Senior FP&A Analyst
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Senior FP&A Analyst providing financial insights and analysis for a behavioral health EHR software company. Supporting budget preparation and revenue analytics for decision-making.
Responsibilities:
- Lead preparation of annual budgets, quarterly forecasts, and rolling financial projections
- Perform in-depth variance analysis, identifying root causes and recommending counter measures to leadership
- Develop and maintain financial models that reflect underlying business drivers
- Conduct retention, cohort tracking, and churn analysis to surface trends and inform strategic decisions
- Analyze user expansion and contraction metrics to support growth initiatives
- Develop forward-looking insights into key revenue and business metrics
- Act as a trusted business partner to cross-functional teams, gathering inputs, validating assumptions, and ensuring models reflect true business dynamics
- Support ad hoc scenario analysis, sales pipeline reviews, pricing studies, and margin analyses
- Partner with sales leadership on quota planning and go-to-market financial support
- Translate complex financial data into clear narratives that resonate with both financial and non-financial audiences
- Prepare and present materials to senior stakeholders with clarity and confidence
Requirements:
- 3–5 years of FP&A experience, ideally within a SaaS or technology company
- Bachelor's degree in accounting, Finance, or a related field
- Expert-level proficiency in Microsoft Excel, including advanced modeling, dynamic formulas, and scenario analysis
- Strong analytical and problem-solving skills with a proven ability to build and maintain complex financial models
- Working knowledge of revenue recognition standards (ASC 606)
- Experience with sales quota planning and go-to-market financial processes
- Clear, confident communicator with demonstrated experience presenting to senior stakeholders
- Ability to manage multiple priorities, work cross-functionally, and thrive in a fast-paced environment.
Benefits:
- Healthcare (medical, dental, vision)- company pays for up to 75% of health insurance for both employee and dependents - some plans with HSA options
- Basic term and optional term life insurance
- Short-term disability (paid for by the company) and long-term disability
- 401(k) and employer-matched retirement plan
Similar Jobs
Director of Finance
Director of Finance managing day-to-day financial operations for a nonprofit organization. Overseeing internal controls, budget planning, and financial reporting with a team of finance professionals.
Senior Director, Global Partner Management – Financial Services, Payments
Senior Director of Global Partner Management at FICO overseeing vital financial services partnerships. Responsible for partnership strategy, revenue growth, and team leadership across global regions.
Analista Financiero, Administrativo
Financial and Administrative Analyst supporting LATAM entertainment operations with financial processes and administrative tasks. Collaborating with global teams and handling budgets, records, and reporting.
Chief Financial Officer – PE-Backed
Chief Financial Officer managing finance function for a PE-backed global services platform. Leading reporting, integration, and finance operations in a transformative role.
Executive Business Partner – CFO, Startup, DTC & Operations
Executive Business Partner to the CFO in a fast-growing DTC startup. Remote role supporting leadership with operational and strategic initiatives.
Financial Consulting Analyst
Financial Consulting Analyst supporting the consulting delivery team at Bennie to achieve customer results. Requires proficiency in Excel and relevant work experience in the benefits industry.
Chief Financial Officer
Chief Financial Officer for FinStrat Management providing strategic financial insight and leadership remotely. Engaging with clients to enhance their financial strategies and operations.
Business Engagement Lead – Finance Operations
Business Engagement Lead connecting Finance leadership and Technology for Accelerant. Managing business requirements and stakeholder engagement within Finance Operations.
High School Economics – Personal Finance
Online educator for high school economics and personal finance. Join Stride's Virginia Virtual Academy delivering personalized education experiences remotely.
Research Financial Analyst I – Medical Oncology
Research Financial Analyst I managing complex financial information to support clinical studies. Collecting data, generating reports and ensuring accuracy in financial operations.
Financial Clearance Manager
Mgr Financial Clearance managing daily operations and ensuring efficient patient processing and collection. Overseeing registration personnel with a focus on public health system excellence.
Senior FP&A Analyst
Senior FP&A Analyst at EverCommerce focusing on forecasting, budgeting, and financial analysis. Collaborating with finance leadership to enhance operational decision-making and reporting accuracy.
Finance Manager
Finance Manager at The ODP Corporation providing financial insights for the Retail Business Unit. Managing P&L processes, developing financial models, and ensuring accurate financial reporting.
Financial Business Partner
Financial Business Partner at Social Discovery Group, embedding in commercial, product, and marketing teams for financial insights. Involved in budgeting, forecasting, and financial planning processes.
Director, Finance Business Partner
Finance Business Partner overseeing all financial matters through collaboration with various stakeholders. Directs financial planning, reporting, and compliance to support company objectives.
Finance Officer
Finance Officer supporting day-to-day finance operations at Viamo. Involved in accounts payable, receivable, and payroll functions with a focus on compliance and accuracy.
CFO – Financial Solutions
CFO providing strategic financial solutions for small- and mid-sized businesses at BELAY. Leading financial strategy, planning, and reporting in a remote environment.
FP&A Director
FP&A Director responsible for OneStream architecture and solutions in finance operations. Leading complex integrations and optimizations for executive decision-making across global finance teams.
AVP, Sales, Strategic Financial Services
Area Vice President leading sales efforts in Banking, Wealth & Asset Management and Insurance for Salesforce. Managing a growing sales organization and executing customer acquisition strategies.
Senior Accountant – Financial Reviewer
Senior Accountant reviewing financial statements for clients at Rigits. Remote position requiring expertise in GAAP, QuickBooks, and financial analysis.