Financial Planning & Analysis (FP&A) Analyst

Financial Planning & Analysis (FP&A) Analyst



 

General Job Summary:

The Financial Planning & Analysis (FP&A) Analyst supports the organization's financial planning, forecasting, reporting, and decision-support activities. This role partners with operational, corporate and physician leaders to provide financial insights, identify trends and risks, and drive data-informed decision making. The FP&A Analyst is responsible for maintaining financial models, analyzing performance against budgets and forecasts, and assisting in the development of annual operating plans and long-range financial strategies.



 

Primary Job Responsibilities:

• Support forecasting, annual budgeting and Long-Range Plan processes
• Maintain and enhance financial forecasting models; proactively develop and maintain additional monthly reports, dashboards, and ad hoc reports as needed
• Deep dive into financial data and become a subject matter expert to provide additional insights
• Creates variance analysis reports and models, partnering with operational and corporate leadership to provide monthly reporting and MD&A
• Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement
• Collaborate with cross-functional teams to gather relevant information for financial analysis
• Analyze and interpret healthcare revenue data; develop and improve analysis methods and reports
• Prioritize and manage multiple tasks, relationships, and projects
• Assist with Physician Compensation and related analyses
• Other duties as assigned

Requirements:

Education:

• Bachelor’s degree in finance, accounting, business administration or related field

Experience:

• Minimum of 3 years as Financial Analyst
• Experience developing financial reports and metrics
• Must have demonstrated the highest levels of mastery of Microsoft Excel
• Prior healthcare experience preferred
• Knowledge of accounting, reporting, forecasting
• Strong research, analytical and problem-solving skills
• Manages competing demands and adapts to frequent change, delays, and unexpected results
• Ability to work independently and collaboratively in a fast-paced environment

Physical Requirements

• Work consistently requires walking, standing, sitting, lifting, reaching, stooping, bending, pushing, and pulling.
• Must be able to lift and support weight of 35 pounds
• Ability to concentrate on details.
• Use of a computer for long periods of time.