Senior Analyst, FP&A

About the role

Under the general supervision of finance leadership, the Senior Analyst, FP&A is a high-impact, high-visibility role within a fast-paced, private equity-backed Healthcare Services organization. This individual will be a core member of a lean corporate FP&A team, owning recurring management reporting, supporting the annual operating plan and rolling forecast cycles, and partnering with business leaders across the organization to translate operating activity into financial results. Success in this role requires strong analytical rigor, communication and presentation skills, the ability to operate with urgency across competing priorities, and comfort navigating the dynamic environment typical of PE-backed growth and value-creation initiatives.

Responsibilities

• Own preparation of the monthly management reporting package, including actuals vs. budget and prior forecast variance analysis with clear written commentary suitable for executive audiences.
• Support the annual operating plan, long-range plan, and quarterly reforecast cycles across revenue, direct labor, and operating expenses, coordinating inputs from department leaders and consolidating into the enterprise view.
• Build and maintain driver-based forecasting models at the program and department level, incorporating volume, mix, pricing, and headcount assumptions.
• Serve as the finance partner to designated department leaders; help operating owners understand their P&L and manage to their financial commitments.
• Prepare ad hoc analyses on client profitability, client margin, productivity, and other topics to support business performance and executive decision making.
• Extract, reconcile, and analyze financial data across the EPM platform and general ledger; identify opportunities to automate recurring workflows and reduce close-cycle friction.
• Contribute to Board materials, lender reporting, private equity partner requests, and M&A integration reporting as needed.
• Maintain rigorous documentation of assumptions, methodologies, and reconciliations to support audit and diligence readiness.
• Uphold financial policy compliance, drive process improvement, and strengthen internal controls related to planning and reporting activities.
• Perform other related duties as needed to support finance leadership.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA a plus.
• Minimum 4 years of progressive FP&A, corporate finance, investment banking, or transaction advisory experience, ideally within Healthcare Services, multi-site operations, or a private equity-backed environment.
• Demonstrated experience preparing management reporting packages, variance analysis, and executive-level presentation materials.
• Proven ability to develop complex financial models and analytical tools in Microsoft Excel (advanced functions, scenario modeling, three-statement and driver-based modeling).
• Experience working within an EPM platform (Vena, Anaplan, Adaptive, or comparable) and a mid-market ERP.

Skills

• Exceptional analytical, financial modeling, and problem-solving skills.
• Strong business acumen with the ability to translate financial insights into clear, actionable recommendations.
• Excellent written and verbal communication skills; able to draft variance commentary and executive summaries that leadership will actually use.
• Comfortable working in a fast-paced, evolving environment with shifting priorities and competing deadlines.
• High attention to detail while maintaining strategic perspective.
• Proficiency with financial systems, ERP platforms, and advanced Excel capabilities; SQL, Power BI, or Tableau a plus.
• Ability to work independently, manage multiple workstreams, and consistently deliver on tight deadlines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to sit.
• The employee must occasionally lift and/or move up to 10 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• The noise level in the work environment is usually moderate.

Schedule

• Must be flexible on schedule and hours.
• Some travel may be required.

Pay

$80,000 - $100,000 per year