Senior Financial Planning & Analysis (FP&A) Analyst
Confidential Opportunity
Department: Finance
Reports To: Finance Leadership
FLSA Status: Exempt
About the Role
A growing, multi-site healthcare is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join its Finance team. This role will be a key member of the Finance team responsible for translating financial and operational data into actinal insights that improve performance across the company.
Operating in a complex, multi-site healthcare environment, this role will partner closely with Finance, Operations, Revenue Cycle, Provider Leadership and other functional teams to strengthen forecasting, budgeting, financial reporting and business decision-making. The Senior FP&A Analyst will help connect operational activity to financial outcomes, identify performance trends and opportunities, and provide leaders with clear visibility into the drivers of revenue, EBITDA, cash flow and overall business performance.
This is an ideal opportunity for an analytical, business-minded finance professional who enjoys working with data but also understands that the value of FP&A comes from turning that data into decisions and action.
Key Responsibilities
Financial Planning, Budgeting & Forecasting
- Support the annual budgeting and long-range planning processes across the organization.
- Develop and maintain financial forecasts incorporating actual performance, operational trends and changing business assumptions.
- Perform monthly and quarterly forecast updates and clearly communicate changes, risks and opportunities.
- Build financial models to evaluate growth opportunities, investments, cost initiatives and other strategic decisions.
- Partner with Finance and operational leaders to develop realistic assumptions and improve forecast accuracy.
- Support scenario planning and sensitivity analyses to help leadership understand potential financial outcomes.
Financial & Operational Analysis
- Analyze revenue, expenses, EBITDA, cash flow and other key financial and operational performance indicators.
- Perform budget-to-actual, forecast-to-actual and period-over-period variance analysis.
- Identify the underlying operational drivers behind financial performance rather than simply reporting variances.
- Evaluate trends across practices, markets, providers, service lines and other business segments.
- Develop actionable recommendations to address performance gaps and capitalize on opportunities.
- Support labor and workforce analytics, including productivity, staffing, overtime and other labor-related financial drivers.
- Partner with Revenue Cycle and Operations to understand volume, reimbursement, collections and other drivers impacting financial performance.
Reporting & Business Intelligence
- Develop and maintain recurring financial and operational reporting for Finance and business leaders.
- Create dashboards and analytical tools that provide leaders with timely visibility into performance.
- Leverage Power BI, Excel and other reporting tools to improve access to and usability of financial information.
- Help automate and streamline existing reporting processes to reduce manual work and improve data consistency.
- Maintain strong data integrity and reconcile information across financial and operational systems.
- Translate complex analyses into clear, concise and executive-ready insights.
Business Partnership
- Serve as a financial thought partner to operational and functional leaders.
- Build strong working relationships across Finance, Operations, Revenue Cycle, HR and other business functions.
- Help leaders understand the financial implications of operational decisions.
- Proactively identify emerging trends, performance concerns and opportunities and bring them forward with recommended actions.
- Support development of business cases for new locations, service lines, provider investments, technology and other strategic initiatives.
- Participate in cross-functional initiatives focused on improving profitability, efficiency and organizational performance.
Performance Management & Strategic Support
- Support monthly and quarterly business reviews by preparing financial analyses, performance trends and leadership materials.
- Assist in tracking organizational priorities, financial commitments and performance against established goals.
- Analyze key drivers of EBITDA and identify opportunities for margin improvement.
- Support provider and practice-level profitability analysis.
- Partner on growth initiatives, including organic growth, market expansion and operational improvement opportunities.
- Provide ad hoc financial modeling and analysis to support executive decision-making.
Qualifications
Required
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 4+ years of progressive experience in FP&A, corporate finance, financial analysis, or a similar analytical role.
- Advanced Microsoft Excel skills, including financial modeling, complex formulas, pivot tables, and analysis of large datasets.
- Strong experience with budgeting, forecasting, variance analysis, and management reporting.
- Demonstrated ability to connect financial results to underlying business and operational drivers.
- Strong analytical, problem-solving, and critical-thinking skills.
- Excellent attention to detail and organizational skills.
- Ability to manage multiple priorities in a fast-paced, evolving environment.
- Strong communication and presentation skills, with the ability to convey financial concepts to non-financial audiences.
Preferred
- Experience in a multi-site operating environment, healthcare services, professional services, or other complex organizations.
- Experience within a private equity-backed, high-growth, or acquisitive organization.
- Proficiency with Power BI, Tableau, or similar business intelligence and visualization tools.
- Experience with financial systems, ERP platforms, data warehouses, and reporting tools.
- Experience supporting acquisitions, integrations, business expansion, or strategic growth initiatives.
- MBA, CPA, CFA, or progress toward a professional certification is a plus.
What You'll Bring
- A strong business partnership mindset and the ability to influence decision-making through data and analysis.
- Intellectual curiosity and a desire to understand the drivers behind business performance.
- A proactive, solutions-oriented approach to problem-solving.
- Strong financial modeling and analytical capabilities.
- The ability to synthesize complex information into clear recommendations.
- A collaborative approach and the ability to build relationships across all levels of the organization.
Compensation & Benefits
Our client offers a competitive compensation package, comprehensive benefits, and opportunities for professional growth within a dynamic and expanding organization.
This is a confidential search being conducted on behalf of our client. Additional details regarding the organization will be shared with qualified candidates during the interview process.
Pay: $90,000.00 - $100,000.00 per year
Work Location: Remote
