Senior Financial Analyst, FP&A

About the Role

The FP&A Senior Financial Analyst provides financial and analytical support to the enterprise leadership team to improve business performance and drive improved financial and clinical outcomes. The ideal candidate brings a background in supporting operational reporting needs, project ownership, understanding metrics, report development, analytical thinking, and teamwork.

Responsibilities

• Partner with internal finance teams to prepare and consolidate monthly financial decks.
• Contribute to the enhancement of the comprehensive forecast and budget process, providing support with analytic approaches.
• Maintain, enhance, and publish standardized financial reporting packages while refining reporting frameworks, automation, and analytics to support business decision-making.
• Leverage AI-enabled tools to identify automation opportunities, streamline reporting workflows, and drive deeper analytical insights across the FP&A function.
• Develop, maintain, and refine sophisticated mathematical allocation models.
• Track KPIs on a monthly/quarterly basis in partnership with different functions across the organization.
• Build and work with models containing sensitive information, sharing results with appropriate parties while demonstrating discretion.
• Create and maintain reports/data extracts using data sources such as Workday/Adaptive platform.
• Perform ad-hoc analysis based on management requests in a timely manner.
• Understand, adhere to, and implement company policies and procedures.
• Provide excellent customer service, displaying awareness and sensitivity to internal and external client needs.
• Take personal responsibility for growth, including acquiring new skills and knowledge.
• Engage in professional communication, including attentive listening and clear speaking.
• Set and complete challenging goals while demonstrating attention to detail and accuracy.

Requirements

• 6+ years of related work experience, preferably in a healthcare or managed care setting.
• Strong understanding of financial statements, P&L mechanics (including Net Income and EBITDA), cost centers, and month-end close processes.
• Proficiency in MS Excel and PowerPoint; experience with Microsoft Access, Power Query, Python, or other automation tools preferred.
• Financial systems knowledge, strong data analysis skills, and the ability to extract, transform, and summarize large datasets.
• Excellent analytical abilities, verbal, and written communication skills.
• Ability to work under tight deadlines, manage multiple responsibilities, and work independently with minimal supervision.

Preferred Qualifications

• Experience with ERP systems (e.g., Hyperion, Essbase, SAP, Adaptive Insights).
• Workday system experience and healthcare knowledge.

Education

Bachelor’s degree in Business Economics, Accounting, Finance, Mathematics, or a related field.

Skills

• Language Skills: Strong written and verbal communication for fast-paced environments.
• Mathematical Skills: Ability to work with probability, statistical inference, fractions, percentages, ratios, and proportions.
• Reasoning Ability: Ability to apply logical or scientific thinking to intellectual and practical problems.
• Computer Skills: Proficiency in Microsoft Office (Excel, Outlook, PowerPoint, Word).