Overview
This role supports financial planning, operational performance management, Board reporting, and private equity sponsor requirements. The FP&A Senior Analyst partners with Finance, Accounting, Operations, and business leaders to deliver timely, accurate, and actionable financial and operational information.
The position focuses on helping leaders understand business performance, identify margin-improvement opportunities, and support growth and value-creation objectives.
Responsibilities
Financial Planning, Budgeting, and Forecasting
- Partner with the FP&A Manager to support the annual budgeting process, including coordinating planning timelines, gathering and consolidating departmental submissions, reviewing budget assumptions, and preparing analyses for leadership review.
- Assist with development of annual operating plans, departmental budgets, capital expenditure budgets, headcount plans, utilization targets, and other financial and operational performance targets.
- Support the preparation, maintenance, and refinement of monthly, quarterly, and annual financial forecasts.
- Prepare actual-versus-budget, actual-versus-forecast, and period-over-period variance analyses, including clear explanations of significant financial, operational, and utilization drivers.
- Work with department and operational leaders to understand performance results, identify financial and operational risks and opportunities, and improve the accuracy of planning assumptions.
- Develop and maintain financial models to support budgeting, forecasting, staffing plans, labor planning, utilization planning, capital expenditures, pricing, profitability analysis, strategic initiatives, and other business cases.
- Support the development, monitoring, and communication of key financial and operational performance indicators.
Utilization and Workforce Performance Management
- Develop, maintain, and manage utilization reporting and dashboards across applicable teams, departments, locations, service lines, and business units.
- Track and analyze utilization, billable hours, productive hours, capacity, staffing levels, labor productivity, overtime, workload, backlog, and other workforce-performance metrics, as applicable.
- Monitor actual utilization against established targets, budgets, forecasts, historical performance, and operating plans.
- Support the establishment and refinement of utilization definitions, reporting standards, targets, and accountability measures to improve consistency and visibility.
- Analyze the financial impact of utilization performance on revenue, labor costs, margins, profitability, patient or client service, and overall operating results.
- Prepare recurring utilization and capacity reporting for operational reviews, executive leadership meetings, Board reporting, and private equity sponsor reporting, as needed.
Board, Executive, and Private Equity Reporting
- Prepare recurring financial and operational reporting for Board of Directors, executive leadership, and private equity sponsors.
- Assist with preparation of Board reporting packages, including financial statements, KPI dashboards, utilization data, operating metrics, forecast updates, cash-flow information, variance analyses, and narrative commentary.
- Develop accurate, clear, polished executive-level and Board-ready presentation materials.
- Ensure all financial and operational information included in Board and executive reporting is accurate, thoroughly validated, and delivered according to established deadlines.
- Support preparation for Board meetings, executive operating reviews, and sponsor discussions by gathering data, completing ad hoc analyses, preparing presentation materials, and responding to follow-up requests.
- Translate financial, operational, and utilization results into concise, decision-useful insights for senior leaders and other stakeholders.
- Support private equity sponsor reporting requirements, including financial-performance updates, value-creation initiative tracking, operating KPI reporting, utilization performance, leverage and liquidity analysis, and other requested analyses.
- Partner with Accounting to support a timely and accurate month-end close process and ensure consistency between financial statements, management reporting, operational reporting, and utilization reporting.
Business Partnership and Performance Analysis
- Analyze profitability and performance by business unit, market, location, program, service line, department, provider group, customer or client group, and other relevant dimensions.
- Identify trends, cost drivers, margin-improvement opportunities, utilization risks, labor-efficiency opportunities, and operational improvement opportunities.
- Provide financial analysis and recommendations to support revenue growth, cost management, productivity improvement, labor planning, capacity planning, capital allocation, and strategic planning.
- Collaborate with functional leaders to improve financial accountability and strengthen understanding of financial, labor, and utilization performance within their respective areas.
Process Improvement and Special Projects
- Improve the accuracy, efficiency, consistency, and automation of budgeting, forecasting, utilization reporting, management reporting, and financial-analysis processes.
- Develop and maintain dashboards, reporting tools, templates, and models that improve visibility into financial, operational, labor, capacity, and utilization performance.
- Support data-quality and data-governance efforts related to financial, workforce, and operational reporting.
- Participate in special projects, including acquisitions, integrations, lender reporting, due diligence, financing activities, systems implementations, and other strategic initiatives, as needed.
- Perform other duties and financial analyses as assigned.
Minimum Qualifications
- Bachelor’s degree in finance, Accounting, Economics, Business Administration, Healthcare Administration, or a related field.
- Minimum of three to five years of progressive experience in financial planning and analysis, corporate finance, accounting, investment banking, transaction advisory, or a related finance role.
- Experience working in a private equity–backed company or supporting private equity reporting, portfolio-company operations, lender reporting, value-creation initiatives, transaction activity, or sponsor-level analysis.
- Demonstrated experience supporting annual budget development, recurring forecasting, financial-performance reporting, and utilization or workforce-performance analysis.
- Experience preparing financial reporting, presentations, analyses, or dashboards for executive leadership and/or a Board of Directors.
- Strong knowledge of financial statements, including income statements, balance sheets, cash-flow statements, and key operating metrics.
- Advanced Microsoft Excel skills, including complex formulas, pivot tables, data analysis, scenario modeling, and financial modeling.
- Proficiency in Microsoft PowerPoint, including the ability to create polished executive and Board-level presentations.
- Strong analytical, organizational, written, and verbal communication skills.
- Demonstrated ability to manage multiple priorities, meet deadlines, exercise sound judgment, and maintain a high degree of accuracy and confidentiality.
- Must be open minded to integrating AI into reporting and model development.
- Experience in healthcare, behavioral health, professional services, multi-site operations, or another operationally intensive environment.
- Experience with ERP systems, financial-planning tools, business-intelligence platforms, workforce-management systems, or timekeeping systems.
- Experience supporting mergers and acquisitions, post-acquisition integration, financing transactions, debt compliance, lender reporting, or due diligence.
- Strong financial acumen and business judgment.
- Advanced analytical, modeling, and problem-solving skills.
- Ability to connect utilization, staffing, productivity, labor costs, revenue, margins, and profitability.
- Ability to identify the underlying business story behind financial and operational results.
- Ability to communicate complex information clearly and effectively to financial and non-financial audiences.
- Comfort working with senior leaders and managing sensitive financial and workforce information.
- High degree of attention to detail, accuracy, organization, and follow-through.
- Strong collaboration skills and a service-oriented approach to internal business partnership.
- Continuous-improvement mindset and willingness to improve reporting, planning, utilization management, and decision-support processes.
Compensation & Benefits
- Not specified in the provided job description.
Location
- Not specified in the provided job description.
Equal Employment Opportunity
The employer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.