FP&A Analyst

FP&A Analyst

This role is a foundational hire for HealthEdge's growing Strategic Finance function, supporting the BPaaS business and the broader Finance organization. The Analyst partners closely with, and reports directly to, the Director of Strategic Finance & Corporate Development, taking ownership of the recurring analysis, modeling and reporting that underpin how HealthEdge communicates financial performance to its leadership, its Board and the investment community.

This is a builder's role, not a support role. The right person is a strong modeler and clear communicator who wants real ownership early, thrives in an environment with limited inherited infrastructure, and is energized by turning ambiguous, high-stakes problems into repeatable, well-documented processes. As the function scales, this individual has a clear path to expanded scope and increasing responsibility.

Key Responsibilities

1. Investor Engagement & External Reporting

Serve as the day-to-day owner of the analytical and reporting engine behind HealthEdge's investor communications.

• Maintain and enhance the investor data model used to update the investment community on financial performance, ensuring accuracy, consistency and readiness across reporting cycles.
• Prepare investor-facing reporting packages and supporting analysis, partnering with the Director and Investor Relations to translate financial results into a clear performance narrative.
• Own the recurring production and version control of these deliverables so that each cycle requires minimal rework.

1. Board Reporting & Financial Analysis

Produce the analysis and materials that inform Board and executive-level decision-making.

• Build and refine Board reporting materials, including slide creation, financial analysis and supporting exhibits.
• Develop competitive and market positioning analysis to contextualize HealthEdge's performance against relevant benchmarks.
• Synthesize complex financial information into concise, executive-ready formats.

1. Long-Term Product Economics Modeling

Partner with the Director to develop revenue and margin models at the customer level.

• Help build and maintain long-term economic models that project future revenue, cost structure, margin and unit economics.
• Develop scenario and sensitivity analysis to test how contract structures, growth assumptions and cost drivers shape long-term economics.
• Translate evolving business models into structured, well-documented modeling frameworks that mature as products scale.

1. AI Adoption in Finance

Help lead the adoption of AI and automation across the Finance organization.

• Identify and pilot AI and automation opportunities that reduce manual effort in reporting, modeling and data aggregation.
• Help build and document scalable, automated workflows that expand the team's analytical capacity.

1. Special Projects

Support high-priority, cross-functional special projects as needed.

• Provide financial modeling, analysis and research to support strategic initiatives across the enterprise.
• Partner with business, advisory and operational teams to deliver timely, decision-ready analysis.

Qualifications

Required

• Bachelor's degree in Finance, Accounting or a related field, or a Master's in Finance (MSF).
• 0 – 3 years of relevant work experience in finance, accounting, FP&A, investment banking, consulting or a comparable analytical role.
• Strong financial modeling skills and fluency in Microsoft Excel and PowerPoint.
• Excellent written and verbal communication, with the ability to present financial information clearly.
• High attention to detail, strong organizational skills and the ability to manage multiple priorities.

Preferred

• Demonstrated interest in healthcare and/or technology.
• Comfort with ambiguity and a bias toward building repeatable processes from scratch.
• Curiosity about AI and automation tools and how they can be applied to finance workflows.

Geographic Responsibility: Remote, US

Type of Employment: Full-time, permanent

FLSA Classification (USA Only): Exempt

Work Environment: 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:

• The employee is occasionally required to move around the office. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
• Work across multiple time zones in a hybrid or remote work environment.
• Long periods of time sitting and/or standing in front of a computer using video technology.
• May require travel dependent on company needs.

The above statements are intended to describe the general nature and level of the job being performed by the individual(s) assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required. HealthEdge reserves the right to modify, add, or remove duties and to assign other duties as necessary. In addition, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position in compliance with the Americans with Disabilities Act of 1990. Candidates may be required to go through a pre-employment criminal background check.

HealthEdge is an equal opportunity employer. We are committed to workforce diversity and actively encourage all qualified persons to seek employment with us, including, but not limited to, racial and ethnic minorities, women, veterans and persons with disabilities.