Senior FP&A Analyst

Duties / Responsibilities

• Analyze monthly P&L financial results and prepare executive-level variance analysis identifying key business drivers, risks, and opportunities.
• Approve scope and project setup to ensure proper alignment with client contractual agreements.
• Run revenue recognition for select business units and calculate monthly rebates for specific clients.
• Develop and maintain complex financial models supporting strategic planning, revenue forecasting, profitability analysis, and scenario planning.
• Calculate monthly commissions owed to sales reps.
• Partner with department leaders to develop budgets, monitor spending, and provide financial guidance to support business objectives.
• Prepare recurring executive reporting packages, dashboards, and presentations for senior leadership and Board-level discussions.
• Monitor financial performance metrics and key performance indicators (KPIs), providing actionable recommendations to improve business results.
• Support month-end close through analysis of revenue, operating expenses, accruals, and forecast updates.
• Prepare client and project level reconciliations and reviews billable/non-billable expenses.
• Partner with Accounting to ensure financial reporting accuracy and consistency between actual results and forecasts.
• Aid in mergers, acquisitions, due diligence, audits, integration activities, and other strategic corporate initiatives.
• Identify process improvement opportunities that enhance forecasting accuracy, reporting efficiency, and financial transparency.
• Manage PowerBI dashboard including quarterly budget uploads and data validation.
• Assist with special projects and ad hoc financial analysis as requested.

Skills and Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• MBA or CPA preferred.
• 6–8+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, or Strategic Finance.
• Advanced financial modeling and analytical skills.
• Expert-level Microsoft Excel skills, including complex modeling and scenario analysis.
• Experience with ERP systems (Sage Intacct preferred), financial planning tools, project management tools (Workfront preferred), and business intelligence platforms such as Power BI.
• Strong understanding of GAAP financial statements and budgeting principles.
• Excellent presentation and communication skills with the ability to translate financial information into business insights.
• Knowledgeable in AI related tools and experience using them to increase efficiencies.
• Demonstrated ability to partner effectively with executive leadership and cross-functional teams.
• Experience supporting high-growth, professional services, healthcare, marketing agency, technology organizations preferred.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.

Preferred Competencies

• Strategic thinker with strong business acumen.
• Executive presence and confidence communicating with senior leadership.
• Exceptional analytical and problem-solving skills.
• High attention to detail and financial accuracy.
• Strong project management and organizational abilities.
• Continuous improvement mindset.
• Collaborative and customer-focused approach.

Relevate Health is an Equal Opportunity Employer.