Senior FP&A Analyst (Remote - United States)

Overview

This role supports financial planning, analysis, and business partnering activities. The Senior FP&A Analyst builds and maintains financial and operational business models, analyses, and metrics to support accurate business decisions, and helps drive financial close and reporting processes.

The responsibilities of this position must be performed in compliance with applicable 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, 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, financial 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.
• Continuously increase knowledge of and utilization of features of financial modeling and reporting software.
• Perform additional duties as assigned based on business need.

Business Partnering

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

Data Analysis & Tools

• Use data tools such as Power Query and Power BI to efficiently transform and analyze data.
• Ensure data accuracy and integrity in 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.
• Collaborate with business intelligence colleagues on user requirements to support assigned business units’ financial and operational objectives.

Requirements

• 3-5+ years of experience in an FP&A or corporate accounting setting in an analytical/reporting role.
• Experience 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 the ability to communicate effectively with internal customers and stakeholders.
• Ability to work cross-functionally and build trusted relationships.
• Highly organized with the ability to prioritize, manage timelines, and deliver results in a fast-paced environment.
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.

Preferred Qualifications

• MBA or relevant graduate degree.
• Experience working with private equity stakeholders.
• Healthcare IT, SaaS technology, or healthcare services industry experience.
• NetSuite and Salesforce.com experience.
• Experience working with enterprise planning software (e.g., Adaptive, Planful, Anaplan, Pigment, etc.).

Compensation & Benefits

• Generous annual bonus opportunity.
• 401(k) with employer match.
• Paid Time Off & Holidays:
  • 40 hours of paid personal time beginning January 1st of each year
  • 15 days of accrued PTO (increasing with years of service)
  • 11 paid holidays
  • “Your Day Your Way” to celebrate a day of cultural or social significance
• Access to LinkedIn Learning courses for professional development.
• Insurance:
  • Choice of Medical, Dental, and Vision plans
  • Health Savings Account with employer match
  • Flexible Spending Account
  • 100% company-paid parental leave (after 6 months with the company)
  • Company-paid life insurance and short/long term disability insurance
• Wellness Programs
• Employee Assistance Program with free counseling sessions available
• Corporate Discounts on Retail, Travel, and Entertainment
• Wellness and recognition support, including a peer recognition program

Location

This position is open within all states in the United States except for California.