Sr. FP&A Analyst

Overview

This role supports financial planning, analysis, and decision support. Responsibilities include building financial models, analyzing financial performance, and providing insights that guide business strategy and decision-making.

Responsibilities

• Develop and maintain financial models to support forecasting, budgeting, and long-term planning.
• Prepare monthly, quarterly, and annual financial reports, including variance analysis and commentary on financial performance.
• Analyze financial statements, trends, and key performance indicators (KPIs) to provide actionable insights for management.
• Assist in the development of annual budgets and periodic forecasts, working with cross-functional departments to gather input and ensure accuracy.
• Monitor actual performance against budgets and forecasts, identify variances, and provide recommendations for corrective actions.
• Support strategic planning initiatives by analyzing financial data and trends; conduct scenario analyses and financial simulations to evaluate potential business opportunities and risks.
• Collaborate with cross-functional teams to gather financial information, understand business drivers, and support decision-making processes.
• Prepare presentations and reports for senior management and the Board, highlighting key financial metrics and strategic recommendations.
• Identify opportunities to improve financial processes and systems to enhance efficiency and accuracy.
• Assist with the implementation of new financial tools and technologies.
• Provide financial analysis and support for special projects and initiatives as required.
• Other duties as assigned.

Requirements

• Bachelor’s Degree in Finance, Accounting, or related field.
• 4-6 years of experience in a financial planning, analysis, or related financial role.
• Strong foundational knowledge of accounting and corporate finance, including the ability to explain how the income statement, balance sheet, and cash flow statement dynamically interconnect.
• Experience with financial modeling, budgeting, and forecasting.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data and deliver actionable insights.
• Proficiency in Microsoft Excel, financial modeling, and data analysis.
• Excellent communication skills; able to present financial information clearly to both financial and non-financial stakeholders.
• Attention to detail, with the ability to work independently as well as in a team.
• Comfortable learning new business models, navigating ambiguous data, and pivoting priorities as the business scales.

Preferred Qualifications

• Prior FP&A experience within HealthTech, Digital Health, or Pharmacy operations.
• Experience working with startup/early-stage environments dealing with a high volume of data.
• M&A modeling or corporate development experience.
• Experience within Private Equity or Investment Banking is a plus.
• Experience with financial software or ERP systems is a plus.

Compensation & Benefits

For salaried positions, eligibility includes:

• Medical, Dental, and Vision plans
• Flexible Spending/Health Savings Accounts
• Flexible PTO
• 401(k) + Company Match
• Life Insurance, Pet insurance, and more

Location

Remote work is available, or this role may be based at HQ in Des Moines, IA.