Overview
This role supports enterprise-wide financial planning, strategic decision-making, and business performance management. You will serve as a trusted finance partner to the Director of FP&A and cross-functional stakeholders, providing actionable insights that support growth, profitability, and operational excellence.
Responsibilities
- Drive the annual budgeting, quarterly forecasting, and long-range planning processes across the organization.
- Partner with business leaders to understand operational drivers, evaluate performance, and align financial plans with strategic objectives.
- Build, maintain, and enhance complex financial models to support strategic planning, scenario analysis, resource allocation, and decision-making.
- Analyze business performance to identify key trends, risks, and opportunities; provide actionable recommendations to senior leadership.
- Prepare and analyze monthly, quarterly, and annual management reporting packages, including financial and operational KPIs, variance analyses, and executive commentary.
- Prepare Board of Directors reporting materials, ensuring accurate and compelling communication of financial performance, business initiatives, and strategic priorities.
- Support strategic initiatives including M&A evaluations, investment analyses, pricing assessments, and capital allocation decisions.
- Develop and maintain dashboards, reporting tools, and performance metrics to improve visibility into business results and key drivers.
- Identify and implement process improvements, automation opportunities, and reporting enhancements to increase efficiency and forecast accuracy.
- Act as a strategic partner to the Director of FP&A, supporting executive decision-making and helping shape the organization’s financial strategy.
- Provide guidance and mentorship to junior analysts and support cross-functional project teams (as needed).
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 5+ years of progressive experience in FP&A, corporate finance, investment banking, transaction advisory, consulting, or related analytical roles.
- Experience supporting executive leadership teams and preparing executive- or Board-level presentations preferred.
- Experience within healthcare, life sciences, clinical research, laboratory services, technology-enabled services, or private equity-backed organizations preferred.
Skills and Abilities
- Advanced financial modeling, forecasting, budgeting, and analytical skills.
- Expert-level proficiency in Microsoft Excel and PowerPoint.
- Experience with financial planning and analysis tools such as Datarails, Prophix, Adaptive Planning, Anaplan, Hyperion, or similar platforms.
- Experience with business intelligence and visualization tools such as Power BI, Tableau, or similar platforms preferred.
- Strong business acumen with the ability to connect financial performance to operational outcomes.
- Exceptional analytical, problem-solving, and critical-thinking skills.
- Strong communication and presentation skills to translate complex financial information into clear, actionable insights.
- Demonstrated ability to influence decision-making and build relationships across all levels of the organization.
- Ability to manage multiple priorities and deadlines in a dynamic, growth-oriented environment.
- Continuous improvement mindset focused on automation, efficiency, and scalability.
Supervisory Responsibilities
- None currently; may provide guidance and mentorship to junior analysts and support cross-functional project teams.
Physical Demands
While performing the duties of this job, the occupant is regularly required to:
- Prolonged periods of sitting at a desk and working on a computer.
- Prolonged use of computer and headphones for conference calls.
- Communicate effectively via phone, video, and email.
- Use hands and fingers to operate a computer and other office equipment.
Travel Requirements
Compensation & Benefits
- Financial Security (Base Pay, 401k Match and Possible Annual Bonus Eligibility)
- Health benefits beginning on date of hire
- PTO plan, plus 11 Paid Company Holidays, and 1 day to volunteer in your community
- Short and Long-Term Disability, Life Insurance, and AD&D
Equal Employment Opportunity
- The employer is an Equal Employment Opportunity Employer and values workforce diversity.
Data Privacy
- Candidate information is handled in accordance with General Data Protection Regulation (GDPR).