Financial Analyst

Overview

OCD Anxiety Centers is dedicated to helping underserved clinical populations with anxiety disorders. We are an evidence-based practice that stays current with research and ongoing training to deliver effective care.

• Quarterly performance bonus
• Generous paid time off: 15 days PTO (120 hours)
• 5 paid sick days (40 hours)
• 9 paid holidays (72 hours)
• 401(k) with company match
• Comprehensive medical, dental, and vision coverage with up to 80% of premiums covered by the company (varies based on coverage level)
• HSA with company contribution
• Tuition reimbursement and CEU support
• Company-paid life insurance + voluntary supplemental options
• Paid, specialized training from day one
• Ongoing professional development and advancement pathways

Our success depends on the trust and confidence we earn from employees, clients, and the community. Our values guide ethical business conduct: we act with integrity and communicate honestly, meet the company’s needs and deliver for clients, are accountable for our actions, work as a team with excellence and innovation, and respect diversity.

The Financial Analyst leads enterprise FP&A, management reporting, forecasting, budgeting, and decision support across 10 companies in a fast-growing mental health organization. The role translates financial and operating data into insights for the Controller and business leaders, builds scalable models and dashboards, and supports growth, labor, profitability, cash flow, and resource-allocation decisions.

• Monthly management reporting and budget-to-actual, forecast, and prior-year variance analyses completed within the approved calendar with at least 98% data and formula accuracy.
• Annual budgets, rolling forecasts, and long-range plans completed on schedule with assumptions documented and reconciled to source systems and the general ledger.
• Consolidated and entity forecasts for revenue, labor, operating expense, EBITDA, cash, and headcount meeting accuracy thresholds with material variances explained and actions identified.
• Financial and operational dashboards for clinician capacity, utilization, productivity, staffing, revenue, sales, and entity performance refreshed on schedule and reconciled to approved data.
• Decision-support models and scenarios delivered by agreed deadlines with clear assumptions, sensitivities, risks, opportunities, and recommendations.
• Quarterly improvements proposed or implemented for automation, data quality, reporting clarity, controls, and forecast efficiency.
• Upon achieving these KPIs, supervision will review progress and establish new performance goals.

• Demonstrate advanced knowledge of FP&A, driver-based forecasting, budgeting, financial modeling, management reporting, and performance measurement.
• Demonstrate strong business acumen and the ability to connect operating drivers to financial results across a multi-entity, multi-state, high-growth organization.
• Demonstrate executive-ready communication, data storytelling, sound judgment, confidentiality, accountability, and constructive challenge.
• Demonstrate advanced Excel capability, systems and data discipline, and the ability to build repeatable models, dashboards, scorecards, and documentation.
• Demonstrate calm urgency, independent problem-solving, cross-functional influence, and prompt escalation of material risks, opportunities, or data limitations.