Senior FP&A Analyst (Remote - United States)

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 withing 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.)