Senior Financial Analyst, FP&A Corporate Reporting

Overview

The Senior Financial Analyst, FP&A will play a critical role in financial planning, performance management, and investor-grade reporting for a SaaS-based healthcare organization. This role is responsible for corporate and lender reporting, budgeting and forecasting, monthly variance analysis, and long-term financial modeling. The ideal candidate is highly analytical, detail-oriented, and comfortable operating in a fast-paced, sponsor-driven environment with high expectations for accuracy, speed, and insight.

• Financial Planning & Analysis
  • Lead development and ongoing maintenance of annual budgets, rolling forecasts, and reforecasts in a private equity operating environment.
  • Build and maintain long-term financial models supporting strategic planning, value creation initiatives, and exit readiness.
  • Develop scenario and sensitivity analyses focused on growth, margin expansion, cost structure, EBITDA, and cash flow.
  • Model key SaaS drivers including ARR, MRR, bookings, churn, retention, expansion, pricing, and unit economics.
• Corporate & Lender Reporting
  • Work with the Accounting team to prepare quarterly and annual corporate reporting packages for executive leadership and lender calls.
  • Work with the Accounting team to produce lender reporting in accordance with credit agreements, including covenant calculations, compliance schedules, and supporting analyses.
  • Partner with Accounting to ensure alignment between cash flow forecasts, actual results, and debt requirements.
• Monthly Close & Variance Analysis
  • Perform detailed monthly variance analysis versus budget, forecast, and prior periods, with a focus on SaaS and healthcare performance drivers.
  • Analyze revenue performance, gross margin, operating expenses, and cash flow trends.
  • Partner with Accounting during month-end close to ensure alignment between actual results, SaaS metrics, and FP&A models.
• Analysis & Decision Support
  • Support private equity value creation initiatives through rigorous financial analysis related to growth acceleration, margin improvement, cost optimization, and capital allocation.
  • Provide financial insights to support pricing decisions, go-to-market investments, product initiatives, and operational efficiency efforts.
  • Create executive-ready presentations and financial narratives that link financial outcomes to business performance.
  • Continuously improve FP&A processes, reporting, and models to support scalability and automation.

• Required
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 4+ years of experience in FP&A, corporate finance, or related roles, preferably in SaaS, healthcare, or technology.
  • Strong financial modeling experience, including long-term and scenario-based modeling, EBITDA, revenue and margin bridges and cash flow forecasting.
  • Advanced Excel skills; experience with FP&A systems and ERP platforms strongly preferred.
  • Solid understanding of SaaS revenue models, subscription economics, and financial statements.
  • Experience preparing lender reporting and managing covenant compliance.
• Preferred
  • CPA, CFA, or MBA.
  • Experience supporting executive leadership, board reporting, or private equity–backed organizations.
  • Familiarity with healthcare industry dynamics, regulatory considerations, or healthcare SaaS business models.

• Strong analytical and problem-solving skills with attention to detail
• Ownership mindset with high accountability and attention to detail
• Comfortable working under tight timelines and high visibility
• Strong executive communication and presentation skills
• Ability to balance strategic analysis with hands-on execution
• Proactive, disciplined, and continuous-improvement oriented
• Clear written and verbal communication skills
• Collaborative mindset with the ability to influence cross-functional partners
• Business-oriented approach with a focus on insights, not just reporting