Financial Planning Analyst
Forta
IT, Accounting & Finance
Philippines
Posted on Wednesday, April 24, 2024
FORTA’S MISSION:
Forta is clearing the path to quality healthcare by delivering the best possible outcomes with the utmost convenience. 1 in 36 children [CDC, 2023] is diagnosed to be on the autism spectrum. Currently, autism support via Applied Behavior Analysis (ABA) is difficult to access and the delivery model must be expanded to provide earlier access to families.
Forta is not only providing ABA services to our clients, but we’re also improving the future of the ABA experience for families by creating software and predictive algorithms that elevate clinicians to work smarter by surfacing the latest and most relevant case data. We are working diligently to continuously improve the patient journey and deliver personalized care by applying smart technology and investing in the growth of our world-class team.
Forta is hiring a Financial Planning Analyst who develops and maintains complex financial and operational analyses in support of internal and external management reporting. Financial Analysis includes: financial statements, reporting operating results, P&L variance analysis, planning and forecasting, historical trending, operations charts and graphs, and other analytical reports utilizing accounting and financial theory. As an individual contributor, this role exercises considerable judgment to make decisions in financial planning activities and provide recommendations to support cost saving goals and strategies.
WHAT YOU'LL DO
- Supporting the long-term budgeting and forecasting processes with a wide array of business unit and departmental leadership while ensuring alignment with the company’s long-term strategic business plan.
- Define and manage real-time tracking of KPIs, CAC and ARR calculation
- Communicate financial results, with variance analysis.
- Flux analysis monthly, quarterly, and annual results against budget and forecasts.
- Maintain cash flow planning and forecasting.
- Develop and implement methods and techniques to improve forecasting, financial evaluations and analyses, financial processes, and system functionality.
- Partners with key stakeholders and business partners to align on business priorities and drive effective solutions/execution.·
- Complies with all departmental/financial operations, policies, and practices.
- Build an understanding of data relationships across several reporting platforms to ensure consistent standard in management reporting
- Lead preparation of the company’s board presentations and materials for management, investors, and other external parties
- Perform ad-hoc analytical projects and support strategic initiatives across the company.
- Assist in partnering with cross-functional leaders to help drive business strategy through ad-hoc modeling and analysis.
- Work collaboratively with accounting during monthly close cycles to analyze results and ensure accruals are accurate and up to date.
- Manage cash flow and forecasting; direct all financial, project-based, and departmental accounting.
- Goodwill analysis and impairment analysis.
- Deep understanding of financial modeling, valuation, and growth metrics - particularly within the financial services, healthcare, and health-tech industries.
WHAT YOU BRING (REQUIREMENTS)
- Minimum of 3 years experience in one or more of the following areas: financial analysis, management consulting.
- Bachelor's degree in accounting, economics, finance or related field.
- Deep understanding of financial modeling, valuation, and growth metrics - particularly within the financial services, fintech, and consumer tech industries.
- Knowledge of GAAP financial reporting.
- Strong communicator who can turn quantitative analysis into concise, actionable insights.
- Advanced Excel and powerpoint skills and financial modeling required (critical to success in the position).
- Demonstrated strong and effective verbal, written, and interpersonal communication skills including proficient presentation skills.
Apply Today!
We are looking for you! A driven, innovative, client-focused individual to join our team as we innovate the care and tools available to neuro-diverse families. If this position sounds like the opportunity you have been searching for, we want to speak with you!
We look forward to working with you!
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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Forta is a Drug-Free Workplace/ EO employer – M/F/Veteran/Disability.
