Senior FP&A Analyst

Overview

The Senior FP&A Analyst plays a critical role in supporting the development of organizational strategy by providing in-depth financial analysis and business insights. This position serves as a key advisor to the Director of Finance, CFO, and other senior stakeholders.

Responsibilities

Analysis & Performance Reporting

• Lead financial analysis across revenue, cost, profitability, cash flow, and balance sheet performance.
• Translate financial results into clear insights for leadership.
• Develop and maintain dashboards and recurring reporting packages such as monthly financial reviews, KPI scorecards, and service-line or payer-mix performance reports.
• Support month-end close by reviewing and explaining P&L results with accounting, ensuring proper accruals, reclassifications, and adjustments.

Budgeting & Forecasting

• Prepare and manage the annual operating budget and rolling forecasts covering revenue, expenses, capital expenditures, and cash flow.
• Analyze and explain variances between actuals, budget, and forecast, identifying root causes and recommending corrective actions.
• Support long-range planning and scenario/sensitivity modeling to inform strategic decisions.

Business Partnership & Reporting

• Build and maintain strong cross-functional relationships across the organization and with equity partners/investors.
• Serve as a primary analytical resource, delivering timely and informative reporting and ad hoc analysis.
• Advise senior leadership on financial implications of strategic and operational decisions, applying knowledge of commercial and industry drivers.
• Prepare materials and commentary for board meetings and equity partner/investor updates, clearly presenting financial performance and outlook.

Process & Systems Improvement

• Lead process and systems improvements to increase efficiency and accuracy of key financial processes and reporting.

Minimum Qualifications

• Bachelor's Degree in Finance, Accounting, Business, or related field.
• Minimum of 5 years of relevant finance experience, preferably with FP&A, healthcare finance, and/or private equity-backed organizations.
• Proficiency in Microsoft Office, especially advanced Excel skills for financial modeling and analysis.
• Excellent written and oral communication skills with the ability to present financial findings to senior leadership, board members, and external stakeholders.
• Strong understanding of business P&L, balance sheet, and cash flow statements, including experience supporting month-end close processes.
• Ability to analyze complex financial and operational issues and present findings clearly.
• Knowledge of commercial and industry strategic drivers to advise senior management on financial implications.
• Experience managing projects from conceptualization through implementation across multiple reporting lines.
• Strong systems skills with experience leading or contributing to system implementations or process redesign.
• Detail-oriented with strong organizational and problem-solving skills; able to prioritize and meet deadlines.
• Ability to work independently or collaboratively, follow instructions, and maintain professionalism.
• Commitment to excellent customer service, compliance with regulations, high ethical standards, and continuous professional improvement.

Preferred Qualifications

• FP&A experience in a fast-paced, evolving, private equity-backed environment.
• Experience in multi-site health and wellness services industries.
• Experience building Power BI dashboards to drive actionable insights.
• M&A experience, particularly related to national healthcare platform growth, including acquisitions and integration of clinical and back-office/RCM processes and systems.

Compensation and Benefits

• Work Arrangement: Remote with optional work at Corporate HQ in Annapolis, MD. Quarterly travel to HQ may be required.
• Salary Range: $115,000 - $130,000 per year.
• Paid Time Off: Up to 96 hours in the first year (pro-rated based on start date).
• Holidays: 7 paid holidays (New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, Day After Thanksgiving, Christmas Day).
• Retirement: 401(k) plan with employer match.
• Health Benefits: Medical, dental, and vision coverage available for single and family plans.
• Company-Paid Benefits: Short-term disability, long-term disability, basic life/AD&D insurance, employee assistance program.
• Voluntary Benefits: Voluntary life insurance, accident, critical illness, and hospital indemnity coverage.

Location

Remote with optional work at Corporate HQ in Annapolis, MD. Quarterly travel to HQ may be required.