Senior FP&A Analyst

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

📋 Description

• Lead the annual budgeting, quarterly forecasting, and long-term planning activities throughout the organization.

• Collaborate with business leaders to comprehend operational drivers, assess performance, and align financial strategies with organizational goals.

• Develop, sustain, and improve intricate financial models for strategic planning, scenario analysis, resource distribution, and decision-making.

• Evaluate business performance, pinpoint trends, risks, and opportunities, and offer actionable insights to senior leadership.

• Prepare and scrutinize monthly, quarterly, and yearly management reporting packages, which include financial and operational KPIs, variance analyses, and executive summaries.

• Create reporting materials for the Board of Directors that convey financial performance, business initiatives, and strategic priorities.

• Assist with strategic initiatives such as M&A assessments, investment evaluations, pricing analyses, and capital allocation decisions.

• Design and sustain dashboards, reporting tools, and performance metrics.

• Recognize and implement process enhancements, automation possibilities, and reporting improvements.

• Serve as a strategic partner to the Director of FP&A, aiding executive decision-making and shaping the organization’s financial strategy.

• Mentor and guide junior analysts while providing support to cross-functional project teams as required.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a similar field.

• Over 5 years of progressive experience in FP&A, corporate finance, investment banking, transaction advisory, consulting, or other analytical roles.

• Preferred experience in supporting executive leadership teams and preparing presentations for executives or the Board.

• Background in healthcare, life sciences, clinical research, laboratory services, technology-enabled services, or private equity-backed firms preferred.

• Advanced skills in financial modeling, forecasting, budgeting, and analysis.

• Expert-level proficiency in Microsoft Excel and PowerPoint.

• Familiarity with financial planning and analysis tools such as Datarails, Prophix, Adaptive Planning, Anaplan, Hyperion, or similar platforms.

• Preferred experience with business intelligence and visualization tools like Power BI, Tableau, or similar platforms.

• Strong business acumen with the capability to link financial performance to operational results.

• Exceptional analytical, problem-solving, and critical-thinking abilities.

• Strong communication and presentation skills, with the ability to convert complex financial data into clear, actionable insights.

• Proven ability to influence decision-making and establish relationships across all organizational levels.

• Capacity to manage multiple priorities and deadlines in a fast-paced, growth-oriented environment.

• Continuous improvement mindset emphasizing automation, efficiency, and scalability.

• Ability to sit for extended periods at a desk while working on a computer.

• Prolonged use of a computer and headphones for conference calls.

• Effective communication via phone, video, and email.

• Proficient in using hands and fingers to operate a computer and other office equipment.

• Minimal travel required.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company matching.

• Generous paid time off and flexible work arrangements.

• Opportunities for professional development and career advancement.