FP&A Analyst

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Assist in the annual budgeting, quarterly reforecasting, and long-term planning activities.

• Prepare and evaluate monthly financial outcomes, including variance analysis against budget, forecasts, and previous periods.

• Construct and uphold intricate financial models, encompassing fully integrated three-statement models.

• Create scenario and sensitivity analyses for strategic initiatives, growth investments, and cost optimization efforts.

• Conduct operational and strategic modeling for new initiatives, pricing strategies, volume assessments, staffing, and capital investments.

• Facilitate lender and private equity reporting requirements.

• Collaborate with clinical, operations, revenue cycle, and other operational leaders to comprehend business drivers and convert them into financial insights.

• Develop and manage Revenue Cycle analytics and reporting that includes KPIs, trends, productivity, collections, reimbursement, denials, and other revenue cycle dynamics.

• Examine Revenue Cycle performance to identify trends, variances, opportunities, and risks that may impact financial performance.

• Design and upgrade Revenue Cycle dashboards and reporting tools.

• Partner with Revenue Cycle leadership to assess performance and translate operational data into actionable recommendations.

• Track Revenue Cycle KPIs and create recurring reports for accountability, performance enhancement, forecasting, and strategic decision-making.

• Offer actionable recommendations for both strategic and operational choices.

• Enhance financial discipline and KPI tracking throughout the organization.

• Develop and improve Excel-based financial models, dashboards, and reporting tools.

• Ensure the accuracy, consistency, and timeliness of financial data.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.

• 2-4 years of experience in investment banking, private equity, and/or FP&A.

• Preference for experience in healthcare finance or with private equity-backed operating companies.

• Strong background in Revenue Cycle analytics, reporting, KPI development, and performance evaluation.

• Preference for experience in healthcare Revenue Cycle.

• Capability to analyze Revenue Cycle data, pinpoint trends and performance drivers, and convert findings into actionable financial and operational insights.

• Proficiency in financial analysis, financial modeling, and problem-solving techniques.

• Fluency in three-statement financial modeling.

• Solid understanding of financial statements and key performance indicators.

• Advanced Excel skills, including financial modeling, complex formulas, pivot tables, and scenario analysis.

• Ability to analyze financial data and generate financial reports and projections.

• Knowledge of debt instruments, reporting, and covenant compliance management.

• Advanced skills in Microsoft Excel and PowerPoint.

• Experience with NetSuite is a plus.

• Excellent verbal and written communication abilities.

• Highly driven, self-motivated, detail-oriented, organized, and resourceful.

• Ability to effectively manage ambiguity and thrive in a fast-paced environment.

• Exceptional interpersonal skills with the ability to foster and maintain effective cross-functional relationships.

• CFA, progress towards CFA, or relevant certifications are advantageous.

• Availability Monday to Friday, 8 am to 5 pm.

• Must reside in AZ, CA, NM, NV, OR, or WA.

🏝️ Benefits

• Excellent work/life balance.

• Comprehensive Medical, Dental, Vision, and Prescription benefits (PPO & HMO).

• 401(K) Plan with Employer Matching.

• License & Tuition Reimbursement.

• Paid Time Off.

• Holiday Pay & Floating Holidays.

• Employee Perks and Discount Programs.

• Supportive environment to foster growth and success.