Sr. Financial Analyst - FP&A

Valenz • Radnor Township, PA

4d • Remote

About The Position

As a Sr. Financial Analyst, you’ll play a key role in enterprise financial planning, forecasting, budgeting, and workforce analysis. You’ll partner with senior leaders to translate financial data into meaningful insights, assess business performance, and support strategic decision-making. Through financial modeling, reporting, and continuous process improvement, you’ll help enhance financial visibility, improve accuracy, and build scalable processes that support the organization’s continued growth.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive FP&A or corporate finance experience, ideally in a private equity-backed or high-growth healthcare company.
• Demonstrated expertise in financial modeling, valuation, and scenario planning.
• Strong proficiency in Excel with experience using financial systems such as Adaptive Insights, NetSuite, Power BI, or Tableau.
• Ability to translate complex financial concepts into clear insights for executive stakeholders.
• Proactive leader with exceptional analytical skills, intellectual curiosity, and a bias for action.

Nice To Haves

• Experience using AI-powered productivity and analytical tools (e.g., ChatGPT, Microsoft Copilot, Claude) to improve financial analysis, reporting, and workflow efficiency.
• MBA or CFA
• Experience in a private equity-backed company.

Responsibilities

• Lead enterprise headcount and compensation forecasting, including hiring plans, vacancies, salaries, benefits, incentives, recruiting costs, and other workforce-related expenses.
• Own end-to-end financial planning processes, including enterprise forecasting, annual budgeting, and multi-year strategic planning.
• Serve as a key financial partner to senior business leaders, providing actionable insights into revenue drivers, cost structures, profitability, and business performance.
• Develop and enhance complex financial models to support scenario planning, M&A analysis, pricing strategies, investment decisions, and capital allocation.
• Prepare executive-level financial analyses and deliverables, including Board materials, investor presentations, performance dashboards, and management reporting.
• Provide financial and analytical support for strategic initiatives, including pricing, profitability, investment, and business case analysis.
• Analyze financial and operational performance, identify key trends and variances, and translate findings into actionable recommendations for leadership.
• Design and implement process improvements, reporting enhancements, and automation to improve the accuracy, efficiency, and scalability of FP&A processes.
• Partner cross-functionally to improve financial visibility, strengthen forecasting accuracy, and support data-driven decision-making.
• Perform other duties as assigned.

Benefits

• Generously subsidized company-sponsored Medical, Dental, and Vision insurance, with access to services through our own products, Healthcare Blue Book and KISx Card.
• Spending account options: HSA, FSA, and DCFSA
• 401K with company match and immediate vesting
• Flexible working environment
• Generous Paid Time Off to include vacation, sick leave, and paid holidays
• Employee Assistance Program that includes professional counseling, referrals, and additional services
• Paid maternity and paternity leave
• Pet insurance
• Employee discounts on phone plans, car rentals and computers
• Community giveback opportunities, including paid time off for philanthropic endeavors

What This Job Offers

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