Senior FP&A Analyst

Overview

This Senior FP&A Analyst role drives financial planning, analysis, and business partnering. Reporting to the Sr Director, Financial Planning & Analysis, you will build and maintain financial and operational business models, analyses, and metrics that support accurate, insightful business decisions, while also supporting financial close and reporting processes.

All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA and other regulations, as appropriate.

Responsibilities

Financial Planning & Analysis

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
• Own and maintain assigned areas of financial models, including select revenue streams, COGS, operating expenses, or workforce management and related operational metrics.
• Analyze financial performance, identify trends, and provide actionable insights to senior management.
• Perform variance analysis and identify key drivers impacting financial results.
• Provide financial modeling, analysis, and valuation support for acquisitions, partnerships, new product development, pricing, long-term contracts, and other ad-hoc financial projects.
• Prepare monthly, quarterly, and annual financial reports and presentations for executive, board, and private equity investor audiences.
• Continually increase knowledge of and utilization of features of the financial modeling and reporting software.
• Complete additional duties as assigned based on business needs.

Business Partnering

• Collaborate with business units to understand financial needs and deliver analytical and strategic support.
• Incorporate current insights and expected trends into rolling financial forecast models.
• Support decision-making by providing financial analysis and insights, including budget compliance.
• Facilitate cross-functional meetings to improve understanding of business impacts, accounting, and reporting for decisions made by department leaders.

Data Analysis & Tools

• Use data tools such as Power Query and Power BI to transform and analyze data efficiently.
• Ensure data accuracy and integrity in all financial analyses and reporting.
• Identify and implement solutions to improve financial close, forecasting, and data analysis processes by introducing tools and automating manual or repeatable work.
• Partner with business intelligence colleagues to gather user requirements and support assigned business units’ financial and operational objectives.

Qualifications

• 3-5+ years of experience in an FP&A or corporate accounting setting in an analytical/reporting role.
• Experience working with corporate budgeting processes and detailed financial models.
• Advanced MS Excel and PowerPoint skills.
• Demonstrated experience using data and analytical tools (e.g., Power Query, Power BI, Alteryx, etc.) to improve manual or Excel-based work.
• Continuous improvement mindset, including solution seeking and personal skills development.
• Excellent customer relations skills and ability to communicate effectively with internal customers and stakeholders.
• Ability to work cross-functionally and build trusted relationships.
• Extremely organized with the ability to prioritize activities, manage timelines, and deliver results in a fast-paced environment.
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.