Financial Analyst (FP&A)

About the role

Join our growing Finance team as a Financial Analyst, where you'll support the evolution of a modern, AI-enabled FP&A function. In this role, you'll help improve forecasting, strengthen financial accountability, and provide insights that support better business decisions across the organization.

Responsibilities

• Support ongoing improvements to FP&A processes, including reporting enhancements, automation initiatives, and more efficient workflows.
• Perform monthly variance analysis, including actuals versus budget, forecast, and prior year performance, highlighting key trends and areas for follow-up.
• Support annual budgeting, forecasting, and long-range planning processes.
• Partner with department leaders to understand business drivers and provide financial insights that support decision-making.
• Build and maintain financial models to support planning, forecasting, and operational decision-making.
• Prepare recurring and ad hoc financial reports for finance leadership and business stakeholders.
• Maintain key performance indicators (KPIs) and support dashboards that measure business and operational performance.
• Conduct ad hoc financial and operational analyses to support evolving business priorities.
• Stay informed on emerging tools and technologies that can improve reporting, analysis, and efficiency.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 2-4 years of experience in FP&A, Corporate Finance, Accounting, or Financial Analysis.
• Experience supporting budgeting, forecasting, variance analysis, and financial modeling.
• Strong proficiency in Microsoft Excel, including experience working with large datasets and building financial models.
• Strong analytical and problem-solving skills, with attention to detail and accuracy.
• Effective communication skills and the ability to explain financial concepts to non-finance stakeholders.
• Experience with business intelligence, ERP, or financial reporting tools; experience with NetSuite, Solution7, Excel, Copilot, DocuSign, or similar platforms is a plus.
• Exposure to or interest in automation, AI tools, or workflow improvements is a plus.
• Experience in healthcare technology, SaaS, data, AI, or private equity-backed environments is a plus.

Qualifications

• Curious, analytical, and detail-oriented.
• Can connect financial results to broader business objectives.
• Enjoy collaborating with business partners and helping them understand financial performance.
• Proactive and continuously look for ways to improve processes and efficiency.
• Comfortable working in a dynamic environment with changing priorities.
• Ask thoughtful questions and use data to support recommendations.
• Translate financial information into clear, actionable insights.

Skills

• Proficiency in Microsoft Excel.
• Experience with business intelligence, ERP, or financial reporting tools.
• Interest in automation, AI tools, or workflow improvements.
• Experience in healthcare technology, SaaS, data, AI, or private equity-backed environments.

Benefits

Competitive compensation range of $75,000 - $90,000 per year.

Pay

$75,000 - $90,000 a year

Schedule

Full-time