Analyst, Financial Planning & Analysis

Overview

A leading provider of technology-enabled revenue cycle management solutions for health systems is seeking a Financial Planning & Analysis (FP&A) Analyst to join their growing team. This role supports hospitals and affiliated physician groups by delivering financial insights and strategic analysis to drive business decisions.

Responsibilities

• Lead the creation of the annual budget and quarterly forecasts
• Collaborate with business leaders to develop revenue and expense estimates
• Build pro forma financial models to forecast business performance and financial results
• Analyze data to provide financial insights and recommendations
• Utilize Workday Adaptive Planning to manage financial data and build planning models
• Monitor actuals versus budget and forecast, preparing variance explanations
• Advise on pricing and decision-making for new initiatives and business opportunities
• Assist in preparing executive, Board, and investor presentations
• Support capital planning, scenario planning, and M&A activities as needed
• Document work processes, data sources, and definitions
• Partner with Strategy and Analytics teams to define and monitor KPIs
• Collaborate with Accounting to support month-end close and audits
• Assess financial impacts of strategic initiatives and incorporate into forecasts

Requirements

• Bachelor’s degree (BA/BS)
• Minimum 2 years of experience in consulting, finance, or FP&A at a high-growth or large organization
• Strong financial modeling, quantitative, and analytical skills
• Proficiency in Excel and PowerPoint; basic knowledge of SQL or data visualization is a plus
• Excellent communication and presentation skills
• Collaborative and self-motivated work style
• Familiarity with US GAAP and ability to explain differences between GAAP and cash financials
• Experience presenting to leadership
• Experience with Adaptive Planning preferred
• Experience supporting IT organizations as a financial analyst preferred
• Project management experience preferred
• Knowledge of Six Sigma, Lean, or Agile methodologies preferred
• Openness to innovation and use of AI to improve processes
• Ability to work remotely with willingness to travel quarterly to client or corporate locations

Compensation & Benefits

• Salary range: $63,100 - $108,900, based on experience
• Bonus incentives
• Paid certifications
• Tuition reimbursement
• Comprehensive benefits package supporting physical, emotional, and financial health
• Career advancement opportunities

Location

• Remote position with quarterly travel required

Equal Opportunity

The employer is an equal opportunity employer and does not discriminate based on race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, military or veteran status, genetic information, or any other protected category. Reasonable accommodations are provided in accordance with applicable laws.