Sr. Financial Analyst (FP&A)

Are you passionate about transforming data into insights that drive meaningful business decisions? Join our growing Finance team as a Sr. Financial Analyst, where you will play a key role in helping build a modern, AI-enabled FP&A function. In this role, you’ll leverage automation, intelligent workflows, and advanced analytics to drive forecast accuracy, strengthen financial accountability, and support faster, more confident decision-making across the business. 

Reporting directly to the Director of FP&A, you will partner closely with senior leadership as a trusted financial partner. You’ll support strategic planning, forecasting, executive reporting, and operational analysis, while also helping modernize finance workflows through developing automation, building scalable processes, and thoughtful use of business intelligence and AI tools. 

This is a highly visible role for someone analytical, intellectually curious, and comfortable turning complex data into clear, actionable insights for business leaders. 

WHAT YOU'LL DO:

• Continuously improve FP&A processes by developing automation, AI-enabled analysis, and lightweight agents, and enhancing reporting templates to streamline monitoring of monthly departmental spend, reporting, forecasting, and variance analysis.

• Perform detailed monthly variance analysis, including actuals vs. budget, forecast, and prior year, clearly communicating key trends, risks, and opportunities to support decision-making, financial accountability, and the monthly close process. 

• Support the company-wide annual budgeting, forecasting, and long-range planning processes. 

• Partner with department and executive-level leaders to understand business drivers, challenge assumptions, and provide financial guidance that supports company goals. 

• Build and maintain financial models that support strategic decision-making, scenario planning, investment decisions, and operational planning. 

• Prepare and present financial performance reporting for the CFO, VP of Finance, senior leadership, and other key stakeholders. 

• Create and manage KPIs, dashboards, and support schedules that track business performance, operational efficiency, savings initiatives, board reporting, and other recurring finance deliverables. 

• Perform ad hoc financial and operational analyses to support executive decision-making and evolving business priorities. 

• Continuously evaluate and apply new technologies to improve data accessibility, speed of insight, and finance effectiveness. 

WHAT YOU'LL NEED:

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

• 3–5 years of full-time FP&A, Corporate Finance, or Financial Analyst experience. 

• Excellent communication skills, with the ability to present financial information clearly and professionally to executive and non-finance stakeholders. 

• Strong experience with budgeting, forecasting, variance analysis, and financial modeling. 

• Advanced proficiency in Microsoft Excel, including financial modeling, working with large data sets, formulas, and reporting templates. 

• Experience with business intelligence, ERP, or financial reporting tools; experience with NetSuite, Solution7, Excel, CoPilot, DocuSign, or similar platforms is a plus. 

• Experience applying automation and AI tools, including building lightweight agents or workflows to improve efficiency, reporting accuracy, and decision support. 

• Experience in healthcare technology, SaaS, data, AI, or private equity-backed environments is a plus. 

WHAT WILL MAKE YOU SUCCESSFUL:

• You are curious, proactive, and comfortable digging into the details while keeping the bigger picture in mind. 

• You enjoy partnering with business leaders and helping them better understand their financial performance. 

• You are energized by building better, more scalable ways of working. 

• You are a self-starter with a solution-oriented mindset and the ability to lead projects through completion. 

• You have strong business partnership skills with the confidence to ask thoughtful questions, challenge assumptions, and influence outcomes. 

• You have strong analytical skills with the ability to identify trends, connect data to business drivers, and translate findings into actionable insights.