Financial Planning Analyst Job at Confidential, Atlantic Beach, FL

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  • Confidential
  • Atlantic Beach, FL

Job Description

Salary:
$65,000 - $90,000 annually, depending on experience, plus comprehensive benefits including medical, dental, and vision insurance.
Remote but must be located in the Jacksonville, FL area

Job Summary:
We are seeking a Financial Analyst to join a rapidly growing, acquisition-focused organization in the healthcare and pharmacy space. This fully remote role is ideal for a detail-oriented professional who enjoys financial analysis, data reconciliation, and transforming large datasets into meaningful business insights.

Reporting directly to senior leadership, this position will play a critical role in revenue analysis, forecasting, financial modeling, and supporting strategic growth initiatives across multiple entities. Jacksonville, FL area candidates are strongly preferred for occasional in-person collaboration.

Job Responsibilities:

  • Analyze and reconcile high-volume revenue and billing data across multiple business entities
  • Support forecasting, budgeting, financial planning, and ad hoc financial analysis
  • Develop financial models, including product pricing and margin analysis
  • Identify trends, discrepancies, and opportunities within large, complex datasets
  • Collaborate with internal teams to ensure accurate financial reporting and data integrity
  • Assist with financial integration efforts related to acquisitions
  • Build and maintain reports, dashboards, and analytical tools for leadership
  • Provide actionable insights to support strategic decision-making
  • Travel occasionally to Las Vegas, as needed

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field preferred
  • Minimum of 2 years of experience in financial analysis or a related analytical role
  • Strong experience working with large datasets, reconciliations, and financial reporting
  • Advanced Microsoft Excel skills required
  • Experience with financial modeling, forecasting, and budgeting
  • Highly analytical with exceptional attention to detail
  • Comfortable working independently in a fast-paced, entrepreneurial environment
  • Strong communication and cross-functional collaboration skills

Preferred Qualifications:

  • Experience in healthcare, pharmacy, or other high-volume transaction environments
  • Exposure to multi-entity organizations or acquisition-driven companies
  • Familiarity with data visualization or AI-driven analytical tools

About the Company:

Our client is a fast-growing organization operating in the healthcare and pharmacy industry. Through strategic acquisitions and continued expansion, they have built a dynamic, entrepreneurial environment where employees have direct exposure to leadership and significant opportunities for career growth. This is an excellent opportunity to join a high-visibility team and make an immediate impact.

Job Tags

Immediate start, Remote work

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