Financial Analyst

Financial Analyst – ICBD 
Downtown Fort Lauderdale, FL HQ – In-Office

About ICBD 

ICBD is a robust single-family office focused on private investment and business development, supporting exceptional companies in healthcare, technology, and beyond.

We own and operate a growing portfolio of high-performance businesses united by a shared commitment to people, operational excellence, and long-term value creation. But we’re not just building businesses—we’re building a legacy of leadership, innovation, and purpose.

Joining ICBD means you'll be part of the team behind some of the fastest-growing companies in healthcare, technology, and business services. We are proudly self-funded, committed to sustainable growth, and led by visionary thought leaders—including our CEO and Founder, the 2024 Ernst & Young U.S. Entrepreneur Of The Year® National Overall Award winner.

Our most visible success is ABA Centers, a revolutionary leader in autism care and diagnostics, ranked #5 on the 2024 Inc. 5000 list of fastest-growing private companies in the U.S.

The ICBD portfolio includes these dynamic organizations united by strategic vision, operational expertise, and unwavering commitment to excellence: 

• ABA Centers – The leading provider of autism care in the U.S., with 13 regional brands and 70+ operating areas.
• GateHouse Treatment – A comprehensive network of substance use disorder programs that address the full spectrum of recovery needs from medical treatment to supportive housing and respite services.
• Marquis MD – A concierge medicine concept redefining healthcare by prioritizing convenience, connection, and care powered by advanced technology.
• Exact Billing Solutions – Innovative revenue cycle management and advanced billing support systems for healthcare providers.
• Curative AI – A next-generation platform using AI to disrupt and transform the healthcare system by providing new solutions for revenue cycle management, scheduling, medical documentation, clinical and diagnostic support, and more.
• The Christopher M. Barnett Family Foundation – The philanthropic heart of ICBD, advancing programs that address autism care, food insecurity, homelessness, women’s empowerment, and underserved children.

Recognition & Awards

At ICBD, our commitment to operational excellence, ethical leadership, and transformative care has earned us recognition across industries. Our portfolio companies and leadership team have been honored with multiple awards, including:

• Inc. 5000 – 5th Fastest-Growing Private Company in America (2024).
• Financial Times – #1 on "The Americas' Fastest Growing Companies."
• EY Entrepreneur Of The Year® U.S. Overall.
• South Florida Business Journal’s Top 100 Companies.
• Florida Trend Magazine's 500 Most Influential Business Leaders.
• Inc. Best in Business, Health Services.

About the Role— Drive Financial Insights. Fuel Rapid Growth.
Step into a high-impact role where your analysis will shape the future of some of the fastest-growing companies in the country. We’re looking for a team player with excellent organizational skills and an eye for detail to conduct financial analyses and report results.

As Financial Analyst at ICBD, you’ll go beyond crunching numbers—partnering directly with visionary leaders to deliver insights that guide bold decisions and fuel strategic expansion. This is your opportunity to work in a dynamic, award-winning environment, surrounded by industry trailblazers, and contribute to a portfolio that’s transforming healthcare, technology, and more.

The Financial Analyst will support ICBD’s budgeting, forecasting, financial reporting, 13-week cash flow planning, and management reporting across multiple entities. This role requires a hands-on professional who can work with large data sets, build clear reporting packages, improve financial visibility, and provide timely support to leadership. The ideal candidate will bring strong analytical skills, solid business judgment, advanced Excel capabilities, and practical Power BI experience.

This position is designed for someone who can operate in a fast-moving environment, help improve financial presentations, and support both day-to-day analysis and longer-term planning needs.

Key Responsibilities

• Prepare monthly financial reporting packages, including variance analysis against budget, forecast, and prior period results.
• Support the annual budget process and maintain rolling forecasts across multiple entities.
• Build and maintain 13-week cash flow forecasts and assist with liquidity planning.
• Create and enhance management dashboards and reporting using Power BI and Excel.
• Analyze revenue, payroll, operating expenses, and key balance sheet trends and provide clear explanations to management.
• Work with accounting and operations teams to improve financial visibility, reporting accuracy, and process discipline.
• Develop ad hoc models and analyses to support decision-making, staffing plans, and business initiatives.
• Help strengthen reporting processes and financial presentations for leadership.
• Organize and analyze large data sets from multiple systems and convert them into actionable insights.
• Assist with onboarding new entities, reporting structures, and financial planning requirements as the organization grows.

Qualifications and Experience

• 5+ years of experience in financial analysis, FP&A, accounting, or a related finance role.
• Strong experience with NetSuite.
• Strong experience with budgeting, forecasting, and financial modeling.
• Experience preparing or maintaining 13-week cash flow forecasts.
• Strong proficiency in Power BI and advanced Microsoft Excel.
• Ability to work with large data sets and transform raw data into meaningful financial insights.
• Solid understanding of the income statement, balance sheet, and cash flow statement.
• Strong communication skills and ability to present financial information clearly to leadership.
• Ability to work independently, manage multiple priorities, and operate with urgency.
• Strong organizational skills and attention to detail while maintaining a broader business perspective.
• Experience with multi-entity environments, ERP systems, and management reporting is preferred.

 Preferred Profile

• Hands-on analyst who can support both strategic reporting and day-to-day financial needs.
• Comfortable building executive-level presentations and reporting packages.
• Able to identify trends, explain variances, and highlight risks and opportunities quickly.
• Strong business partner who can work effectively with finance, accounting, and operations teams.

Requirements

• Bachelor’s degree (Finance, Accounting, or Economics preferred).
• 5+ years’ experience in Finance or related field.
• CPA license is a plus.
• Healthcare experience (preferred).
• Multiple-company corporate experience (preferred).
• Proven work experience as a Financial Analyst, Financial Analyst, or similar role.
• Proficiency in data manipulation, visualization, and statistical analysis.
• Hands-on experience with financial and statistical software.
• Ability to read and interpret financial statements.
• Excellent communication, modeling, presentation, and analytical skills
• Ability to maintain clean background/drug screenings and driving record

Benefits

• 21 paid days off (15 days of PTO, which increases with tenure, plus 6 holidays).
• Flexible Spending Account (FSA) and Health Savings Account (HSA) options.
• Medical, dental, vision, long-term disability, and life insurance.
• Generous 401(k) with up to 6% employer match.

At ICBD, we believe leadership, innovation, and purpose go hand in hand. Be part of a team where your work drives lasting impact and your career reaches new heights.

ICBD participates in the U.S. Department of Homeland Security E-Verify program.

Recruiter ID: #LI-JW1