Sr. Financial Analyst at AOA Management Services, LLC – Phoenix, Arizona

Women’s Health Arizona is seeking a Senior Financial Analyst / Senior Business Analyst to lead financial reporting, budgeting, forecasting, and complex analysis across a growing, multi-entity healthcare organization. This role supports the Senior Accountant who owns balance sheet reconciliations and month-end close, allowing for clear separation between accounting execution and forward-looking financial insight.

The ideal candidate is a strategic thinker and technical expert who can analyze complex financial data, anticipate leadership questions, and communicate insights in an executive-ready manner.

Key Responsibilities

Budgeting, Forecasting & Planning

• Lead annual budgeting and periodic forecasting cycles.
• Develop and maintain rolling forecasts & budget, incorporating operational and strategic inputs.
• Partner with leadership to understand drivers, risks, and assumptions.
• Perform scenario modeling and sensitivity analysis to support decision-making.

Reporting & Financial Analysis

• Own recurring management reporting, including:
• Monthly and quarterly performance reporting
• Variance analysis vs. budget, forecast, and prior periods
• Trend analysis across entities, locations, and service lines
• Analyze location-level and service-line profitability.
• Translate financial results into clear narratives and insights for leadership.

Strategic & Complex Analysis

• Perform complex modeling and ad-hoc analysis related to:
• New locations or business lines
• Operational performance and scalability
• Margin improvement opportunities
• Anticipate leadership and stakeholder questions before they are asked.
• Provide data-driven recommendations to support strategic initiatives.

Board, Lender & Executive Support

• Support preparation of board decks, executive presentations, and lender reporting.
• Develop clear, concise financial summaries and supporting analysis.
• Assist with covenant reporting, financial narratives, and external financial requests.

Collaboration & Mentorship

• Partner closely with Accounting to ensure reporting aligns with finalized financials.
• Review work prepared by junior analysts or other team members, as applicable.
• Mentor and guide junior analysts on analytical approach, modeling, and presentation

Required Skills/Abilities:

• Accuracy and attention to detail
• Ability to manage deadlines in a close-driven environment
• Strong analytical and problem-solving skills
• Collaborative, service-oriented mindset
• Clear written and verbal communication
• Experience and proven success in fast paced changing environment.

Education and Experience:

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Master’s degree (MBA, MS Finance, MS Accounting or similar) preferred.
• 5–8 years of progressive experience in financial analysis, FP&A, or business analysis.
• Strong experience leading budgeting, forecasting, and reporting processes.
• Advanced financial modeling and analytical skills.
• Experience with accounting systems such as QuickBooks, Sage Intacct, & Athena
• Deep understanding of business economics and performance drivers.
• Proven ability to communicate complex financial information to executive audiences.
• Experience in healthcare or multi-entity environments preferred.
• Advanced Excel skills; experience with financial systems and reporting tools strongly preferred.