Lead FP&A Analyst

Overview

This role serves as a central figure in financial planning and reporting, including consolidation, executive and Board-level reporting, and revenue forecasting for a publicly traded organization.

Responsibilities

Consolidation & Reporting

• Lead and own the preparation of consolidation and management reporting, including Board of Directors, Audit Committee, and executive presentation packages, ensuring accuracy, clarity, and executive-readiness.
• Partner with Accounting and External Reporting to ensure consolidated results are accurate and consistent across internal and external presentations, aligned to the quarterly close and filing cadence.
• Translate complex financial data into concise, decision-ready narratives and presentations for senior leadership and the Board.

Forecasting & Analysis

• Lead the revenue forecasting process and variance analysis, partnering with business stakeholders to build and refine models that inform strategic decisions.
• Own recurring forecast cycles (monthly pacing, quarterly forecasts), identifying risks and opportunities and recommending corrective action.
• Support the quarterly close process, including tie-outs between planning and accounting systems.

Systems & Automation

• Administer Adaptive Planning, including models, dimensions, versions, and security roles; build, maintain, and improve financial models and reporting processes across planning and ERP systems such as Workday Adaptive Planning and NetSuite.
• Drive automation and systems improvements, identifying opportunities to streamline recurring reporting and close-cycle workflows.
• Partner cross-functionally with Accounting, Systems, and business teams to ensure data integrity and alignment.

Requirements

• 6+ years of FP&A, corporate finance, or related experience, ideally at a publicly traded company.
• Demonstrated experience with consolidation reporting and Board / Audit Committee reporting.
• Strong revenue forecasting and financial modeling background.
• Advanced proficiency in Excel (complex modeling, large datasets) and PowerPoint (executive-level presentations).
• Systems-savvy with the ability to learn and optimize planning and ERP platforms; experience with Workday Adaptive Planning and/or NetSuite is a strong plus.
• Business acumen with the ability to multitask, prioritize, and move quickly with limited direction while maintaining accuracy on executive-facing deliverables.
• Excellent communication skills, translating technical detail into plain-language insight for varied audiences.

Preferred Qualifications

• Experience in a SaaS, healthcare, or telehealth environment.
• Familiarity with automation tools (VBA, Python, SQL, Power BI) and AI-enabled workflows.
• Track record of process improvement and cross-system integration.

Compensation & Benefits

Base Salary (Salaried, Exempt Roles)

• The typical base salary range for this position is $117,360 - $143,440.
• The actual salary offer will depend on multiple factors including knowledge, skills, relevant education, experience, complexity or specialization, and other objective factors.
• In addition to base salary, this role may be eligible for an annual bonus based on a combination of company performance and employee performance.
• Long-term incentive and short-term variable compensation may be offered as part of the compensation package depending on the role.
• Some roles may be commission based; in that case, total compensation will be commission-based and the above range may not represent total compensation.
• The range may change based on market demands and operational needs and does not constitute a promise of a particular wage or a guarantee of employment.

Benefits

• Flexible Personal Time Off (Vacation time)
• 401K match
• Competitive healthcare, dental and vision insurance plans
• Paid Parental Leave (Maternity and Paternity leave)
• Employee Stock Purchase Program
• Free access to telehealth services and second opinion program
• Free subscription to the Calm App
• Tuition Assistance Program
• Pet Insurance

Identity Verification & Fraud Prevention Notice

• Fraud prevention capabilities may be used within the hiring platform to help identify potentially suspicious, fraudulent, or unauthorized activity during the recruitment process.
• Because this role has been designated as requiring identity verification, candidates are required to complete an identity verification step through Greenhouse Identity Verification powered by CLEAR during the interview process. Completion is a condition of continuing in the recruitment process.
• Identity verification is used solely to confirm a candidate’s identity and help prevent fraud and impersonation within the hiring process; it is not a background check and does not independently determine hiring decisions.