Senior FPA Analyst

We are seeking a Senior FPA Analyst to play a key role in financial planning, reporting, and performance analysis across the organization. This individual will own core FP&A processes, including forecasting, monthly financial reporting, center-level P&L analysis, and ad hoc financial modeling, while partnering with finance and operational leadership to translate financial and medical expense data into actionable insights.

• Lead the development and maintenance of quarterly forecasts, annual budgets, and financial projections across the organization.
• Analyze actual results against budget and forecast, identify key drivers of variances, and communicate risks and opportunities to leadership.
• Maintain forecasting models incorporating revenue, operating expenses, staffing, center-level performance, and medical expense trends.
• Perform other related duties as assigned.
• Own the preparation and distribution of monthly financial reporting packages.
• Develop and maintain center-level P&Ls to provide visibility into the financial performance, profitability, and cost structure of individual medical centers and franchise operations.
• Establish consistent reporting processes, financial metrics, and analytical tools to improve the accuracy, timeliness, and usefulness of financial information.
• Identify trends, investigate variances, and provide clear explanations of financial performance to senior leadership and operational stakeholders.
• Analyze medical expense data, claims trends, utilization patterns, and per-member-per-month (PMPM) costs to identify financial trends, emerging risks, and opportunities for improvement.
• Evaluate medical expense performance against budget, forecast, historical results, and relevant benchmarks.
• Partner with finance and operational teams to investigate cost drivers, unusual claims patterns, utilization trends, and other factors impacting financial performance.
• Develop recurring reporting and analytical tools to monitor medical expense performance and support financial decision-making across value-based care operations.
• Translate complex healthcare financial and claims data into actionable insights for leadership.
• Perform ad hoc financial analyses, scenario modeling, and special projects as requested by finance leadership.
• Improve the efficiency and reliability of recurring financial reporting, forecasting, and analytical processes.
• Build and maintain scalable Excel-based models, reporting templates, and dashboards.
• Identify opportunities to automate manual processes and improve the quality, consistency, and accessibility of financial data.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3-7 years of experience in FP&A, corporate finance, financial analysis, or a related analytical role.
• Strong financial modeling skills and advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and large-data analysis.
• Experience owning financial forecasts, monthly reporting packages, budget-to-actual analyses, and financial models.
• Demonstrated ability to analyze P&Ls, identify key financial drivers, and communicate findings clearly to management.
• Strong analytical and problem-solving skills, with exceptional attention to detail and the ability to work independently.
• Ability to manage multiple priorities and deliver accurate, timely analysis in a fast-paced environment.

• Experience in healthcare, physician groups, medical practices, value-based care, or Medicare Advantage.
• Experience analyzing medical claims, healthcare utilization, PMPM metrics, or medical expense trends.
• Proficiency in Power Query, Power Pivot, Power BI, or other financial reporting and data analytics tools.
• Experience working with large datasets and integrating financial and operational information.
• Exceptional organizational and time-management skills.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple deadlines and prioritize tasks in a fast-paced healthcare environment.
• Strong problem-solving and analytical skills.
• Ability to collaborate effectively with providers, leadership, health plans, and regulatory agencies.
• Customer-service-oriented mindset with professionalism and responsiveness.
• Ability to work independently while maintaining a high level of accuracy and accountability.

The intent of this job description is to provide a representative summary of the major duties and…