About This Role
Working with US clients, the Financial Planning and Analysis Analyst is responsible for financial reporting, forecasting, compliance monitoring, financial analysis, and business decision support. This role requires strong analytical skills, advanced Excel expertise, and the ability to work with large datasets while maintaining high levels of accuracy.
Responsibilities
- Prepare recurring financial reports and management dashboards
- Perform cash flow reporting and monitor key financial metrics
- Support revenue forecasting and variance analysis
- Manage and analyze credentialing dashboard reports
- Maintain cash compliance documentation
- Conduct monthly NCR rate analysis and identify trends
- Analyze financial data, contracts, reimbursement structures, and business performance
- Provide actionable insights to support decision-making
- Support revenue recognition and financial compliance activities
- Provide ad hoc accounting and financial analysis support
- Collaborate with cross-functional teams to improve reporting efficiency and accuracy
- Assist with process improvements and financial audits
Requirements
- Qualified Chartered Accountant (CA) - Mandatory
- Experience working with US clients
- Strong understanding of US GAAP
- 3+ years of experience in Financial Reporting, FP&A, Business Finance, or Financial Analysis
- Advanced Microsoft Excel (Pivot Tables, XLOOKUP/VLOOKUP, complex formulas, data validation)
- Strong analytical, problem-solving, and financial modeling skills
- High attention to detail and data accuracy
- Excellent communication and stakeholder management skills
- Ability to manage recurring deadlines and multiple priorities
Nice to have:
- Cash Flow Reporting and Revenue Forecasting
- Financial Compliance and Revenue Recognition
- Financial dashboards, reporting tools, and ERP/accounting systems
- Contract analysis and reimbursement analysis
- Healthcare or medical services industry experience
Important Details
- Shift Timing: US Shift (5:00 PM - 2:00 AM IST)
Application Process
- Apply only if you are a Qualified CA with experience supporting US clients and working under US GAAP standards