Sr. Financial Analyst (FP&A)

About the role

Join our growing Finance team as a Sr. Financial Analyst, where you will help build a modern, AI-enabled FP&A function. In this role, you’ll contribute to improving forecasting, strengthening financial accountability, and supporting faster, more confident decision-making across the business.

Responsibilities

• Support ongoing improvements to FP&A processes, including contributing to automation, reporting enhancements, and more efficient workflows.
• Perform detailed monthly variance analysis, including actuals vs. budget, forecast, and prior year, clearly communicating key trends, risks, and opportunities to support decision-making, financial accountability, and the monthly close process.
• Contribute to the company-wide annual budgeting, forecasting, and long-range planning processes.
• Partner with department and executive-level leaders to understand business drivers and provide financial insights to support decision-making.
• Build and maintain financial models that support strategic decision-making, scenario planning, investment decisions, and operational planning.
• Prepare and present financial performance reporting for the CFO, VP of Finance, senior leadership, and other key stakeholders.
• Track key performance indicators (KPIs) and support dashboards that measure business performance and operational efficiency.
• Perform ad hoc financial and operational analyses to support executive decision-making and evolving business priorities.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 2–5 years of experience in FP&A, Corporate Finance, or Financial Analysis.
• Experience with budgeting, forecasting, variance analysis, and financial modeling (hands-on or supporting).
• Advanced proficiency in Microsoft Excel, including working with large datasets and building models.
• Strong communication skills, with the ability to clearly explain financial concepts to both finance and non-finance stakeholders.
• Experience with business intelligence, ERP, or financial reporting tools; experience with NetSuite, Solution7, Excel, CoPilot, Docusign or similar platforms is a plus.
• Exposure to or interest in automation, AI tools, or improving workflows is a plus.
• Experience in healthcare technology, SaaS, data, AI, or private equity-backed environments is a plus.

Qualifications

• Curious and detail-oriented, able to connect data to the bigger business picture.
• Proactive and motivated to improve processes and find more efficient ways of working.
• Comfortable working in a dynamic environment with evolving priorities.
• Ask thoughtful questions, challenge assumptions, and contribute to better decision-making.
• Translate complex data into clear, actionable insights.

Skills

• Advanced proficiency in Microsoft Excel.
• Experience with budgeting, forecasting, variance analysis, and financial modeling.
• Strong communication skills.
• Experience with business intelligence, ERP, or financial reporting tools.
• Exposure to or interest in automation, AI tools, or improving workflows.
• Experience in healthcare technology, SaaS, data, AI, or private equity-backed environments.

Benefits

• Competitive salary range of $75,000 - $90,000 per year.

Pay

• $75,000 - $90,000 per year.

Schedule

• Full-time position.