Financial Planning & Analysis (FP&A) Analyst

About the role

The ideal candidate combines strong financial acumen with exceptional analytical skills and has experience working with complex healthcare data. This position collaborates closely with Finance, Operations, Information Technology, and Executive Leadership to help drive business performance and strategic growth.

What You'll Do

• Prepare and distribute monthly, quarterly, annual, and ad hoc financial reports for leadership and key stakeholders.
• Assist with the development and maintenance of forecasting models for income statements, balance sheets, and cash flow.
• Perform financial analyses and support pro forma development for physician recruitment, new service lines, and location expansions.
• Prepare reporting packages and presentations for operational meetings and executive review.
• Analyze financial, clinical, and operational data from multiple systems to identify trends and opportunities.
• Partner with operational departments and Information Technology teams to identify and resolve data integrity issues.
• Support the maintenance of financial reporting structures and data mappings to ensure reporting accuracy.
• Develop and maintain business intelligence reports, dashboards, and performance metrics.
• Assist with annual budgeting, forecasting, strategic planning, and decision-support initiatives.
• Monitor key performance indicators and provide analysis of variances between actual and budgeted results.
• Maintain strict confidentiality when handling sensitive financial and organizational information.

What We're Looking For

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field required.
• Master's degree, MBA, or relevant professional certification preferred.
• Minimum of 2-5 years of experience in financial planning and analysis, financial reporting, business intelligence, decision support, or related finance roles. Healthcare experience preferred.
• Advanced Microsoft Excel skills required, including financial modeling and data analysis.
• Experience with reporting and business intelligence platforms such as NetSuite, Power BI, Tableau, Epic, budgeting software, or similar systems.
• Strong analytical and problem-solving skills with the ability to translate complex data into actionable business insights.
• Excellent organizational, communication, and presentation skills.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.
• High degree of professionalism, discretion, and attention to detail.
• This is a hybrid role with 3 days in office.