Senior Strategic Financial Planning Analyst

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

📋 Description

• Develop and maintain adaptable financial models that encompass revenue and expense details, facilitate regional financial reporting, and analyze key performance indicator trends across various markets and service lines.

• Evaluate profitability metrics by product, payor mix, and other indicators to uncover growth prospects and enhance operational efficiencies.

• Lead the budgeting process, offering functional support on revenue, expenses, and headcount planning to budget holders throughout the organization.

• Oversee rolling and long-term forecast models, including the Income Statement, Balance Sheet, and Cash Flow Statement.

• Collaborate with key business stakeholders to grasp business drivers and conduct financial analyses that support decision-making processes.

• Report on and analyze new dimensions of profitability, including payor and business line aspects.

• Influence the future direction of the business through data-informed storytelling and insights that guide leadership choices.

• Partner with the accounting team to perform analyses and identify trends.

• Assist with special projects such as introducing new service offerings, expanding into new markets, and implementing operational efficiencies.

• Deliver monthly reporting packages and KPI dashboards for organizational leaders and the Board of Directors.

• Generate analyses to pinpoint strategic and growth opportunities, evaluate the competitive landscape, and formulate business cases.

• Convert operational insights into actionable recommendations by developing and monitoring KPIs to optimize resource allocation and minimize bottlenecks.

• Investigate, analyze, and assess acquisition opportunities.

• Create ad hoc financial models for strategic initiatives.

• Collaborate with C-suite leaders on financial metrics that inform resource allocation, growth strategies, and risk management.

• Produce executive-level analyses that connect operational performance with financial outcomes.

• Support cross-functional initiatives that require financial modeling and operational insights.

⛳️ Requirements

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

• Over 4 years of experience in FP&A or corporate finance.

• Capability to thrive in a small but expanding business environment.

• Familiarity with the telemedicine sector is highly advantageous.

• Experience with healthcare operations or regional healthcare business structures is beneficial.

• Advanced Excel skills essential for success in a Mac-based Google Sheets/Google Suite environment.

• Proficiency with Business Intelligence tools such as Looker; knowledge of SQL is a plus.

• Proven track record of producing, managing, and enhancing complex, dynamic financial models and performing scenario analyses.

• Excellent analytical, problem-solving, and business judgment abilities.

• Strong understanding of Generally Accepted Accounting Principles (GAAP).

• Results-driven with meticulous attention to detail; capable of driving projects from inception to completion with minimal oversight.

• Proactive self-starter with a humble attitude, high accountability, and the resilience to acknowledge and rectify mistakes.

• Effective communication and interpersonal skills to collaborate across diverse stakeholders and cross-functional teams, including senior management and C-suite audiences.

• Adaptability to prioritize and reprioritize tasks on short notice.

• Comfortable working in ambiguous situations, acting autonomously, and creating solutions from the ground up in a rapidly growing startup environment.

• A dedicated, secure remote workspace equipped with high-speed internet and a professional, video-ready setup for frequent client and team meetings.

🏝️ Benefits

• Discretionary PTO plus 8.5 additional sick days and 10 paid holidays.

• Paid parental leave.

• 100% Employer Paid Employee Medical, Dental, and Vision Insurance.

• Employer Paid Short-Term Disability (STD) and Long-Term Disability (LTD).

• 401k plan.

• $50 monthly stipend for remote work expenses.