Senior Analyst, FP&A

Overview

This role sits under the general supervision of finance leadership and is a high-impact, high-visibility position within a private equity-backed Healthcare Services organization. You will join a lean corporate FP&A team, owning recurring management reporting, supporting the annual operating plan and rolling forecast cycles, and partnering with business leaders to translate operating activity into financial results. You will build and maintain driver-based financial models, deliver variance analysis and executive-ready commentary, and contribute to Board, lender, and private equity partner deliverables.

Responsibilities

• Own preparation of the monthly management reporting package, including actuals vs. budget and prior forecast variance analysis with clear written commentary for executive audiences.
• Support the annual operating plan, long-range plan, and quarterly reforecast cycles across revenue, direct labor, and operating expenses; coordinate inputs from department leaders and consolidate into the enterprise view.
• Build and maintain driver-based forecasting models at the program and department level, incorporating volume, mix, pricing, and headcount assumptions.
• Serve as the finance partner to designated department leaders; help operating owners understand their P&L and manage to their financial commitments.
• Prepare ad hoc analyses on client profitability, client margin, productivity, and other topics to support business performance and executive decision making.
• Extract, reconcile, and analyze financial data across the EPM platform and general ledger; identify opportunities to automate recurring workflows and reduce close-cycle friction.
• Contribute to Board materials, lender reporting, private equity partner requests, and M&A integration reporting as needed.
• Maintain rigorous documentation of assumptions, methodologies, and reconciliations to support audit and diligence readiness.
• Uphold financial policy compliance, drive process improvement, and strengthen internal controls related to planning and reporting activities.
• Perform other related duties as needed to support finance leadership.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA a plus.
• Minimum 4 years of progressive FP&A, corporate finance, investment banking, or transaction advisory experience, ideally within Healthcare Services, multi-site operations, or a private equity-backed environment.
• Demonstrated experience preparing management reporting packages, variance analysis, and executive-level presentation materials.
• Proven ability to develop complex financial models and analytical tools in Microsoft Excel (advanced functions, scenario modeling, three-statement and driver-based modeling).
• Experience working within an EPM platform (Vena, Anaplan, Adaptive, or comparable) and a mid-market ERP.

Minimum Skills, Knowledge, and Abilities

• Exceptional analytical, financial modeling, and problem-solving skills.
• Strong business acumen with the ability to translate financial insights into clear, actionable recommendations.
• Excellent written and verbal communication skills; able to draft variance commentary and executive summaries that leadership will use.
• Comfortable working in a fast-paced, evolving environment with shifting priorities and competing deadlines.
• High attention to detail while maintaining strategic perspective.
• Proficiency with financial systems, ERP platforms, and advanced Excel capabilities; SQL, Power BI, or Tableau a plus.
• Ability to work independently, manage multiple workstreams, and consistently deliver on tight deadlines.

Preferred Qualifications

• MBA, CPA, or CFA.
• Experience within Healthcare Services, multi-site operations, or a private equity-backed environment.

Compensation & Benefits

• $80,000 - $100,000 per yr

Work Environment & Physical Demands

• Regularly required to sit.
• Must occasionally lift and/or move up to 10 pounds.
• Noise level is usually moderate.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Schedule

• Must be flexible on schedule and hours.
• Some travel may be required.

Equal Employment Opportunity

All qualified applicants will receive consideration for employment and will not be discriminated against based on race, color, sex, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin.

Notes

Equivalent combinations of experience and education may be considered for most jobs.