Financial Analyst

About the Company  

We are a mental health organization focused on business-to-business support services for independent therapy and psychiatric private practices. We provide administrative and organizational services to simplify the processes of lead-generation, marketing, billing, and collecting payments from patients and insurers. Our teams support over 2,300 mental health providers in 19 locations and via tele-health across 6 states.  

We have built the Mindful Therapy Group brand from the ground up with over 14 years of dedication to solving the complex processes of the healthcare landscape in innovative ways, creating a platform geared toward growth, and working to meet our mission of creating improved access to high-quality mental healthcare.

Who You Are

• Strategic Thinker: Skilled in analyzing multiple scenarios and making data-supported recommendations. 
• Positive Energy: Optimistic about the future and determined to get there.
• Direct Communicator: Active communicator and eager listener, comfortable with candid feedback.
• Adaptable: Excited by change and able to pivot on the fly.
• Can-Do Attitude: Empowered by owning problems and taking responsibility.
• Team Player: Embraces being pushed out of your comfort zone and values team strength.

Role Overview

Mindful Support Services is actively seeking a proactive, detail-oriented Financial Analyst who thrives in a professional, fast-paced environment.As a key Finance employee, the Financial Analyst will be responsible for financial reporting, forecasting and budgeting, and other financial modeling. This is a great position for someone who enjoys analyzing business performance to support senior management in making meaningful tactical and strategic decisions.

Responsibilities:

Financial Reporting & Close

• Prepare and review monthly, quarterly, and annual financial reports in accordance with GAAP and internal policies
• Lead monthly revenue calculation and analysis process working cross-functionally with accounting and payments teams
• Partner with accounting to ensure data integrity, consistency, and accuracy across financial statements
• Provide superior and timely customer service in responding to internal and external financial and payments-related inquiries.
• Support the monthly close process, including journal entries, account reconciliations, variance analysis, and management reporting
• Contribute to the development and improvement of financial reporting processes, controls, and documentation

Financial Analysis & Decision Support

• Perform detailed variance analysis versus budget, forecast, and prior periods, identifying key drivers and trends
• Develop and maintain financial models to support operational and strategic decision-making
• Provide actionable insights to finance leadership and cross-functional partners through clear, concise analysis and storytelling
• Support evaluation of new initiatives, investments, and growth opportunities

Budgeting & Forecasting

• Play a key role in the annual budgeting and periodic forecasting processes
• Collaborate with department leaders to understand assumptions, drivers, and risks
• Analyze forecast accuracy and continuously refine planning models and methodologies

Ad Hoc & Special Projects

• Lead and support ad hoc analytical projects related to growth, efficiency, profitability, and operational performance
• Assist with system implementations, reporting enhancements, and data automation initiatives
  
  The responsibilities described are not intended to be a comprehensive list of requirements for this job. Responsibilities, duties, and activities may change at any time with or without notice. 

Requirements

Qualifications:

• Bachelor’s degree with a focus in finance, accounting, economics or related field; MBA or advanced degree a plus
• 2-5+ years of financial planning and analysis experience including financial reporting and budgeting experience
• Excellent analytical, decision-making, and problem-solving skills
• Self-starter with the ability to set and balance priorities, work independently, and take ownership
• Attention to accuracy and detail
• Great interpersonal and communication skills, both oral and written
• Intermediate to Advanced knowledge of the Microsoft Office Suite, especially Excel and PowerPoint
• Experience with ERP systems (e.g. Sage, NetSuite) and/or data visualization (e.g. Power BI, Tableau) a plus
• Experience with medical or mental health industry is a plus

Benefits

Compensation and Benefits:

• 75% employer covered Health, Dental & Vision benefits plan
• 401(k) savings plan with employer matching upon eligibility
• 8 paid holidays
• 15 PTO days accrued annually in first year
• Professional and career development opportunities
• Compensation evaluated with opportunities for advancement

Job Type: Full-time

Pay: $80,000.00 - $99,000 per year