Senior Financial Analyst - Alivia - (B. Axelrod)

Job Title: Senior Financial Analyst

Company Overview: Alivia Analytics, LLC is a fast-growing technology company in healthcare technology and tech-enabled services and owned by two leading private equity firms in healthcare technology. We are at the forefront of innovation, providing cutting-edge solutions in a dynamic and evolving industry.

Position Overview: We are seeking a talented and motivated Senior Financial Analyst to join our team in our corporate office in Newtown Square.   Reporting directly to the Chief Administrative Officer, the Senior Financial Analyst will play a crucial role in supporting our rapid growth by providing insightful financial analysis, building Board-level materials, and driving forecasting activities.

Key Responsibilities:

1. Financial Forecasting:

1. Collaborate with senior leadership and other departments to develop and maintain accurate financial forecasts.


2. Provide regular updates on financial performance and projections.

1. Board-Level Reporting:

1. Prepare comprehensive and insightful financial reports, metrics,  and presentations for Board meetings.


2. Convey complex financial information in a clear and concise manner.

1. Data Analysis:

1. Utilize advanced Excel skills to analyze large datasets and extract meaningful insights.


2. Identify trends, risks, and opportunities to support strategic decision-making.

1. Collaboration and Communication:

1. Work closely with the Chief Administrative Officer, senior leadership, and the accounting team to ensure alignment on financial goals and reporting.


2. Communicate financial insights to non-financial stakeholders in an accessible manner.

1. Professional Development:

1. Stay informed about industry trends, regulations, and best practices.


2. Continuously improve financial analysis processes and methodologies.

Qualifications:

1. Experience:

1. 2-5 years of relevant financial analysis experience.


2. Previous experience in private equity or investment banking is advantageous.

1. Education:

1. Bachelor's degree from a reputable university, with a focus on finance, accounting, or a related field.


2. MBA in finance desired but not required.

1. Skills:

1. Exceptional proficiency in Excel and PowerPoint.


2. Strong analytical skills with the ability to work with large sets of data.


3. Excellent communication and presentation skills.

1. Career Growth Potential:

1. The ideal candidate should have the potential to grow into a VP of Financial Planning role within Company or a Senior Associate/ Vice President position within one of our private equity firms.

How to Apply: Please submit your resume and a cover letter outlining your relevant experience and why you are a suitable candidate for this position to jobs@sourcedge.com

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Compensation: Competitive salary and benefits package.