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Financial Analyst-Planning and Forecasting (Hybrid)

Concordance Healthcare Solutions LLC
vision insurance, long term disability, 401(k), retirement plan, remote work
United States, Ohio, Tiffin
85 Shaffer Park Drive (Show on map)
Feb 04, 2026
Description At Concordance Healthcare Solutions, we believe that each team member makes a difference in driving our purpose of positively impacting lives forward. Concordance is committed to our guiding principles of financial stewardship, accountability, forward thinking, aligned relationships and an inclusive culture. This is done through maintaining an unwavering amount of respect and commitment with our employees and customers, being authentic to who we are and operating with the highest levels of integrity. Through our dedicated staff of over 750 employees, working in strategically-located distribution centers across the country, we offer dynamic supply chain solutions to the entire healthcare continuum. We have a job opening for a full-time Financial Analyst-Planning and Forecasting in our Tiffin, OH distribution center. The primary role of the Financial Analyst-Planning and Forecasting (FP&A) will support financial planning, forecasting, budgeting, and management reporting while also contributing to core treasury activities. This role combines traditional FP&A responsibilities with hands-on cash management, including preparation and maintenance of a rolling 13-week cash flow forecast, borrowing base certificates, and credit management. The ideal candidate has 3-5 years of experience, strong analytical skills, and a solid understanding of liquidity management and working capital. Essential Functions: Financial Planning & Forecasting (FP&A) Support annual budget, quarterly forecast, and long-range planning processes. Develop and maintain financial models to evaluate business performance and scenarios. Analyze actual vs. budget/forecast variances and clearly explain key drivers. Lead in strategic and ad-hoc financial analysis for leadership decision-making. Management Reporting & Business Insights: Prepare monthly management reports, KPIs, dashboards, and executive presentations. Provide actionable insights on cost trends, revenue performance, and profitability. Partner with business leaders to understand operational drivers and financial impacts. Treasury & Cash Management: Prepare, maintain, and enhance a rolling 13-week cash flow forecast. Monitor daily and weekly cash positions and short-term liquidity needs. Assist with bank reporting, covenant tracking, and lender information requests. Support cash forecasting assumptions in coordination with FP&A forecasts. Strategic Initiatives & Execution Support Contribute financial analysis and modeling for strategic initiatives such as: Cost transformation or margin improvement programs. Commercial, pricing, or growth initiatives. Capital investment or restructuring projects. Partner with cross-functional teams to translate strategic objectives into financial targets. Develop business cases, ROI analyses, and scenario models to support investment decisions, monitor progress and prepare updates and insights for leadership on initiative status, financial impact, and realized benefits. Other duties as assigned. What You will Need to be Successful: Bachelor's Degree in Finance, Accounting, Economics or statistics, or equivalent combination of education and experience. 3-5 years of previous experience in an Accounting, Finance, analytical or business modeling role is required. High proficiency in Microsoft Office, with a strong fluency in Excel formulas and functions. Strong data gathering and analytical skills with proficiency in the development and interpretation of financial models. Excellent leadership and communication skills in order to effectively lead cross-functional projects. Self-starter with strong interpersonal communication and problem-solving skills. Must be detail-oriented and possess strong analytical skills. Successfully pass a pre-employment (post offer) background check and drug screening. Work Location: This role is located in Tiffin, OH. With the possibility of a work from home hybrid model (in office part of the week and remote part of the week). We offer great benefits and competitive pay! Health, Life, Dental, Vision Insurance Paid Vacation and Personal time, Paid Holiday 401K Retirement Plan - Company match Company paid Short Term & Long Term Disability Concordance Healthcare Solutions, LLC is committed to being the most respected, innovative, national, multi-market healthcare solutions company earning the highest level of trust by operating with integrity, unwavering commitment and exceptional service through our culture of excellence. Through our dedicated staff of over 750 employees, working in strategically-located distribution centers across the country, we offer dynamic supply chain solutions to the entire healthcare continuum. Concordance Healthcare Solutions is proud to provide Equal Employment Opportunities to all individuals for employment and prohibits any kind of discrimination on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, or any other characteristic protected by federal, state or local laws. Consistent with the Americans with Disabilities Act, our organization is committed to providing reasonable accommodation to qualified applicants and employees as requested. If reasonable accommodation is necessary for the interview process, please contact hr-admin@concordancehs.com. Position will remain open until filled. Interested applicants should apply on-line at http://www.concordancehealthcare.com/careers. Internal employees should apply on-line through UKG Pro by selecting Menu > Myself > My Company > View Opportunities Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.