Senior FP&A Analyst
About The Position
The Senior FP&A Analyst plays a critical role in driving enterprise-wide financial planning, strategic decision-making, and business performance management. This position serves as a trusted finance partner to the Director of FP&A and cross-functional stakeholders, providing actionable insights that support growth, profitability, and operational excellence. The role is responsible for driving budgeting and forecasting processes, developing sophisticated financial models, analyzing strategic initiatives, and delivering executive-level reporting that informs key business decisions. The ideal candidate combines strong analytical capabilities with business acumen, intellectual curiosity, and the ability to influence outcomes in a fast-paced environment.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 5+ years of progressive experience in FP&A, corporate finance, investment banking, transaction advisory, consulting, or related analytical roles.
- Advanced financial modeling, forecasting, budgeting, and analytical skills.
- Expert-level proficiency in Microsoft Excel and PowerPoint.
- Experience with financial planning and analysis tools such as Datarails, Prophix, Adaptive Planning, Anaplan, Hyperion, or similar platforms.
- Strong business acumen with the ability to connect financial performance to operational outcomes.
- Exceptional analytical, problem-solving, and critical-thinking skills.
- Strong communication and presentation skills with the ability to translate complex financial information into clear, actionable insights.
- Demonstrated ability to influence decision-making and build relationships across all levels of the organization.
- Ability to manage multiple priorities and deadlines in a dynamic, growth-oriented environment.
- Continuous improvement mindset with a focus on automation, efficiency, and scalability.
Nice To Haves
- Experience supporting executive leadership teams and preparing executive- or Board-level presentations preferred.
- Experience within healthcare, life sciences, clinical research, laboratory services, technology-enabled services, or private equity-backed organizations preferred.
- Experience with business intelligence and visualization tools such as Power BI, Tableau, or similar platforms preferred.
Responsibilities
- Drive the annual budgeting, quarterly forecasting, and long-range planning processes across the organization.
- Partner with business leaders to understand operational drivers, evaluate performance, and align financial plans with strategic objectives.
- Build, maintain, and enhance complex financial models to support strategic planning, scenario analysis, resource allocation, and decision-making.
- Analyze business performance, identify key trends, risks, and opportunities, and provide actionable recommendations to senior leadership.
- Own the preparation and analysis of monthly, quarterly, and annual management reporting packages, including financial and operational KPIs, variance analyses, and executive commentary.
- Own the preparation of Board of Directors reporting materials, ensuring accurate and compelling communication of financial performance, business initiatives, and strategic priorities.
- Support strategic initiatives including M&A evaluations, investment analyses, pricing assessments, and capital allocation decisions.
- Develop and maintain dashboards, reporting tools, and performance metrics that improve visibility into business results and key drivers.
- Identify and implement process improvements, automation opportunities, and reporting enhancements to increase efficiency and forecast accuracy.
- Act as a strategic partner to the Director of FP&A, supporting executive decision-making and helping shape the organization's financial strategy.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
