. Bachelor’s in Accounting, strong in Excel and NetSuite, and has run a small retail business on the side since 2015. Looking for a stable, established organization with good work-life balance.

Career Highlight 1: Prepared monthly office-level P&L packages for about 40 locations of a ~$100M PE-backed healthcare services company, reviewing each for month-over-month variances before distribution to regional managers. Reported directly to the CFO, supporting forecasting, annual planning, and expense control across all locations.

Career Highlight 2: Built and maintained same-office growth reporting comparing current-year production and collections to prior year, giving leadership a clear view of organic growth by location. Also tracked provider-level revenue month over month against marketing and other costs to flag offices falling off track.

Career Highlight 3: Supported month-end close at a national nonprofit: bank reconciliations, revenue and expense accruals, cash entries, biweekly payroll, and monthly benefits expense allocations. Has also owned and run a small retail business since 2015, handling budgeting, cash flow monitoring, reconciliations, GL review, and payroll.

Why Hire This Candidate (In Their Own Words): I bring CFO-facing FP&A experience from a PE-backed, multi-site company. I built the monthly P&L packages for about 40 locations, tracked same-office growth and provider performance, and explained the variances so leadership could act on them. My accounting degree and hands-on close experience mean I understand the numbers from the ledger up, and running my own small business taught me to think like an owner. I’m steady, detail-oriented, and looking for a company where I can stay long-term.

Strengths: (1) Budget vs. actual variance analysis and forecasting, (2) Multi-location P&L reporting and KPI tracking, (3) Solid accounting foundation: month-end close, accruals, and reconciliations

Education: Bachelor’s in Accounting

Industry Experience: Healthcare, Non-Profit, Retail

Company Fit: Small, Medium

Management Experience: None – individual contributor (no direct reports)

Software Experience: NetSuite, QuickBooks, Salesforce, Nexonia, Jarvis, Gaidge, Microsoft Excel (PivotTables, VLOOKUP), Access, PowerPoint, Word, Microsoft Copilot

Open To: Hybrid, Remote