Financial Analyst
Lincare
Summary
The Financial Analyst is responsible for supporting assigned business units through budgeting, forecasting, month-end reporting, and financial analysis.
Job description
- Partners with Regional Vice Presidents, Operations Leadership, Corporate Accounting, and Finance Leadership to provide timely and accurate financial information that supports operational and financial decision-making
- Assists with annual budget development, monthly forecasting, variance analysis, management reporting, and business performance monitoring within a medical supply and durable medical equipment (DME) environment
JOB FUNCTIONS
- Prepares recurring monthly, quarterly, and annual financial reports for operational and finance leadership
- Supports annual budgeting, monthly forecasting, and long-range planning activities for assigned business units
- Performs variance analysis comparing actual results to budget, forecast, prior year, and management expectations
- Analyzes revenue, gross margin, operating expenses, labor costs, and profitability drivers to identify trends, risks, and opportunities
- Partners with Regional Vice Presidents and Operations Leadership to understand business performance and support decision-making
- Assists in the preparation and distribution of monthly business reviews and management reporting packages
- Maintains planning models, forecast files, databases, and reporting tools utilized by the FP&A department
- Supports month-end financial review processes and collaborates with Corporate Accounting to ensure reporting accuracy and consistency
- Monitors key financial and operational performance indicators and communicates significant changes to FP&A leadership
- Performs ad hoc financial analyses and reporting requests in support of business initiatives and management decision-making
- Assists in the preparation of financial presentations and supporting documentation for leadership review meetings
- Develops and maintains an understanding of operational and financial drivers impacting business unit performance
Qualifications
Education
- Bachelor's Degree in Finance, Accounting, or related field, Required
Work Experience
- 1-2 years FP&A, Finance, Accounting, Corporate Finance, or related analytical background, Required
- Healthcare, Health Insurance, DME background, Preferred
- utilizing Power BI for reporting and dashboard analysis, preferred
- ERP systems - Oracle, preferred
Knowledge, Skills, and Abilities
- Strong Microsoft Excel, including Pivot Tables, XLOOKUP, INDEX/MATCH, financial formulas, and data analysis techniques
- budgeting, forecasting, variance analysis, and financial reporting
- Power Query and SQL, preferred
- Strong analytics and problem-solving
- Strong attention to detail and commitment to data accuracy
- Strong written and verbal communication
Requirements
- Bachelor's Degree in Finance, Accounting, or related field, Required
- 1-2 years FP&A, Finance, Accounting, Corporate Finance, or related analytical background, Required
- Strong Microsoft Excel, including Pivot Tables, XLOOKUP, INDEX/MATCH, financial formulas, and data analysis techniques
- budgeting, forecasting, variance analysis, and financial reporting
- Strong analytics and problem-solving
- Strong attention to detail and commitment to data accuracy
- Strong written and verbal communication
- Healthcare, Health Insurance, DME background, Preferred
- utilizing Power BI for reporting and dashboard analysis, preferred
- ERP systems - Oracle, preferred
- Power Query and SQL, preferred
Company overview
Lincare Holdings Inc. is a leading respiratory healthcare company and the largest distributor of home respiratory care equipment in the United States. Headquartered in Clearwater, Florida, the company serves approximately 1.8 million patients nationwide through its extensive network of over 700 locations across 48 states. As a subsidiary of Linde plc, Lincare specializes in providing comprehensive home respiratory therapy services and durable medical equipment, including oxygen therapy systems, nebulizers, sleep apnea products, ventilators, enteral therapy, and mobility aids. The company employs approximately 11,000 dedicated professionals, including 1,300 licensed clinicians who deliver personalized care directly to patients' homes. Lincare operates through a family of businesses that offer specialized services ranging from pediatric respiratory care to digital communication devices for patients with disabilities. With a strong focus on patient education and relationship-building, Lincare has established itself as a trusted provider in the home healthcare industry, transforming how respiratory care is delivered to improve patients' quality of life and overall well-being.