FP&A Analyst (Operational Finance)

Overview

An organization is seeking an FP&A Analyst to report to the Director of FP&A. This role involves working directly with accounting, operations, and functional leaders on financial analysis and cross-functional projects. The FP&A team supports the financial and analytical infrastructure necessary to scale a rapidly growing healthcare enterprise. The analyst will partner with regional business units to support financial analysis and planning, providing insights that drive growth and profitability.

Responsibilities

• Produce site-level financials including monthly P&Ls, baseline analyses, gross margin analyses, budgets, and quarterly business review support
• Track detailed economic factors affecting forecasts, margins, and financials, communicating updates throughout the organization
• Maintain detailed financial analyses and standard reporting packages; support core business partners with ad hoc requests
• Analyze customer-level revenue and cost of goods sold to optimize revenue growth and gross margin opportunities
• Retrieve data from various systems and collaborate with IT to improve systems, automate processes, and facilitate data distribution
• Review monthly results and provide summary analysis to management and business partners in a timely manner
• Collaborate cross-functionally to identify, scope, and monitor growth initiatives related to revenue and margin
• Support operations teams with financial insights and proactive communication
• Develop data-driven business cases and evaluation criteria for growth and efficiency initiatives
• Build financial and operational metrics and dashboards to report key insights
• Support other FP&A workstreams such as ERP and operational data integration, quarterly board materials, investor materials, and month-end close processes

Requirements

• 1-3 years of relevant financial analyst experience; healthcare or pharmacy experience is a plus
• Highly analytical with strong attention to detail
• Effective multitasker who thrives wearing multiple hats
• Exceptional skills in Excel and Microsoft Office, including financial modeling and business visualization
• Highly motivated, results-driven, and able to thrive in a team-oriented environment
• Entrepreneurial attitude with willingness to work alongside team members to create value quickly
• Experience as an auditor in healthcare and/or pharmacy is highly desirable
• Foundational understanding of business models
• Growth mindset and ability to solve complex business problems
• Data-driven decision-making style with ability to distill complex issues into structured frameworks and action plans
• Ambitious, reliable self-starter capable of working independently with limited oversight
• Outstanding written and verbal communication skills
• Enthusiastic and service-oriented

Education

• Bachelor’s degree required, preferably in Finance, Business, or Healthcare

Additional Information

• Proficiency in Microsoft Office tools (Outlook, Teams, Word, Excel, PowerPoint) and web-based platforms is required
• Data entry and computer skills will be assessed during the pre-employment process

Equal Opportunity

The employer provides equal employment opportunities to all applicants and employees without regard to race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other protected characteristic under federal, state, or local laws.

Location

California (applicants and employees in California have specific privacy rights)