Financial Operations Analysts

Financial Operations Analyst

Farmingdale, NY

Job Summary

We are seeking a motivated and analytical Financial & Operations Analyst to support reporting, business performance analysis, operational insights, and strategic initiatives within a growing Medical Equipment company. This individual will work directly with company leadership to help drive data-informed decision-making across sales, operations, finance, and overall business performance.

The ideal candidate is highly detail-oriented, comfortable working with data, and eager to contribute in a fast-paced entrepreneurial environment. This role offers strong exposure to business strategy, operational analytics, financial reporting, and executive-level decision support.

Key Responsibilities

• Prepare weekly, monthly, and quarterly business performance reports and dashboards.
• Analyze sales, operational, financial, and inventory data to identify trends, risks, and growth opportunities.
• Develop and maintain KPIs, management reports, and executive presentations.
• Support strategic planning, forecasting, budgeting, and business analysis initiatives.
• Monitor revenue performance, margins, inventory levels, and operational efficiency metrics.
• Conduct market, industry, and competitor research within the healthcare and medical equipment sectors.
• Assist leadership with reporting and analysis related to business growth and operational performance.
• Collaborate with finance, sales, operations, and vendor teams to collect, validate, and analyze data.
• Identify opportunities to improve reporting processes, workflow efficiency, and data automation.
• Support ad hoc projects and analytical initiatives for senior management.

Qualifications

• Bachelor's degree in business, Finance, Economics, Accounting, Healthcare Management, or related field.
• 3 years of experience in business analysis, Private Equity or Investment Banking experience a must.
• Strong analytical, problem-solving, and organizational skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Ability to interpret data and communicate actionable business insights.
• Strong attention to detail and ability to manage confidential information.
• Excellent communication skills with the ability to work cross-functionally.

Preferred Qualifications

• Experience or interest in healthcare, medical equipment, distribution, or related industries.
• Familiarity with Power BI, Tableau, SQL, or reporting automation tools.
• Understanding of business KPIs, financial metrics, and operational reporting.
• Experience supporting leadership teams with reporting and strategic analysis.
• Comfortable working in a fast-growing entrepreneurial business environment.

Skills

Analysis Skills, Automation, Banking Services, Budgeting, Business Analysis, Business Growth, Business Operations, Business Strategy, Communication Skills, Competitive Research, Computer Networks, Cross-Functional, Data Analysis, Data Quality, Decision Support, Detail Oriented, Economics, Entrepreneurship, Finance, Financial Analysis, Financial Metrics, Financial Operations, Financial Reporting, Forecasting, Healthcare, Healthcare Management, Inventory Levels, Investment Services, Leadership, Medical Billing, Medical Equipment, Metrics, Microsoft Excel, Microsoft PowerPoint, Operational Audit, Operational Strategy, Operational Support, Organizational Skills, Performance Analysis, Performance Metrics, Power BI, Problem Solving Skills, Process Improvement, Reporting Dashboards, Risk Analysis, SQL (Structured Query Language), Sales Analysis, Sales Operations, Strategic Analysis, Strategic Planning, Tableau, Trend Analysis

About the Company

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