Sr Analyst, Financial Planning & Analysis

Overview

This role involves supporting financial planning and analysis (FP&A) activities within a specific business area of a healthcare-focused organization. The FP&A team delivers data-driven financial and operational analyses to inform strategic decision-making, business planning, and investment opportunities. The position offers opportunities to collaborate cross-functionally with departments such as Operations, Accounting, Implementation, and Sales, and to partner with executive leadership.

Responsibilities

• Produce monthly financial packages and reports including business intelligence and key performance indicators (KPIs) with commentary on key business drivers
• Present recent financial performance and trends for the business area during monthly meetings and other forums
• Conduct ad hoc analyses and data requests, identifying unexpected variances or trends and collaborating with business leaders to investigate
• Coordinate forecasting and budgeting processes with business leaders, highlighting opportunities and gathering input on key assumptions
• Assist department leaders with FP&A and ancillary finance functions such as reporting, coordination with Accounting and Payroll, job requisitions, and department P&L forecasting
• Customize companywide FP&A tools to meet the unique needs of the business area
• Provide business updates and process improvement recommendations to the Finance team based on challenges and opportunities
• Liaise with other Finance teams (e.g., Actuarial, Accounting) to maintain accurate forecasting
• Serve as the primary point of contact for FP&A activities within the business area
• Build and maintain forecast models ensuring consistency, accuracy, and scalability
• Continuously improve financial models as the business evolves and expands
• Provide detailed analysis explaining monthly variances and impacts on future forecasts
• Publish an annual budget and monthly forecasts with variance bridges
• Create, automate, and maintain financial reporting tools
• Partner with Accounting to investigate variances versus forecasts
• Collaborate with Financial Information Systems to enhance Adaptive Insights functionality, automate reporting, and develop process automation initiatives
• Manage financial data in Workday and Adaptive Insights in partnership with Talent, Workday, and Finance teams (e.g., project codes, capitalization codes, cost centers)

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or a related quantitative field, or equivalent experience (required)
• Minimum 3 years of FP&A or relevant finance experience with substantial financial modeling expertise; experience from an institution with a training, rotational, or development program preferred (required)
• Experience with Workday and Adaptive Insights (required)
• Advanced proficiency in Microsoft Excel (required)
• Exceptional attention to detail and focus on accuracy (required)
• Strong analytical skills with a proven ability to extract insights from financial data and translate them into business recommendations (required)
• Ability to thrive in a growth-driven, changing environment (required)
• Experience or exposure to healthcare, pricing, and/or operational analytics (preferred)
• Ability to work Eastern Time zone business hours (preferred)

Additional Information

• Candidates must complete identity verification steps including submission of government-issued photo ID, background checks, in-person I-9 verification, and may be subject to drug screening prior to employment.
• Use of artificial intelligence tools during interviews is prohibited and monitored.
• Misrepresentation during the hiring process will result in disqualification.
• Technical requirements include high-speed internet over 10 Mbps at home; call center employees must be able to connect directly to the home internet router.

Compensation & Benefits

• Expected base salary range: $85,000
• Comprehensive benefits package including health insurance for qualifying employees
• Compensation is based on skills and experience and may vary above or below the stated amount

Location

• Ability to work Eastern Time zone business hours is preferred

Equal Opportunity

The employer is an equal opportunity organization and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.