Financial Analyst, Senior

Provider - Centered. Patient-Focused. Built for What Healthcare Should Be.

At Bookmark Medical, we are building a healthcare experience rooted in trust, teamwork, compassion, and continuous progress. We believe the best care happens when providers and care teams have the support, technology, and resources they need to focus on what matters most - patients.

Our mission is simple: improve lives through high-quality continuous care. Through connected care teams, innovative tools, and collaborative culture, we are creating a healthcare experience where patients are known, supported, and never have to start over.

Whether you are caring directly for patients, supporting operations, or helping grow our organization, you will join a team that values your expertise, encourages your growth, and empowers you to make a meaningful impact every day.

If you are looking for more than just a job, if you are looking for a purpose-driven career where your work truly matters, we would love to meet you.

Bookmark Medical is seeking a Senior Financial Analyst to support the finance function across treasury, budgeting, cash forecasting, and M&A integration. This role is designed to provide leverage to senior finance leadership as the company scales its multi-site clinic network, and will take ownership of high-value analytical and operational workstreams currently managed at the leadership level. This is not a traditional accounting role - the position does not include journal entry preparation, month-end close, or GL maintenance - and is instead focused on forward-looking financial analysis, planning, and execution support.

This is an excellent opportunity for a high-performing analyst looking to build broad exposure across corporate finance, treasury, and M&A in a fast-growing, PE-backed healthcare services company.

Key Responsibilities

Budgeting & FP&A

• Own significant portions of the annual budgeting process, including calendar management, template distribution, and consolidation across departments/clinics
• Build and maintain variance analysis (budget vs. actual) for monthly management reporting
• Support ad hoc financial modeling for strategic initiatives (org structuring, new service lines, capital projects)

Treasury & Cash Management

• Support daily cash positioning and short-term liquidity management across bank accounts and entities
• Assist with cash forecasting models (13-week rolling forecast, longer-term liquidity projections)
• Help monitor covenant compliance and credit facility utilization
• Support banking relationship administration (account management, signer updates, reporting requests)

M&A Integration

• Support closing statement preparation and net working capital true-up analysis for acquisitions and divestitures
• Assist with financial due diligence workstreams on new transactions
• Own or co-own post-close integration tracking (financial systems, reporting cadence, synergy tracking)
• Coordinate with cross-functional integration teams (IT, HR, Revenue Cycle) to track integration milestones

General Finance & Ad Hoc Analysis

• Prepare recurring and ad hoc financial analysis for leadership, board, and sponsor reporting
• Support special projects (supply chain/GPO analysis, payroll/HRIS transitions, financial systems initiatives)
• Assist in developing and maintaining financial dashboards and reporting infrastructure

What This Role Is Not

• No journal entry preparation, account reconciliation, or month-end close responsibilities
• No day-to-day accounts payable or vendor payment processing
• Not a compliance/audit-focused role (though will interface with audit as needed for treasury/FP&A schedules)

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 3-6 years of experience in corporate finance, FP&A, investment banking, transaction advisory, or a related analytical finance role
• Advanced Excel modeling skills (three-statement modeling, scenario/sensitivity analysis)
• Strong analytical and problem-solving skills with high attention to detail
• Excellent written and verbal communication skills; comfortable presenting analysis to senior leadership

Preferred

• Experience in healthcare services, multi-site/multi-entity organizations, or PE-backed companies
• Exposure to M&A processes (diligence, closing mechanics, integration)
• Familiarity with treasury operations and cash management
• Experience with financial systems (Sage Intacct, NetSuite, or similar) and/or data tools (SQL, Databricks, Power BI/Tableau)
• MBA or progress toward CFA/CPA aplus but not required (note: not a CPA-track accounting role)

Why You Will Love Working Here

Benefits include:

• Medical, dental, and vision coverage
• Company funded HSA + exclusive healthcare discounts
• 401(k) with company match
• Company paid life insurance
• Flexible time off + Vacation Exchange Program

What We Value Trust. Ownership (Together). Compassion. Relentless Progress. These values shape how we show up for patients - and for each other.

Bookmark Medical is committed to a workplace that supports and sustains inclusion and belonging. Bookmark Medical does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, age, physical or mental disability, pregnancy, childbirth or related medical conditions, military service obligations, citizenship, sexual orientation, genetic information, or any other characteristic protected by applicable local, state, or federal law.