Senior Financial Analyst – FP&A

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee enterprise-wide headcount and compensation forecasting, covering hiring plans, vacancies, salaries, benefits, incentives, recruiting expenses, and other workforce-related costs.

• Take ownership of enterprise forecasting, annual budgeting, and long-term strategic planning.

• Collaborate with senior business leaders on revenue generation, cost structures, profitability, and overall business performance.

• Create and refine financial models for scenario analysis, mergers and acquisitions, pricing strategies, investment choices, and capital allocation.

• Prepare high-level financial analyses and deliverables for executives, including Board materials, investor presentations, performance dashboards, and management reports.

• Assist in strategic initiatives through pricing, profitability, investment, and business case evaluations.

• Examine financial and operational performance, identify trends and discrepancies, and offer actionable recommendations.

• Design and implement process enhancements, reporting improvements, and automation in FP&A processes.

• Collaborate across functions to enhance financial transparency, forecasting precision, and data-informed decision-making.

• Perform additional duties as assigned.

⛳️ Requirements

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

• 5+ years of progressive experience in FP&A or corporate finance.

• Ideally, experience within a private equity-backed or rapidly growing healthcare organization.

• Proficiency in financial modeling, valuation, and scenario planning.

• Strong Excel skills.

• Familiarity with financial systems such as Adaptive Insights, NetSuite, Power BI, or Tableau.

• Capability to translate intricate financial concepts into clear insights for executive stakeholders.

• Outstanding analytical abilities, intellectual curiosity, and a proactive approach.

• Experience with AI-driven productivity and analytical tools is a plus.

• MBA or CFA is a plus.

• Must reside in the US.

• Access to a quiet, distraction-free workspace.

• Reliable internet connection.

• Compliance with company security protocols, including VPN usage, secure passwords, and approved devices/software.

• Ability to adhere to company policies, including HIPAA regulations.

🏝️ Benefits

• Attractive compensation based on experience and performance.

• Competitive benefits package with substantial employer contributions.

• Flexible and remote work options available.

• 401k plan with generous employer matching and immediate vesting.

• Opportunities for personal and professional development.

• Supportive family benefits, including paid leave for new family members.

• Company-wide philanthropic program, Valenz Communities Connection.

• Provision of necessary work equipment.

• Generously subsidized company-sponsored Medical, Dental, and Vision insurance.

• Access to services through Healthcare Blue Book and KISx Card.

• Options for HSA, FSA, and DCFSA spending accounts.

• Flexible working environment.

• Generous Paid Time Off, encompassing vacation, sick leave, and paid holidays.

• Employee Assistance Program providing professional counseling, referrals, and other services.

• Paid maternity and paternity leave.

• Pet insurance available.

• Employee discounts on mobile plans, car rentals, and computers.

• Opportunities for community giveback, including paid time off for philanthropic activities.