Senior FP&A Analyst (Remote - US)

Essential Functions

• 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 and maintain recurring revenue (ARR/MRR), churn/retention, expansion, and upsell dynamics.
• 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 experience preferred
• Experience working with enterprise planning software preferred (e.g. Adaptive, Planful, Anaplan, Pigment, etc.)

Working Environment/Physical Demands

• 100% Remote
• Long-distance or air travel as needed – not to exceed 10% travel.
• Activities require a significant amount of work in front of a computer monitor