FP&A Analyst
About The Position
The FP&A Analyst supports financial planning, forecasting, and strategic decision-making within a fast-paced, private equity–sponsored healthcare organization. The role focuses on delivering financial analysis and modeling that inform operational performance, strategic initiatives, and value creation. This position works closely with finance leadership and operational partners to translate business drivers into actionable insights. The FP&A Analyst plays a central role in budgeting, forecasting, variance analysis, and ad hoc strategic modeling, with regular exposure to senior leadership and private equity stakeholders. The role operates in a dynamic environment and contributes to disciplined financial management and continuous improvement of planning and reporting processes. This is a remote role.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 2-4years of investment banking, private equity, and/or FP&A experience– experience in healthcare finance or in PE-backed operating company strongly preferred
- Proficient in financial analysis, financial modeling and problem-solving
- Fluency in three-statement financial modeling
- Strong understanding of financial statements and key performance metrics
- Advanced Excel skills (financial modeling, complex formulas, pivot tables, scenario analysis)
- Ability to analyze financial data and prepare financial reports and projections
- Knowledge of debt instruments in terms of reporting and covenant compliance management
- Advanced Microsoft Excel and PowerPoint skills
- Articulate with excellent verbal and written communication skills
- Go-getter mentality, a "no job too big or small" attitude. Highly driven and self-motivated
- Detail-oriented, highly organized, and resourceful
- Deals effectively with ambiguity and thrives in fast-moving environment
- Exceptional interpersonal skills: ability to build and maintain effective cross-functional relationships
Nice To Haves
- Experience with NetSuite a plus
- CFA (or progress toward), or relevant certifications a plus
Responsibilities
- Support annual budgeting, quarterly reforecasting, and long-range planning processes
- Prepare and analyze monthly financial results, including variance analysis versus budget, forecast, and prior periods
- Build and maintain complex financial models, including fully integrated three-statement models (income statement, balance sheet, and cash flow)
- Develop scenario and sensitivity analyses to support strategic initiatives, growth investments, and cost optimization
- Assist with operational and strategic modeling related to new initiatives, pricing, volume, staffing, and capital investments
- Support lender and PE reporting requirements as needed
- Partner closely with operational leaders (clinical, operations, revenue cycle, etc.) to understand business drivers and translate them into financial insights
- Provide actionable recommendations to guide strategic and operational decision-making
- Help improve financial discipline and KPI tracking across the organization
- Create and enhance Excel-based financial models, dashboards, and reporting tools
- Ensure accuracy, consistency, and timeliness of financial data
- Assist in improving FP&A processes, tools, and reporting efficiency
- Assumes other responsibilities as appropriate to the position and organizational needs
Benefits
- Amazing work/life balance
- Generous Medical, Dental, Vision, and Prescription benefits (PPO & HMO)
- 401(K) Plan with Employer Matching
- License & Tuition Reimbursements
- Paid Time Off
- Holiday Pay & Floating Holiday
- Employee Perks and Discount Programs
- Supportive environment to help you grow and succeed
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
101-250 employees
