Senior Finance Analyst, Corporate FP&A

Overview

A healthcare and learning technology organization is seeking a Senior Finance Analyst for their Corporate Financial Planning & Analysis (FP&A) team. This role is essential as the subject matter expert and administrator for the Planful system, ensuring accurate data integration, managing planning templates, and supporting finance and accounting needs. The position is remote within the United States.

Responsibilities

• Oversee data integrity and accuracy within the Planful system, including data loads, reconciliations, validations, scenario management, and pro-forma/top-side adjustments.
• Act as data steward for Corporate FP&A, ensuring reporting reflects planning adjustments accurately.
• Manage user administration, including role-based security, access, and training for new users.
• Serve as the primary contact for Planful technical support, resolving issues and collaborating with the Planful support team to improve system configuration and prevent future problems.
• Partner with finance and other business units to identify and implement process improvements and automation within Planful.
• Collaborate with cross-functional teams to gather requirements and translate business needs into effective Planful solutions.
• Support ad hoc analyses and deliverables during busy planning cycles and quarter-end periods.

Requirements

• High school diploma or GED required; Bachelor's degree in Business Administration, Accounting, Business Analytics, Finance, or related field preferred.
• Minimum of 5 years of experience in Finance or Accounting; prior FP&A experience strongly preferred.
• Demonstrated experience with FP&A software packages, preferably Planful or similar systems.
• Experience in variance analysis, forecasting, planning, and reporting within Corporate or Segment FP&A functions is highly desired.
• Collaborative work style with a customer-first mindset.
• Ability to work effectively under frequent tight deadlines.
• Advanced skills in Excel and PowerPoint; experience with Data Warehouse, Microsoft BI, or Tableau is a plus.

Compensation & Benefits

• Flexible and generous paid time off
• Competitive medical, dental, vision, and life insurance
• 401(k) employer matching program
• Parental leave
• Wellness resources
• Charitable matching program
• On-site workout facilities (available in select office locations)
• Community outreach groups
• Tuition reimbursement

Location

• Remote work within the United States

Additional Information

• Applicants must be legally authorized to work in the United States; employment eligibility verification will be required at hire.
• Equal opportunity employer committed to diversity and inclusion.
• No agency or search firm submissions will be accepted.