FP&A Analyst
About The Position
The FP&A Analyst is a foundational hire for HealthEdge's growing Strategic Finance function, supporting the BPaaS business and broader Finance organization. Reporting directly to the Director of Strategic Finance & Corporate Development, the Analyst owns recurring analysis, modeling, and reporting that support how HealthEdge communicates financial performance to its leadership, Board, and investment community. This is a builder's role with early ownership in an environment with limited inherited infrastructure. The successful candidate is a strong modeler and clear communicator who can turn ambiguous, high-stakes problems into repeatable, well-documented processes. As the function scales, the role offers a path to expanded scope and increasing responsibility. The position supports investor engagement and external reporting, Board reporting and financial analysis, long-term product economics modeling, AI adoption in Finance, and cross-functional special projects. It is remote in the US and may require travel depending on company needs.
Requirements
- Bachelor's degree in Finance, Accounting, or a related field, or a Master's in Finance (MSF).
- 0–3 years of relevant work experience in finance, accounting, FP&A, investment banking, consulting, or a comparable analytical role.
- Strong financial modeling skills and fluency in Microsoft Excel and PowerPoint.
- Excellent written and verbal communication skills, including the ability to present financial information clearly.
- High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
Nice To Haves
- Demonstrated interest in healthcare and/or technology.
- Comfort with ambiguity and a bias toward building repeatable processes from scratch.
- Curiosity about AI and automation tools and how they can be applied to finance workflows.
Responsibilities
- Serve as the day-to-day owner of the analytical and reporting engine behind HealthEdge's investor communications.
- Maintain and enhance the investor data model used to update the investment community on financial performance, ensuring accuracy, consistency, and readiness across reporting cycles.
- Prepare investor-facing reporting packages and supporting analysis, partnering with the Director and Investor Relations to communicate financial results clearly.
- Own recurring production and version control of investor deliverables to minimize rework across reporting cycles.
- Produce analysis and materials that inform Board and executive-level decisions.
- Build and refine Board reporting materials, including slides, financial analysis, and supporting exhibits.
- Develop competitive and market positioning analysis to contextualize HealthEdge's performance against relevant benchmarks.
- Synthesize complex financial information into concise, executive-ready formats.
- Partner with the Director to develop customer-level revenue and margin models.
- Build and maintain long-term economic models projecting revenue, cost structure, margin, and unit economics.
- Develop scenario and sensitivity analyses to test how contract structures, growth assumptions, and cost drivers affect long-term economics.
- Translate evolving business models into structured, well-documented modeling frameworks that mature as products scale.
- Help lead adoption of AI and automation across the Finance organization.
- Identify and pilot AI and automation opportunities to reduce manual effort in reporting, modeling, and data aggregation.
- Build and document scalable, automated workflows that expand the team's analytical capacity.
- Support high-priority, cross-functional special projects as needed.
- Provide financial modeling, analysis, and research for strategic initiatives across the enterprise.
- Partner with business, advisory, and operational teams to deliver timely, decision-ready analysis.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
