Phil, Inc. · 1 day ago

FP&A Associate

United States

Full-time

Remote

Entry, Mid Level

3+ years exp

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Responsibilities

Financial Modeling: Maintaining and improving the company’s short term and long term financial models

Key Financial Metrics: Establishing metrics and reporting processes for internal / external stakeholders

Management Reporting: Support the creation and aggregation of materials for executives and Board presentations

Partnership: work across functions and finance stakeholders to drive analysis and reporting across the organization

Process Design & Improvement: Support the design of new processes to improve the quality and productivity of the finance team and business in general

Qualification

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Financial ModelingFinancial ReportingP&L ManagementInvestment BankingPrivate EquityCorporate FinanceHealthcare Sector ExperienceExcel ProficiencyPowerPoint ProficiencyGoogle Docs ProficiencyGoogle Sheets ProficiencyGoogle Slides ProficiencyRelationship-Building SkillsCollaborative Working Style

Required

Bachelor's degree in Finance, Business Administration, or a related field (or equivalent experience)

3 years of progressive experience in investment banking, private equity, and / or corporate / strategic finance. Slight preference toward experience within the healthcare / health-tech sector

Deep understanding of financial reporting and P&L management

Experience preparing and presenting information to key decision-makers

Strong communication (verbal and written), presentation, and relationship-building skills

Advanced proficiency in Excel, PowerPoint and Google Docs / Sheets / Slides

Collaborative working style and demonstrated ability to build strong cross-functional relationships

Willingness to embrace unstructured environments and problems

Intellectual curiosity and desire to learn the FP&A skillset and the health-tech industry