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.