FP&A Analyst

Overview

This role involves supporting the organization's financial planning, budgeting, forecasting, reporting, and business analysis functions. The FP&A Analyst will collaborate closely with finance leadership and operational teams to provide actionable insights, enhance financial performance, and support strategic decision-making.

Responsibilities

Financial Planning & Forecasting

• Support the annual budget, monthly forecast, and long-range planning processes across healthcare operations.
• Build and maintain financial models related to revenue, provider productivity, patient volume, staffing, operating expenses, and margin performance.
• Analyze actual results against budget and forecast, identifying key drivers of variances.
• Assist with scenario modeling for provider growth, new locations, service line expansion, payer mix changes, and cost management initiatives.

Healthcare Financial Analysis

• Analyze key healthcare operating metrics, including patient volume, visits, procedures, collections, net revenue, denial trends, reimbursement rates, labor productivity, and contribution margin.
• Partner with revenue cycle teams to evaluate revenue trends, collections performance, contractual adjustments, and payer mix.
• Support profitability analysis by clinic, provider, service line, region, or business unit.
• Provide financial insights to help improve operational performance while supporting high-quality patient care.

Reporting & Business Partnership

• Prepare monthly financial reporting packages and performance dashboards for leadership.
• Communicate financial results and trends to operational and clinical leaders in a clear, actionable way.
• Partner with practice managers, regional leaders, and department heads to understand performance drivers and financial risks.
• Support business cases for strategic initiatives, including acquisitions, de novo locations, provider recruitment, capital investments, and service expansion.

Data & Process Improvement

• Maintain and improve financial models, reporting templates, and KPI dashboards.
• Help streamline recurring reporting and improve data accuracy across finance, operations, and revenue cycle.
• Assist with automation and process improvement initiatives using Excel, Power Query, Power BI, or other reporting tools.
• Support special projects related to growth, integration, operational improvement, and financial performance.

Requirements

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Healthcare Administration, Business, or a related field.
• Minimum 2–3 years of experience in FP&A, financial analysis, healthcare finance, accounting, revenue cycle analytics, or a related role.
• Strong Excel and financial modeling skills.
• Experience with budgeting, forecasting, variance analysis, and management reporting.
• Ability to analyze financial, operational, and healthcare performance data.
• Strong attention to detail and ability to manage deadlines in a fast-paced environment.
• Excellent communication skills with the ability to explain financial information to non-finance stakeholders.

Preferred Qualifications

• Experience in healthcare services, physician practice management, ambulatory care, surgical centers, hospitals, specialty practices, or private equity-backed healthcare organizations.
• Familiarity with healthcare KPIs such as patient visits, procedures, collections, net revenue, payer mix, reimbursement, provider productivity, labor productivity, accounts receivable, denials, and contribution margin.
• Experience with ERP, EHR, practice management, revenue cycle, budgeting, or business intelligence systems.
• Experience with Power BI, SQL, DOMO, ERP systems, and EHR systems.

Location

Not specified.