Financial Planning & Analysis Analyst

Overview

A growing healthcare technology portfolio company is seeking a full-time FP&A Analyst to join their finance team remotely. This role reports directly to the CFO and plays a critical part in financial planning, reporting, and strategic decision-making across a $100M+ revenue portfolio of healthcare services and technology businesses.

Responsibilities

• Own and maintain the rolling financial model, including monthly re-forecasting of P&L, cash flow, and balance sheet.
• Support the annual budgeting process by coordinating submissions and consolidating group-level views.
• Track actuals versus budget and forecast, producing variance analysis with clear narratives.
• Prepare and distribute monthly internal reporting packs covering KPIs, financial performance, and departmental costs.
• Develop and maintain dashboards and reporting templates to enhance financial insight delivery.
• Support board and investor reporting with accurate financial data and commentary.
• Build financial models and business cases to support strategic initiatives, investments, and new program evaluations.
• Conduct ad hoc analyses for senior leadership, translating complex data into actionable recommendations.
• Partner with operational teams to understand cost and revenue drivers, providing financial challenge and support.
• Maintain data integrity across financial models and reporting outputs, ensuring consistency with management accounts.
• Identify and implement process improvements, including automation and tooling enhancements.
• Support the month-end close process in coordination with the accounting team.

Requirements

• 2 to 4 years of experience in FP&A, finance analyst, or similar analytical finance roles.
• Strong financial modeling skills with advanced Excel proficiency; capable of building models from scratch and stress-testing assumptions.
• Experience preparing management accounts, budgets, and forecasts in a multi-entity or group finance environment.
• Ability to translate financial data into clear, concise narratives for non-finance stakeholders.
• High attention to detail with a structured, methodical approach to managing competing priorities.
• Comfortable working in a fast-paced environment with evolving priorities and limited prior structure.
• Demonstrable hands-on experience applying AI tools in a finance context (e.g., large language models, AI-assisted analysis, automation) with tangible examples.
• Proven experience implementing or significantly configuring FP&A platforms or financial reporting tools such as Adaptive Insights, Anaplan, Planful, or Vena.

Preferred Qualifications

• Experience with BI or reporting tools such as DOMO, Power BI, or Tableau.
• Exposure to healthcare, technology-enabled services, or private equity-backed business environments.
• Part-qualified or fully qualified accountant (ACCA, CIMA, CPA, or equivalent).
• Experience building or maintaining a rolling 12-month financial model.
• Familiarity with revenue recognition, cost of service analysis, or clinical program economics.

Compensation & Benefits

• Competitive base salary: $90,000 – $115,000 annually.
• Performance-based annual bonus eligibility.
• Unlimited paid time off.
• Medical, dental, vision, and supplemental insurance options.
• 401(k) plan with 3.5% company match.
• Company-provided equipment.

Location

• Remote position.

Additional Information

This role requires genuine curiosity and comfort with AI tools as a core productivity multiplier. Candidates must be willing to actively use AI technologies such as Claude, ChatGPT, and workflow automation platforms in their daily work. This is a highly visible position that directly influences how the business is run and offers the opportunity to help build a forward-thinking finance function from the ground up.