Senior Financial Analyst, FP&A

Responsibilities

• Continuously improve FP&A processes by developing automation, AI-enabled analysis, and lightweight agents, and enhancing reporting templates to streamline monitoring of monthly departmental spend, reporting, forecasting, and variance analysis.
• Perform detailed monthly variance analysis, including actuals vs. budget, forecast, and prior year, clearly communicating key trends, risks, and opportunities to support decision‑making, financial accountability, and the monthly close process.
• Support the company‑wide annual budgeting, forecasting, and long‑range planning processes.
• Partner with department and executive‑level leaders to understand business drivers, challenge assumptions, and provide financial guidance that supports company goals.
• Build and maintain financial models that support strategic decision‑making, scenario planning, investment decisions, and operational planning.
• Prepare and present financial performance reporting for the CFO, VP of Finance, senior leadership, and other key stakeholders.
• Create and manage KPIs, dashboards, and support schedules that track business performance, operational efficiency, savings initiatives, board reporting, and other recurring finance deliverables.
• Perform ad hoc financial and operational analyses to support executive decision‑making and evolving business priorities.
• Continuously evaluate and apply new technologies to improve data accessibility, speed of insight, and finance effectiveness.

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 3–5 years of full‑time FP&A, Corporate Finance, or Financial Analyst experience.
• Excellent communication skills, with the ability to present financial information clearly and professionally to executive and non‑finance stakeholders.
• Strong experience with budgeting, forecasting, variance analysis, and financial modeling.
• Advanced proficiency in Microsoft Excel, including financial modeling, working with large data sets, formulas, and reporting templates.
• Experience with business intelligence, ERP, or financial reporting tools; experience with Net Suite, Solution7, Excel, CoPilot, Docu Sign, or similar platforms is a plus.
• Experience applying automation and AI tools, including building lightweight agents or workflows to improve efficiency, reporting accuracy, and decision support.
• Experience in healthcare technology, SaaS, data, AI, or private equity‑backed environments is a plus.