Financial Planning & Analysis Analyst

Wellpath•Franklin, TN

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 through accurate financial analysis. It 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 analyst also provides ad hoc financial analyses and assists with monthly close and results review activities.

Requirements

Bachelor’s degree in finance or accounting.
Advanced experience in Excel.
Strong analytical and communication abilities; proactive and self-motivated in a fast-paced environment.
High degree of accuracy and precision required.

Nice To Haves

2+ years of prior finance or equivalent experience preferred.
Costing experience in a healthcare or staffing setting preferred.
Proficiency in financial modeling preferred.

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.