Principal Financial Analyst (FP&A)

Job Description

Job Description

About Ellie Mental Health

Ellie Mental Health is a provider of outpatient mental health, primarily talk therapy, treating clients for stress, anxiety, trauma, PTSD, family and couples therapy, and children primarily in-clinic as well as telehealth. Ellie utilizes various treatment modalities including Cognitive Behavioral Therapy (CBT) and its variations like Dialectical Behavior Therapy (DBT), Interpersonal Therapy (IPT) for relationship issues, Psychodynamic Therapy to explore unconscious patterns from childhood, Exposure Therapy and Eye Movement Desensitization and Reprocessing (EMDR) for trauma, and creative therapies like art or music therapy.

Ellie Mental Health’s mission is to compassionately transform the culture of mental health care by providing creative solutions that make wellness accessible in every community. Within the Franchise System, Ellie has 230+ independently owned, operated clinics across 34 states with 2,300+ licensed therapists.

This is a hybrid position, with some days to be worked remotely every week and some days on-site at our office in Mendota Heights, Minnesota.

Job Summary: The Principal Financial Analyst (FP&A) is a highly analytical and strategic individual contributor responsible for leading core financial planning processes, including budgeting, forecasting, and performance reporting. This role serves as a key finance partner to business leaders, driving insights, enhancing financial visibility, and influencing decision-making.

This position owns the development and maintenance of financial models, leads the budgeting and forecasting cycles, and plays a critical role in shaping financial narratives for senior leadership and Board-level reporting. The role reports to the VP of Finance and operates with a high degree of autonomy and cross-functional collaboration.

Primary Responsibilities:

• Lead the development, execution, and continuous improvement of the company’s annual budget and quarterly forecasting processes
• Own and maintain complex financial models used for forecasting, long-range planning, and scenario analysis
• Partner with cross-functional business leaders to establish KPIs, dashboards, and performance metrics that drive accountability and visibility
• Analyze financial results and trends to provide actionable insights and recommendations to leadership
• Coordinate and prepare monthly and quarterly financial reporting packages, including materials for executive leadership and Board of Directors meetings
• Drive consistency and accuracy in financial reporting, including budget vs. actual analysis and variance explanations
• Build scalable financial reporting frameworks to support monthly performance reviews at the department and organizational level
• Complete and synthesize ad hoc financial analyses in support of strategic initiatives and FP&A priorities
• Identify opportunities to improve financial processes, reporting, and tools to increase efficiency and insight
• Act as a thought partner to the VP of Finance, providing support on strategic finance initiatives

Competencies (Knowledge, Skills, & Abilities)

• Advanced financial modeling and data analysis skills, including the ability to translate complex data into clear insights
• Strong understanding of financial planning processes (budgeting, forecasting, variance analysis)
• Proven ability to lead processes and influence stakeholders without direct authority
• Excellent communication skills, with the ability to present financial information clearly to non-financial audiences
• Strong business acumen and ability to connect financial results to operational performance
• Highly self-directed with the ability to manage multiple priorities and meet deadlines
• Strong problem-solving mindset with a proactive and continuous improvement approach
• Exceptional organizational and time management skills
• Collaborative team player with strong relationship-building capabilities

Education and Experience:

• Bachelor’s degree in Finance, Accounting, or related field required
• 5+ years of progressive experience in FP&A, corporate finance, investment banking, or a related field
• Demonstrated experience leading budgeting and forecasting processes
• Experience supporting executive-level and/or Board-level reporting strongly preferred

Physical Requirements and Work Environment:

• Consistently uses a computer and/or other office equipment.
• Consistently uses a variety of computer applications, including video chat
• Must be able to remain in a stationary position 50% of the time.
• Occasionally lift up to 10 pounds for office needs.
• Minimally required to stoop, kneel, crouch, or crawl.
• Occasionally move or walk within an office environment.
• May occasionally need to climb stairs within an office environment.

Note : This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.