Senior FP&A Analyst

The Senior FP&A Analyst will play a critical role in driving financial planning, analysis, and business partnering activities. This position reports directly to the Sr Director, Financial Planning & Analysis and will be responsible for building and maintaining financial and operational business models, analyses and metrics that lead to insightful and accurate business decisions, and supporting financial close and reporting processes.

All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA and other regulations, as appropriate.

Essential Functions

Essential Functions: In addition to working in accordance with appropriate conduct and behavioral standards, specific responsibilities of this role include:

Financial Planning & Analysis:

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
• Own and maintain assigned areas of financial models such as select revenue streams, COGS, operating expenses, or workforce management and related operational metrics.
• Analyze financial performance, identify trends, and provide actionable insights to senior management.
• Conduct variance analysis and identify key drivers impacting financial results.
• Conduct 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.
• Continually increase knowledge of and utilization of features of the financial modeling and reporting software.
• Carry out additional duties as assigned based on business need.

Business Partnering:

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

Data Analysis & Tools:

• Utilize data tools such as Power Query and Power BI to efficiently transform and analyze data
• Ensure data accuracy and integrity in all financial analyses and reporting.
• Seek solutions to improving 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.

Minimum Requirements

• 3-5+ years of experience in an FP&A or corporate accounting setting in an analytical/reporting role.
• Experience working with corporate budgeting processes and detailed financial models
• Advanced MS Excel and PowerPoint skills
• Demonstrated experience in utilizing 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 ability to communicate effectively with internal customers and stakeholders
• Ability to work cross functionally and build trusted relationships throughout the company
• Extremely organized with the ability to prioritize activities, manage timelines, and effectively deliver results within a fast-paced environment
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field

Preferred Qualifications

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