Financial Planning Analyst

Summary/Objective

The Financial Analyst – Financial Planning & Analysis (FP&A) is responsible for enterprise financial planning, budgeting, forecasting, long-range planning, and strategic analysis. This position partners with executive leadership and operational teams to support enterprise planning, decision-making, and value creation.

Essential Functions

1. Supports the process for the timely and accurate preparation of financial budgets, forecasts, and other financial analysis needs that may arise.

2. Owns and maintains the long-range financial planning model.

3. Develops and maintains enterprise cash flow forecasts.

4. Performs enterprise revenue analysis and identifies key trends, risks, and opportunities.

5. Builds financial models supporting strategic initiatives, new business opportunities, and operational improvements.

6. Partners with Development and Operations on de novo and strategic growth analyses.

7. Prepares executive-level financial analyses and presentations.

8. Supports acquisition integration and value creation initiatives as assigned.

9. Analyzes financial and operational performance to identify opportunities for improvement.

10. Collaborates cross-functionally to support planning and decision-making.

11. Promote FP&A best practices.

12. Other duties and special projects as assigned.

Job Qualifications

Minimum Qualifications/Experience:

• 3 plus years of progressive FP&A, Finance, or Accounting experience.
• Advanced Microsoft Excel and financial modeling skills.
• Experience with budgeting, forecasting, and executive reporting.
• Experience with Planful, Sage Intacct, or similar systems preferred.
• Healthcare finance experience preferred.
• Strong communication, analytical, and business partnership skills.

Education/Certifications

• Bachelor's degree in Finance, Accounting, or related field required. MBA and/or CPA preferred.

Competencies

• Financial Management
• Technical Capacity
• Business Partnership
• Strategic Thinking
• Communication Proficiency
• Problem Solving/Analysis
• Financial Modeling
• Thoroughness