Financial Analyst-Planning and Forecasting (Hybrid)
About the position
At Concordance Healthcare Solutions, we believe that each team member makes a difference in driving our purpose of positively impacting lives forward. Concordance is committed to our guiding principles of financial stewardship, accountability, forward thinking, aligned relationships and an inclusive culture. This is done through maintaining an unwavering amount of respect and commitment with our employees and customers, being authentic to who we are and operating with the highest levels of integrity. Through our dedicated staff of over 750 employees, working in strategically-located distribution centers across the country, we offer dynamic supply chain solutions to the entire healthcare continuum. We have a job opening for a full-time Financial Analyst-Planning and Forecasting in our Tiffin, OH distribution center. The primary role of the Financial Analyst-Planning and Forecasting (FP&A) will support financial planning, forecasting, budgeting, and management reporting while also contributing to core treasury activities. This role combines traditional FP&A responsibilities with hands-on cash management, including preparation and maintenance of a rolling 13-week cash flow forecast, borrowing base certificates, and credit management. The ideal candidate has 3–5 years of experience, strong analytical skills, and a solid understanding of liquidity management and working capital.
Responsibilities
• Financial Planning & Forecasting (FP&A) Support annual budget, quarterly forecast, and long-range planning processes.
• Develop and maintain financial models to evaluate business performance and scenarios.
• Analyze actual vs. budget/forecast variances and clearly explain key drivers.
• Lead in strategic and ad-hoc financial analysis for leadership decision-making.
• Management Reporting & Business Insights: Prepare monthly management reports, KPIs, dashboards, and executive presentations.
• Provide actionable insights on cost trends, revenue performance, and profitability.
• Partner with business leaders to understand operational drivers and financial impacts.
• Treasury & Cash Management: Prepare, maintain, and enhance a rolling 13-week cash flow forecast.
• Monitor daily and weekly cash positions and short-term liquidity needs.
• Assist with bank reporting, covenant tracking, and lender information requests.
• Support cash forecasting assumptions in coordination with FP&A forecasts.
• Strategic Initiatives & Execution Support Contribute financial analysis and modeling for strategic initiatives such as: Cost transformation or margin improvement programs.
• Commercial, pricing, or growth initiatives.
• Capital investment or restructuring projects.
• Partner with cross-functional teams to translate strategic objectives into financial targets.
• Develop business cases, ROI analyses, and scenario models to support investment decisions, monitor progress and prepare updates and insights for leadership on initiative status, financial impact, and realized benefits.
• Other duties as assigned.
Requirements
• Bachelor's Degree in Finance, Accounting, Economics or statistics, or equivalent combination of education and experience.
• 3-5 years of previous experience in an Accounting, Finance, analytical or business modeling role is required.
• High proficiency in Microsoft Office, with a strong fluency in Excel formulas and functions.
• Strong data gathering and analytical skills with proficiency in the development and interpretation of financial models.
• Excellent leadership and communication skills in order to effectively lead cross-functional projects.
• Self-starter with strong interpersonal communication and problem-solving skills.
• Must be detail-oriented and possess strong analytical skills.
• Successfully pass a pre-employment (post offer) background check and drug screening.
Benefits
• Health, Life, Dental, Vision Insurance
• Paid Vacation and Personal time, Paid Holiday
• 401K Retirement Plan – Company match
• Company paid Short Term & Long Term Disability
Apply tot his job
Apply To this Job
At Concordance Healthcare Solutions, we believe that each team member makes a difference in driving our purpose of positively impacting lives forward. Concordance is committed to our guiding principles of financial stewardship, accountability, forward thinking, aligned relationships and an inclusive culture. This is done through maintaining an unwavering amount of respect and commitment with our employees and customers, being authentic to who we are and operating with the highest levels of integrity. Through our dedicated staff of over 750 employees, working in strategically-located distribution centers across the country, we offer dynamic supply chain solutions to the entire healthcare continuum. We have a job opening for a full-time Financial Analyst-Planning and Forecasting in our Tiffin, OH distribution center. The primary role of the Financial Analyst-Planning and Forecasting (FP&A) will support financial planning, forecasting, budgeting, and management reporting while also contributing to core treasury activities. This role combines traditional FP&A responsibilities with hands-on cash management, including preparation and maintenance of a rolling 13-week cash flow forecast, borrowing base certificates, and credit management. The ideal candidate has 3–5 years of experience, strong analytical skills, and a solid understanding of liquidity management and working capital.
Responsibilities
• Financial Planning & Forecasting (FP&A) Support annual budget, quarterly forecast, and long-range planning processes.
• Develop and maintain financial models to evaluate business performance and scenarios.
• Analyze actual vs. budget/forecast variances and clearly explain key drivers.
• Lead in strategic and ad-hoc financial analysis for leadership decision-making.
• Management Reporting & Business Insights: Prepare monthly management reports, KPIs, dashboards, and executive presentations.
• Provide actionable insights on cost trends, revenue performance, and profitability.
• Partner with business leaders to understand operational drivers and financial impacts.
• Treasury & Cash Management: Prepare, maintain, and enhance a rolling 13-week cash flow forecast.
• Monitor daily and weekly cash positions and short-term liquidity needs.
• Assist with bank reporting, covenant tracking, and lender information requests.
• Support cash forecasting assumptions in coordination with FP&A forecasts.
• Strategic Initiatives & Execution Support Contribute financial analysis and modeling for strategic initiatives such as: Cost transformation or margin improvement programs.
• Commercial, pricing, or growth initiatives.
• Capital investment or restructuring projects.
• Partner with cross-functional teams to translate strategic objectives into financial targets.
• Develop business cases, ROI analyses, and scenario models to support investment decisions, monitor progress and prepare updates and insights for leadership on initiative status, financial impact, and realized benefits.
• Other duties as assigned.
Requirements
• Bachelor's Degree in Finance, Accounting, Economics or statistics, or equivalent combination of education and experience.
• 3-5 years of previous experience in an Accounting, Finance, analytical or business modeling role is required.
• High proficiency in Microsoft Office, with a strong fluency in Excel formulas and functions.
• Strong data gathering and analytical skills with proficiency in the development and interpretation of financial models.
• Excellent leadership and communication skills in order to effectively lead cross-functional projects.
• Self-starter with strong interpersonal communication and problem-solving skills.
• Must be detail-oriented and possess strong analytical skills.
• Successfully pass a pre-employment (post offer) background check and drug screening.
Benefits
• Health, Life, Dental, Vision Insurance
• Paid Vacation and Personal time, Paid Holiday
• 401K Retirement Plan – Company match
• Company paid Short Term & Long Term Disability
Apply tot his job
Apply To this Job