FP&A Analyst II

Role Description

This role offers the opportunity to be a key contributor within a growing DME organization, partnering directly with business leaders to drive financial planning and decision-making. You'll own critical components of forecasting, reporting, and expense management processes while gaining exposure to senior leadership. This position is ideal for a finance professional who enjoys transforming complex data into actionable insights and influencing business outcomes through meaningful analysis.

In addition, this team primarily supports stakeholders operating in the Pacific Time Zone (PST). Success in this role requires a candidate who is comfortable aligning their workday and collaborating within PST business hours to support reporting deadlines, meetings, and business partnerships.

Key Highlights

• Team primarily operates within the Pacific Time Zone (PST)
• Supporting a growing healthcare and DME organization
• High-visibility role with exposure to senior leadership
• Own portions of forecasting, reporting, and expense management processes
• Partner closely with cross-functional stakeholders across the business
• Opportunity to improve processes and influence strategic decision-making
• Mix of financial analysis, business partnership, and operational support
• Significant exposure to leaders across multiple business functions

Salary Range

$80,000 – $85,000 annually. Compensation offered may vary based on job-related factors such as experience, skills, education, certifications, and location.

What You'll Do

• Support FP&A activities, including forecasting, reporting, and expense management.
• Conduct financial analysis, forecasting, and modeling to provide actionable business insights.
• Build and maintain financial models to support strategic decision-making and scenario planning.
• Prepare and deliver monthly financial reports, including variance analysis and commentary.
• Assist with month-end and quarter-end close activities in partnership with cross-functional teams.
• Support annual budgeting, forecasting, and long-range planning processes.
• Perform expense reconciliations and investigate significant variances.
• Extract, manipulate, and analyze financial and operational data from multiple sources.
• Create recurring and ad hoc reports to support leadership decision-making.
• Identify opportunities for process improvements, automation, and reporting enhancements.
• Partner with operational leaders to understand business performance and key drivers.
• Present findings and recommendations in a clear, concise manner to stakeholders.

What We Look For

• Comfortable working with a team that primarily operates in the Pacific Time Zone (PST).
• Strong intellectual curiosity and proactive problem-solving skills.
• Demonstrated analytical and financial acumen.
• Strong business partnership and stakeholder management capabilities.
• Ability to translate complex financial information into actionable insights.
• Excellent organizational and time-management skills.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong communication and interpersonal skills.
• Continuous improvement mindset with a focus on efficiency and scalability.
• Ability to work independently while collaborating effectively across teams.
• Ability and willingness to align work schedules with PST business hours to support business needs.
• Professional, collaborative, and customer-focused approach.

Education

• Bachelor's degree in Finance, Accounting, Economics, or a related field required.

Experience

• 2–3 years of experience in FP&A, Finance, Accounting, or a related analytical role.
• Experience supporting budgeting, forecasting, and financial reporting activities preferred.
• Healthcare or DME industry experience is a plus.
• Experience collaborating with cross-functional business partners preferred.

Computer Skills

• Advanced proficiency in Microsoft Excel, including financial modeling, complex formulas, pivot tables, scenario analysis, data manipulation.
• Working knowledge of Microsoft PowerPoint.
• Experience with financial planning or business intelligence tools (TM1, Hyperion, Power BI, etc.) preferred.
• Ability to work with large datasets and multiple reporting systems.

Financial & Analytical Skills

• Advanced financial modeling and forecasting capabilities.
• Strong understanding of income statements, P&L management, variance analysis, key business performance drivers.
• Ability to analyze large datasets and identify trends, risks, and opportunities.
• Strong quantitative, analytical, and critical-thinking skills.
• Experience developing business cases and scenario analysis to support decision-making.
• Ability to convert complex financial information into business recommendations.

Teammate Benefits

• Medical, dental, and vision care coverage
• Paid time off plan
• 401(k) Plan
• Flexible Spending Accounts
• Basic life insurance
• Short-and long-term disability coverage
• Accident insurance
• Teammate Assistance Program
• Paid parental leave
• Domestic partner benefits
• Mental, physical, and financial well-being programs

If you feel this opportunity could be the next step in your career, we encourage you to apply.