Sr. FP&A Analyst

Job Description Summary

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How will you make an impact & Requirements

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Key Responsibilities

Financial Planning & Forecasting

• Support the annual budgeting process, rolling forecasts, and long-range financial planning
• Build and maintain complex financial models, including three-statement models (income statement, balance sheet, and cash flow)
• Forecast key business and financial KPIs, identifying operational drivers and risks impacting performance
• Develop forecasts related to revenue, operating expenses, and headcount planning

Financial Analysis & Reporting

• Perform monthly variance analysis comparing actual results against budget and forecast
• Prepare department-level financial reporting and partner with business leaders to monitor performance against targets
• Identify key financial drivers and clearly explain changes in business performance
• Prepare recurring financial reports and management presentations for leadership

Modeling & Decision Support

• Build detailed financial models to support strategic and operational initiatives
• Conduct ad-hoc financial analysis to support leadership decision-making
• Analyze large and complex datasets to identify trends, risks, and opportunities

Process Improvement & Automation

• Continuously improve FP&A processes by automating reports and enhancing reporting workflows
• Develop more efficient models and reporting tools to streamline variance analysis and monthly close support
• Identify opportunities to enhance data integrity, reporting accuracy, and process efficiency

Cross-Functional Collaboration

• Partner with accounting and operational teams to ensure alignment between financial reporting and operational drivers
• Provide department-level financial insights and act as a finance partner to business stakeholders
• Support headcount planning, cost analysis, and departmental budgeting initiatives

Qualifications

Experience

• 2–6 years of experience in FP&A, corporate finance, investment banking, consulting, or accounting
• Experience supporting budgeting, forecasting, and variance analysis processes
• Experience working with large and complex financial datasets
• Bachelor's degree in Finance, Economics, Accounting, Statistics, or a related field
• Advanced degree is a plus

Technical Skills

• Advanced Excel modeling skills (required)
• Demonstrated ability to build complex financial models and forecasts
• Experience with financial planning systems such as Adaptive Planning, Oracle, or similar tools is a plus
• Experience with SAGE accounting systems is a plus

Accounting & Finance Knowledge

• Strong foundation in accounting principles, including understanding journal entries, debits, and credits
• Ability to interpret financial statements and understand the relationships between the income statement, balance sheet, and cash flow statement

Soft Skills

• Strong verbal and written communication skills
• Strong presentation skills, with the ability to communicate financial insights clearly to leadership
• Ability to translate complex financial concepts for non-financial stakeholders
• Highly detail-oriented with strong analytical thinking
• Self-motivated with the ability to work independently in a fast-paced environment
• Intellectual curiosity and willingness to deeply understand the healthcare business and operational drivers

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Compensation:

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