FP&A Analyst II

Key Highlights

Team primarily operates within the Pacific Time Zone (PST)
Supporting a growing healthcare and DME organization
High-visibility role with exposure to senior leadership
Own portions of forecasting, reporting, and expense management processes
Partner closely with cross-functional stakeholders across the business
Opportunity to improve processes and influence strategic decision-making
Mix of financial analysis, business partnership, and operational support
Significant exposure to leaders across multiple business functions

What You'll Do

• Support FP&A activities, including forecasting, reporting, and expense management.
• Conduct financial analysis, forecasting, and modeling to provide actionable business insights.
• Create and maintain financial models to support strategic decision-making and scenario planning.
• Prepare and deliver monthly financial reports, including variance analysis and commentary.
• Aid in month-end and quarter-end close activities in partnership with cross-functional teams.
• Assist with annual budgeting, forecasting, and long-range planning processes.
• Perform expense reconciliations and investigate significant variances.
• Extract, manipulate, and analyze financial and operational data from multiple sources.
• Create recurring and ad hoc reports to support leadership decision-making.
• Identify opportunities for process improvements, automation, and reporting enhancements.
• Partner with operational leaders to understand business performance and key drivers.
• Present findings and recommendations in a clear, concise manner to stakeholders.

What We Look For

• Comfortable working with a team that primarily operates in the Pacific Time Zone (PST).
• Strong intellectual curiosity and proactive problem-solving skills.
• Demonstrated analytical and financial acumen.
• Strong business partnership and stakeholder management capabilities.
• Ability to translate complex financial information into actionable insights.
• Excellent organizational and time-management skills.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong communication and interpersonal skills.
• Continuous improvement mindset with a focus on efficiency and scalability.
• Ability to work independently while collaborating effectively across teams.
• Ability and willingness to align work schedules with PST business hours to support business needs.
• Professional, collaborative, and customer-focused approach.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field required.
• 2–3 years of experience in FP&A, Finance, Accounting, or a related analytical role.
• Experience supporting budgeting, forecasting, and financial reporting activities preferred.
• Healthcare or DME industry experience is a plus.
• Experience collaborating with cross-functional business partners preferred.
• Advanced proficiency in Microsoft Excel, including financial modeling, complex formulas, pivot tables, scenario analysis, data manipulation.
• Working knowledge of Microsoft PowerPoint.
• Experience with financial planning or business intelligence tools (TM1, Hyperion, Power BI, etc.) preferred.
• Ability to work with large datasets and multiple reporting systems.
• Advanced financial modeling and forecasting capabilities.
• Strong understanding of income statements, P&L management, variance analysis, key business performance drivers.
• Experience developing business cases and scenario analysis to support decision-making.
• Ability to convert complex financial information into business recommendations.

Benefits

Medical, dental, and vision care coverage
Paid time off plan
401(k) Plan
Flexible Spending Accounts
Basic life insurance
Short-and long-term disability coverage
Accident insurance
Teammate Assistance Program
Paid parental leave
Domestic partner benefits
Mental, physical, and financial well-being programs