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AdaptHealth

Senior Financial Analyst, FP&A

AdaptHealth

. Support the Finance Department with an emphasis in FP&A and analyze key financial metrics .

Posted 11/10/2026full-timeConshohocken • Pennsylvania • United StatesSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and analysis, including budget management, forecasting, and financial modeling. Proficient in Excel and capable of presenting complex financial information clearly to diverse audiences while ensuring compliance with relevant regulations.

Highest-signal resume keywords
Financial Planning And AnalysisBudget ManagementForecasting ModelsExcel ExpertiseCompliance With HIPAA

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial AnalysisCost AnalysisFinancial ModelingKPI TrackingBudget PlanningFinancial ReportingDebt ManagementCash ForecastingFinancial Statement ReviewData Analysis
Soft Skills
Strong Organizational SkillsExcellent Communication SkillsInterpersonal SkillsAnalytical ThinkingProblem-Solving Skills
Tools & Technologies
Microsoft OfficeForecast TemplatesReporting SystemsFinancial Software
Industry Keywords
HealthcareDistributionHMEFinancial GuidelinesCompliance Training

About the role

Key responsibilities & impact
  • Support the Finance Department with an emphasis in FP&A and analyze key financial metrics
  • Assist with monthly forecast planning and annual budget planning
  • Manage rolling forecast templates and forecast models
  • Perform cost analysis
  • Work with the Operations Team to analyze margins and track KPIs for Business Units
  • Provide recommendations to Senior Management to improve profitability and support strategic goals
  • Work with department managers to create corporate budgets
  • Implement budget and reporting systems, including evaluating and recommending software
  • Develop real-time cash forecasting reports
  • Develop debt reports to manage line of credit and other term payouts
  • Provide financial analysis and reports as required
  • Work with department managers on reports assessing insurance payer returns
  • Establish, monitor, and enforce financial policies and procedures
  • Assist in developing and implementing financial-management goals, policies, priorities, and procedures
  • Develop financial projections and build financial models
  • Review and analyze financial statements and reports
  • Track KPIs and prepare financial reports
  • Assist with budgeting and monthly close processes
  • Understand key business drivers
  • Assist project teams with financial guidance
  • Perform research and analysis as required
  • Ensure compliance with financial guidelines, company policies, and relevant legal regulations
  • Complete other related duties as assigned

Requirements

What you’ll need
  • Bachelor’s degree in finance, accounting, or a related field is required
  • Master’s degree preferred
  • Three (3) years in financial planning, analysis, and modeling is required
  • Exact job experience is considered any of the above tasks in HME, Distribution or Healthcare environment
  • Ability to present financial information to a non-financial audience
  • Working knowledge of financial strategies
  • Strong organizational and multitasking skills
  • Excellent communication, interpersonal and presentation skills
  • Detail-oriented and able to perform in a high-pressure environment
  • Strong analytical thinking and problem-solving skills
  • Expert level of Excel skills including pivot tables and advanced formulas
  • Proficient computer skills and knowledge of Microsoft Office
  • Solid ability to learn new technologies and possess the technical aptitude required to understand flow of data through systems as well as system interaction
  • Must maintain patient confidentiality and function within HIPAA guidelines
  • Must complete assigned compliance training and other educational programs as required
  • Must maintain compliance with AdaptHealth’s Compliance Program

Benefits

Comp & perks
  • Full-service home medical equipment products and services
  • Equal opportunity employment