Senior Financial Analyst-FP&A

HN1 • Miami, FL

1d

About The Position

The Finance Analyst – FP&A will support the CFO, the FP&A and Underwriting teams in developing financial models, preparing budgets, analyzing performance, and delivering insights that drive decision-making across the organization. This role is responsible for data analysis, reporting, supporting the execution of financial planning processes, as well as our efforts to increase automation of data insights and management reporting. This role is highly visible and plays a critical role in delivering on the Company’s objectives.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3–5 years of experience in finance, accounting, or FP&A (internships and entry-level roles count).
• At least 1 year of experience in budgeting, forecasting, modeling, analytics, reporting, planning and/or similar work.
• High proficiency in financial modeling, including income statement, balance sheet, and cash flow analysis.
• Strong command of budgeting, forecasting, variance analysis, and KPI development.
• Advanced Excel and PowerPoint skills; experience with data visualization tools (e.g., Power BI) is a plus.
• Understanding of financial statements, GL structure, chart of accounts, and performance management metrics.
• Strong analytical mindset with intellectual curiosity and a passion for problem-solving.
• Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multitask in a high-pressure environment with numerous and conflicting deadlines.
• Sharp, hardworking, and capable of quickly noticing issues, trends, or opportunities.
• Able to work upwards (to CEO, CFO, Private Equity Partners, Board of Directors) and across the business (interdepartmental, customers, vendors, etc.); can “see around the corners” to add value to the business and be a strong strategic thinker.
• High integrity, professionalism, and collaborative approach.
• Adaptable and proactive, with the ability to navigate ambiguity and prioritize effective.
• Excellent verbal and written communication skills.

Nice To Haves

• Experience in healthcare, value-based care, or insurance industries, M&A and private equity are a plus.
• Experience working in private equity-backed organizations.
• Prior exposure building and presenting materials to boards and executives.

Responsibilities

• Collaborate with team members and leaders to prepare monthly and quarterly reporting packages that drive business decisions.
• Assist with monitoring and analyzing monthly financial results.
• Identify relevant trends and key drivers of budget variances, along with ad-hoc requests to provide the organization with a deeper understanding of the financial results.
• Assist in building and maintaining short and long term financial models for forecasting, scenario planning, and performance management.
• Support the annual budget process, rolling forecasts, and in-year reforecasting efforts.
• Prepare and automate KPI dashboards and financial reports to enhance visibility and performance tracking.
• Conduct deep-dive financial analyses on resource allocation, productivity, and cost optimization.
• Perform monthly and quarterly variance analysis, identifying business drivers and recommending actions.
• Collaborate with BI and Medical Economics teams to integrate operational, clinical, and financial data into unified analytics.
• Identify and support the implementation of key business optimization initiatives, as well as identify process consolidation opportunities, process flow improvements, etc. that will result in cost savings, and an overall improvement to operations.
• Evaluate and improve manual reporting processes by supporting the implementation of new and existing technology solutions.
• Assist in the development and enhancement of internal cost allocation methodologies to support underwriting of new business and the actual costs associated with delivering existing business.
• Support the VP of Underwriting on new business analysis by gathering and reviewing relevant data to assess profitability and inherent risks.
• Proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
• Support the preparation of Board and investor materials with data-driven storytelling and visuals.
• Maintain data integrity and accuracy in financial systems and databases.
• Perform additional duties as assigned by the CFO, FP&A or Underwriting leadership.

What This Job Offers

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