Financial Planning & Analysis (FP&A) Analyst

About the role

The Financial Planning & Analysis (FP&A) Analyst supports the organization's financial planning, forecasting, reporting, and decision-support activities. This role partners with operational, corporate and physician leaders to provide financial insights, identify trends and risks, and drive data-informed decision making. The FP&A Analyst is responsible for maintaining financial models, analyzing performance against budgets and forecasts, and assisting in the development of annual operating plans and long-range financial strategies.

Responsibilities

• Support forecasting, annual budgeting and Long-Range Plan processes
• Maintain and enhance financial forecasting models; proactively develop and maintain additional monthly reports, dashboards, and ad hoc reports as needed
• Deep dive into financial data and become a subject matter expert to provide additional insights
• Creates variance analysis reports and models, partnering with operational and corporate leadership to provide monthly reporting and MD&A
• Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement
• Collaborate with cross-functional teams to gather relevant information for financial analysis
• Analyze and interpret healthcare revenue data; develop and improve analysis methods and reports
• Prioritize and manage multiple tasks, relationships, and projects
• Assist with Physician Compensation and related analyses
• Other duties as assigned

Requirements

Education: Bachelor’s degree in finance, accounting, business administration or related field

Experience: Minimum of 3 years as Financial Analyst

Experience developing financial reports and metrics

Must have demonstrated the highest levels of mastery of Microsoft Excel

Prior healthcare experience preferred

Knowledge of accounting, reporting, forecasting

Strong research, analytical and problem-solving skills

Manages competing demands and adapts to frequent change, delays, and unexpected results

Ability to work independently and collaboratively in a fast-paced environment

Physical Requirements: Work consistently requires walking, standing, sitting, lifting, reaching, stooping, bending, pushing, and pulling; must be able to lift and support weight of 35 pounds; ability to concentrate on details; use of a computer for long periods of time.