Senior FP&A Analyst

Overview:

Relevate Health is a company made up of exceptional professionals with the business purpose of creating life-changing healthcare engagement, through our vision that every HCP communication is relevant.

We are proud to be healthcare marketing experts who push ourselves, every single day, to the highest possible levels to further our purpose and exceed our goals. Our business successes have led to growth and our extraordinary culture is the cornerstone for an engaged and productive workforce.

The Lead FP&A Analyst serves as a strategic finance partner responsible for supporting enterprise financial planning, forecasting, budgeting, business performance analysis, and executive decision-making. This role partners closely with senior leaders across Finance and Operations to provide meaningful financial insights, improve forecasting accuracy, identify risks and opportunities, and drive profitable growth. The Lead FP&A Analyst plays a key role in developing financial models, enhancing reporting capabilities, improving planning processes, and supporting strategic initiatives, including acquisitions, integrations, and long-range planning.

• Analyze monthly P&L financial results and prepare executive-level variance analysis identifying key business drivers, risks, and opportunities.
• Approve scope and project setup to ensure proper alignment with client contractual agreements
• Run revenue recognition for select business units and calculate monthly rebates for specific clients
• Develop and maintain complex financial models supporting strategic planning, revenue forecasting, profitability analysis, and scenario planning.
• Calculates monthly commissions owed to sales reps
• Partner with department leaders to develop budgets, monitor spending, and provide financial guidance to support business objectives.
• Assist the annual budgeting process and quarterly forecasting cycles across assigned business units.
• Prepare recurring executive reporting packages, dashboards, and presentations for senior leadership and Board-level discussions.
• Monitor financial performance metrics and key performance indicators (KPIs), providing actionable recommendations to improve business results.
• Support month-end close through analysis of revenue, operating expenses, accruals, and forecast updates.
• Prepares client and project level reconciliations and reviews billable/non-billable expenses
• Partner with Accounting to ensure financial reporting accuracy and consistency between actual results and forecasts.
• Assist with mergers, acquisitions, due diligence, audits, integration activities, and other strategic corporate initiatives.
• Identify process improvement opportunities that enhance forecasting accuracy, reporting efficiency and automation, and financial transparency.
• Manages Power Bi dashboard including quarterly budget uploads and data validation
• Assist with special projects and ad hoc financial analysis as requested.

• Bachelor's degree in Finance, Accounting, Economics, or related field
• MBA or CPA preferred.
• 6–8+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, or Strategic Finance.
• Advanced financial modeling and analytical skills.
• Expert-level Microsoft Excel skills, including complex modeling and scenario analysis.
• Experience with ERP systems (Sage Intacct preferred), financial planning tools, project management tools (Workfront preferred), and business intelligence platforms such as Power BI.
• Strong understanding of GAAP financial statements and budgeting principles.
• Excellent presentation and communication skills with the ability to translate financial information into business insights.
• Knowledgeable in AI related tools and experience using them to increase efficiencies
• Demonstrated ability to partner effectively with executive leadership and cross-functional teams.
• Experience supporting high-growth, professional services, healthcare, marketing agency, or technology organizations preferred.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.

• Strategic thinker with strong…