Sr. Financial Analyst FP&A

Overview

A healthcare organization is seeking a Senior Financial Analyst for Financial Planning & Analysis (FP&A) to provide financial and analytical support to enterprise leadership. This role aims to improve business performance and drive better financial and clinical outcomes.

Responsibilities

• Collaborate with internal finance teams to prepare and consolidate monthly financial presentations
• Support and enhance comprehensive forecasting and budgeting processes using analytic approaches
• Maintain and improve standardized financial reporting packages, refining reporting frameworks, automation, and analytics
• Utilize AI-enabled tools to identify automation opportunities, streamline reporting workflows, and deepen analytical insights within FP&A
• Develop and refine complex mathematical allocation models
• Monitor key performance indicators (KPIs) monthly and quarterly in partnership with various organizational functions
• Build and manage models containing sensitive information, sharing results discreetly with appropriate stakeholders
• Create and maintain reports and data extracts using data sources such as Workday and Adaptive platforms
• Perform ad hoc analyses as requested by management in a timely manner

Additional Duties

• Adhere to company policies and procedures
• Provide excellent customer service, demonstrating awareness and sensitivity to internal and external client needs
• Take responsibility for personal growth by acquiring new skills and knowledge
• Communicate effectively, including attentive listening and professional speaking
• Set and achieve challenging goals
• Maintain attention to detail and accuracy in all work products

Required Qualifications

• Minimum 6 years of relevant experience, preferably in healthcare or managed care finance, analytics, or reporting
• Strong understanding of financial statements and P&L mechanics, including Net Income, EBITDA, cost centers, and month-end close processes
• Proficient in Microsoft Excel and PowerPoint; experience with Microsoft Access, Power Query, Python, or other automation tools preferred
• Knowledge of financial systems and strong data analysis skills, including the ability to extract, transform, and summarize large datasets
• Excellent analytical, verbal, and written communication skills
• Ability to work independently under tight deadlines and manage multiple responsibilities
• Preferred experience with ERP systems such as Hyperion, Essbase, SAP, Adaptive Insights, and familiarity with Workday and healthcare industry knowledge

Education

Bachelor's degree in Business Economics, Accounting, Finance, Mathematics, or a related field

Skills and Abilities

• Strong written and verbal communication skills to collaborate with multiple internal and external clients in a fast-paced environment
• Ability to work with mathematical concepts including probability, statistical inference, fractions, percentages, ratios, and proportions
• Logical and scientific reasoning skills to solve intellectual and practical problems
• Proficiency in Microsoft Office applications including Excel, Outlook, PowerPoint, and Word

Location

Remote - California

Compensation

Salary range: $87,000.00 - $106,600.00 annually

Individual compensation packages may vary based on candidate skills, experience, and qualifications.