Senior Financial Planning & Analysis Analyst

Overview

A healthcare organization providing virtual care services nationwide is seeking a Senior Financial Planning & Analysis Analyst to join their Finance team. This role focuses on driving financial planning, forecasting, reporting, and strategic decision support to help scale the business.

Responsibilities

• Assist in planning and coordinating the annual budget timeline with business leaders
• Develop annual budget models using historical financials, KPIs, market and economic conditions, and company strategies
• Create financial projections and support investment and management decisions
• Build and maintain financial models for revenue forecasting, headcount planning, expense management, cash planning, and scenario analysis
• Prepare monthly reporting and key metrics analysis for senior leadership and the Board of Directors
• Provide insights on actual performance versus budget and forecast, identifying risks, opportunities, and key business drivers
• Assist with headcount planning including hiring forecasts, compensation modeling, workforce reporting, and department-level expense planning
• Develop and improve dashboards, KPI reporting, and financial tools to increase transparency and accountability
• Collaborate with Accounting during month-end close to ensure accurate reporting, accruals, expense classification, and variance explanations
• Partner with department leaders across Sales, Marketing, Customer Success, Product, Engineering, IT, HR, and Operations to manage budgets, track performance, and provide financial guidance

Requirements

• Bachelor's degree in accounting, finance, or a related field
• 7-10+ years of progressive accounting and/or finance experience, preferably including both public accounting and corporate environments
• Strong analytical skills with high attention to detail and problem-solving abilities
• Ability to maintain focus on detailed work while understanding broader strategic implications
• Excellent communication skills and ability to work independently and collaboratively

Compensation & Benefits

• Comprehensive benefits package including health, dental, vision, disability, and life insurance options
• Monthly medical waiver allowance for employees who waive medical coverage
• Remote-first work environment with flexible paid time off, including Summer Fridays
• Employer-matched 401(k) plan
• Monthly phone stipend
• Access to virtual care services including Urgent Care, Mental Health, and Primary Care from day one

Location

Remote work environment with services provided across all 50 states in the U.S.