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Financial Planning & Analyst

Updegraff Laser Vision

Updegraff Laser Vision

IT, Accounting & Finance
Sarasota, FL, USA
Posted on Mar 13, 2025
Description

Job Summary:

To provide first-class analysis and business / financial modeling for current operations, annual budgeting cycles, forecasting / planning for future projects, and possible M&A activity. This position streamlines reporting for Executive leadership and will become a partner with Operations to help support efficiency, information relay, and additional company needs.

Key Job Responsibilities:

· Integrates complex information and concepts and organizes analysis efforts into a systematic framework; verifies logic of others and challenges ideas, assumptions, and conclusions.

· Assist with the modeling for forecasting initiatives including annual budgets, quarterly forecasts, and revenue modeling along with appropriate analytics and sensitivities

· Identify and drive process improvements, including the creation of reports, tools and dashboards. Increase productivity by automating where applicable.

· Create power point presentations to Executive leadership

· Perform other duties as requested or required by business conditions

EDUCATION AND EXPERIENCE:

· Bachelor’s degree required; preferable in Finance, Economics or Accounting

· 2+ years FP&A experience in Corporate Finance, Banking or Private Equity (Healthcare industry a plus)

Essential Skills and Abilities:

  • Working knowledge of GAAP accounting, financial statements, and cash flow
  • Ability to work independently; strong problem solver; can exercise judgement
  • Strong fluency with Excel formulas & functions; high proficiency in modeling techniques
  • Well-practiced with the full Office suite (Word, PowerPoint, etc.)
  • Must have high attention to detail and accuracy
  • Strong communication skills (written and verbal)