Financial Planning & Analysis (FP&A) Analyst

Job Description

Job Description

Overview

The FP&A Analyst develops client-facing financial reports, maintains forecasting models, and analyzes variances to identify trends and insights. This role supports budgeting, forecasting, and strategic initiatives by delivering accurate financial analysis. The analyst prepares and refines management reports, ensuring key metrics are tracked and explained. They collaborate with accounting and operations to improve FP&A processes and develop standardized reporting. Additionally, the analyst provides ad hoc financial analyses and assists with monthly close and results review activities.

Responsibilities

• Prepare monthly external contract reporting and client billing.

• Prepare and analyze budgets, forecasts, and financial reports to support business planning.

• Develop and maintain financial models for short- and long-term initiatives.

• Analyze performance variances, trends, and cost components to identify opportunities and risks.

• Partner with cross-functional teams to streamline reporting and improve FP&A processes.

• Provide ad hoc financial analysis and support monthly close and results review activities.

Qualifications

EDUCATION

• Bachelor’s degree in finance or accounting

EXPERIENCE

• 2+ years prior finance or equivalent experience preferred

• Advanced experience in Excel

• Strong analytical and communication abilities; proactive and self-motivated in a fast-paced environment

• High degree of accuracy and precision required

• Costing experience in healthcare or staffing setting preferred

• Proficiency in financial modeling preferred

LICENSES/CERTIFICATIONS

• None required

This position is available only to those who reside in the United States.