Sr. FP&A Analyst

Sr. FP&A Analyst at openloophealth.

About the role The Senior FP&A Analyst owns the end to end financial planning cycle for Open Loop, translating complex telehealth operations into clear, actionable financial narratives. This role is responsible for building the models that connect revenue, cost, and cash flow to strategic decisions across the business. You will analyze performance across all lines of business, creating insights that directly influence product, marketing, and operational choices.

The position requires you to challenge assumptions, refine processes, and ensure financial data is reliable, timely, and transparent. You will partner closely with leaders in operations, clinical, and commercial teams to align forecasts with reality. You will own scenario and sensitivity analyses that stress test the business under different market conditions. In addition, you will distill intricate financial outcomes into concise stories for the Board and C suite, guiding major investment and growth choices.

This role sits at the intersection of accounting, operations, and strategy, making it central to how Open Loop scales its mission to bring care anywhere.

Location:

United States - Remote Engagement:

• Design, build, and maintain dynamic financial models that support forecasting, budgeting, and multi year planning for the telehealth business.
• Lead the preparation of monthly, quarterly, and annual financial reports, including deep variance analysis and concise commentary on financial performance drivers.
• Analyze financial statements, trends, and key performance indicators to surface risks, opportunities, and recommendations for executive action.
• Partner with operations and commercial teams to develop annual budgets and rolling forecasts, ensuring assumptions are realistic, data rich, and consistently documented.
• Set up and monitor actual performance against budgets and forecasts, diagnosing root causes of variances and proposing corrective actions.
• Conduct scenario analyses and financial simulations to evaluate new business opportunities, product launches, and potential risks before commitments are made.
• Collaborate with cross functional teams to collect inputs, validate drivers, and translate business initiatives into financial impacts and decision frameworks.
• Create executive facing presentations and board ready reports that highlight material financial metrics, strategic options, and recommended next steps.
• Identify and lead projects that improve financial processes, systems, and controls, enhancing efficiency, auditability, and scalability.
• Support the evaluation and implementation of new financial tools, integrations, and data platforms that enable better decision making.
• Provide ad hoc financial analysis and modeling for special projects, due diligence, and strategic initiatives as requested by finance leadership and senior management.
• Perform other financial analysis and operations support duties as assigned to advance the priorities of the business.

• Hold a Bachelor’s Degree in Finance, Accounting, or a related field, with a demonstrated understanding of corporate finance principles.
• Bring 4 to 6 years of progressive experience in financial planning, analysis, or a related financial role, preferably in a data driven environment.
• Fluently explain how the income statement, balance sheet, and cash flow statement dynamically interconnect and impact key financial metrics.
• Have hands on experience with financial modeling, budgeting, and forecasting using structured methodologies and robust documentation.
• Show strong analytical and problem solving skills, with the ability to interpret complex financial data, ask the right questions, and deliver actionable insights.
• Demonstrate proficiency in Microsoft Excel, including advanced functions, financial modeling techniques, and data manipulation approaches.
• Have experience with financial software or ERP systems, and be quick to learn new systems and controls.
• Communicate clearly and effectively, tailoring messages for both financial and non financial stakeholders across written and verbal formats.
• Exhibit attention to detail, ownership, and the…