Financial Planning & Analysis Analyst

Wellpath • Franklin, TN

1d

About The Position

The FP&A Analyst develops client-facing financial reports, maintains forecasting models, and analyzes variances to identify trends and insights. The role supports budgeting, forecasting, and strategic initiatives by delivering accurate financial analysis. The analyst prepares and refines management reports, ensuring key metrics are tracked and explained, and collaborates with accounting and operations to improve FP&A processes and develop standardized reporting. The position also provides ad hoc financial analysis and assists with monthly close and results review activities.

This position is available only to individuals who reside in the United States.

Requirements

• Bachelor’s degree in finance or accounting.
• Two or more years of prior finance or equivalent experience is preferred.
• Advanced experience in Excel.
• Strong analytical and communication abilities.
• Proactive and self-motivated in a fast-paced environment.
• High degree of accuracy and precision.

Nice To Haves

• Costing experience in a healthcare or staffing setting.
• Proficiency in financial modeling.

Responsibilities

• Prepare monthly external contract reporting and client billing.
• Prepare and analyze budgets, forecasts, and financial reports to support business planning.
• Develop and maintain financial models for short- and long-term initiatives.
• Analyze performance variances, trends, and cost components to identify opportunities and risks.
• Partner with cross-functional teams to streamline reporting and improve FP&A processes.
• Provide ad hoc financial analysis and support monthly close and results review activities.

Benefits

• Medical, dental, and vision benefits.
• Paid time off.
• 401(k).
• DailyPay, allowing employees to receive money as they earn it.
• Tuition assistance and dependent scholarships.
• Employee Assistance Program, including free counseling and health coaching.
• Company-paid life insurance.
• Tax-free Health Spending Accounts (HSA).
• Wellness program featuring fitness memberships and product discounts.
• Preferred banking partnership and discounted rates for home and auto loans.
• Ongoing training and development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level