- Please note that this in an onsite role in our Birmingham, Alabama office.
The Financial Modeling and Trend Analyst is responsible for projecting key performance indicators and using those projections to drive models that detail expected business performance across various levels of the organization. This role provides critical information to the entire organization, including senior leadership, investors, functional teams, and operators. The ideal candidate exhibits curiosity, a willingness to test and learn from failure, disciplined modeling behaviors, and comfortability presenting and defending their work product to senior leaderships.
KEY SUCCESS METRICS
- Establishment of processes and documentation for new and existing work streams
- Timeliness and Accuracy of reporting
- “Buy-in” of key stakeholders to forecast outputs
KEY RESPONSIBILITIES
- Project key performance indicators for the business, and communicate how those projections affect future performance
- Conduct scenario analysis to communicate a range of possible outcomes
- Sensitivity test key variables to understand where the risk/opportunity is in the business
- Use various tools, including but not limited to Python, R, Power BI, and Excel, for projections and modeling
- Develop executive-ready presentations in PowerPoint that communicate financial forecasts and associated KPIs
- Collect feedback from business partners and incorporate into the modeling
- Make reasonable decisions/assumptions where data inconsistencies or gaps may exist
- Create and maintain comprehensive process documentation
- Drive process improvement and automation wherever able
ROLE COMPETENCIES
Operational Execution
- Takes ownership of responsibilities and follows through on commitments
- Provides timely updates and responses to stakeholder requests
- Consistently follows established procedures and maintains high-quality standards
- Proactively catches errors and maintains rigorous data accuracy standards
- Effectively prioritizes tasks to meet deadlines and service level expectations
- Creates clear, comprehensive documentation that others can easily follow
- Identifies opportunities to automate manual tasks and streamline workflows
Financial Stewardship
- Uses organizational resources efficiently for business related activities
Cross-Functional Collaboration
- Builds positive working relationships with FP&A, Operations, HR, Analytics, Investor Relations, Business Intelligence, and Accounting teams
- Contributes to a collaborative environment and supports colleagues when needed
Change Management
- Welcomes feedback and suggestions for improving workflows
- Adapts quickly when priorities shift or processes change
- Responds quickly to source data changes, including ERP transitions
- Works through different types of “bad data” including gaps, missing observations, and structural changes
Communication
- Creates user-friendly guides, training materials, and process documentation
- Develops professional, engaging presentation decks that effectively convey information
- Seeks to understand needs before providing solutions or recommendations
- Communicates clearly and professionally in all written correspondence
WAG Values
- Leads with respect, integrity, and accountability
- Treats others with empathy and respect
- Exemplifies and leads the team to align with WAG values
- Collaborates with the team to focus on solutions
- Finds a way to say yes
REQUIRED EXPERIENCE AND EDUCATION
-
Bachelor's degree in Mathematics, Data Science, Economics, Business Analytics or related field
-
3 or more years of experience in an analytical role
-
Experience with utilizing AI tools to automate and build processes.
-
Experience with Python, R, SQL
-
Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
-
Strong attention to detail with demonstrated ability to maintain data accuracy
-
Excellent organizational skills with the ability to manage multiple tasks and deadlines
-
Reside in Birmingham, Alabama and work onsite.
As part of the Mission Pet Health family, you get the stability of a local practice backed by the comprehensive benefits and resources of a larger network. The focus is on investing in you, so you can focus on what you love.
Note: Our comprehensive benefits package is designed to support you at every stage. Eligibility for specific benefits varies based on your role and hours worked.
A competitive hourly rate or salary based on your experience and role.
We offer comprehensive coverage options including Medical, Dental, and Vision insurance, along with access to our Employee Assistance Program (EAP) for all teammates.
Plan for your future with our 401k retirement options and additional financial protection benefits like Life Insurance and Disability coverage.
We support your career goals with opportunities for professional development, including educational assistance for qualified teammates to enroll in AVMA-accredited veterinary technician programs.
Join a nationwide community of over 20,000 veterinary professionals who share a passion for collaboration, career growth, and sharing best practices.
Enjoy discounted veterinary care for your own pets, access to an online discount platform, and free 24/7 access to doctors through Teladoc.
Mission Pet Health was founded by veterinarians on the belief that local practices thrive with clinical autonomy, collaboration, and medical excellence. The organization provides world-class support to its 850+ hospital teams on a hyper-local basis so they can focus on what matters most: the medicine, their patients, and their team culture. Learn more at missionpethealth.com.
Driving the award-winning culture are the WAG values – Work Together, Amaze, and Grow. Mission Pet Health is veterinarian-led, people-focused, and on a mission to be the best place to work in veterinary medicine. We are proud to be recognized as a 2025 "Most Loved Workplace," ranked #2 in America's Top 100 and #1 in veterinary care.
Reasonable Accommodations: Applicants with disabilities may be entitled to reasonable accommodation. Please contact [email protected] with your request and contact information.
EEO Statement: Mission Pet Health is an equal opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees.
