The Senior FP&A Analyst plays a key role in providing information that is critical to the development of the Company's strategy. This individual will develop in-depth knowledge of operations and serve as a business advisor to the Director of Finance, CFO and other key stakeholders.
Essential Duties and Responsibilities: Analysis & Performance Reporting - Leads financial analysis across revenue, cost, profitability, cash flow, and balance sheet performance, translating results into clear insights for leadership.
- Develops and maintains dashboards and recurring reporting packages (e.g., monthly financial reviews, KPI scorecards, service-line or payer-mix performance).
- Supports month-end close by reviewing and explaining P&L results with accounting, ensuring accruals, reclasses, and other adjustments are properly reflected.
Budgeting & Forecasting - Prepares and manages the annual operating budget and rolling forecasts covering revenue, expenses, capital expenditures, and cash flow.
- Analyzes and clearly explains variances between actuals, budget, and forecast, identifying root causes and recommending corrective actions.
- Supports long-range planning and scenario/sensitivity modeling to inform strategic decisions.
Business Partnership & Reporting - Builds and maintains strong cross-functional relationships across the organization and with equity partner(s)/investors.
- Serves as a primary analytical resource for the organization, delivering faster, more informative reporting and ad hoc analysis.
- Advises senior leadership on the financial implications of strategic and operational decisions, applying knowledge of commercial and industry drivers.
- Prepares materials and commentary for board meetings and equity partner/investor updates, presenting financial performance and outlook clearly.
Process & Systems Improvement - Leads process and systems improvements to increase the efficiency and accuracy of key financial processes and reporting.
Minimum Qualifications: - Bachelor's Degree in Finance, Accounting, Business, or a related field.
- At least five (5) years of relevant experience in a finance role, with a strong preference for candidates with FP&A, healthcare finance, and/or private equity-backed organization experience.
- Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook), including advanced Excel skills for financial modeling and analysis.
- Excellent written and oral communication skills, with demonstrated ability to present financial findings and recommendations to senior leadership, board members, and external stakeholders (e.g., equity partners/investors).
- Strong knowledge of the mechanics of a business P&L, balance sheet, and cash flow statement, including experience supporting month-end close processes in partnership with accounting.
- Demonstrated ability to analyze and interpret complex, multifaceted financial and operational issues and present findings clearly and succinctly.
- Understanding of commercial and industry strategic drivers, with the ability to advise senior management on the financial implications of business decisions.
- Experience organizing, planning, and executing projects from conceptualization through implementation across multiple internal and external reporting lines.
- Strong systems skills, with experience leading or contributing to system implementations or process redesign to improve the efficiency and accuracy of financial processes.
- Strong attention to detail, organizational, and problem-solving skills, with the ability to multi-task, prioritize, and meet quality standards under tight deadlines.
- Ability to work independently or as part of a team, follow verbal and written instructions, and maintain a professional attitude and demeanor.
- All staff are expected to have a strong desire to provide excellent customer service; to comply with the rules and regulations of those organizations to which we are accountable; to have high ethical and professional standards of conduct; and to have an attitude of wanting to continuously improve their own professional performance.
Preferred Qualifications: - FP&A experience in a fast-paced, evolving, private equity-backed organization.
- Experience in multi-site, health & wellness services related industries
- Experience building Power BI dashboards to drive actionable insights
- M&A experience, especially in the context of national healthcare platform growth (rapid acquisitions, both small and larger acquisitions, integration of clinical and back office / RCM processes and systems).
Compensation and Benefits: - Pay Range: $115,000/year to $130,000 annually
- PTO: Up to 96 hours in first year (pro-rated based on start date)
- Holidays: 7 (New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, Day After Thanksgiving, Christmas Day)
- Retirement: 401(k) with employer match
- Health Benefits: Medical (single and family), Dental (single and family), Vision (single and family)
- Other Company-Paid Benefits: Short-Term Disability, Long-Term Disability, Basic Life/AD&D, Employee Assistance Program
- Other Voluntary Benefits: Voluntary Life, Accident, Critical Illness, Hospital Indemnity
- Other Compensation: This position is exempt (salaried) and is not eligible for overtime pay. This position is not eligible for bonus, commission, incentive, or shift differential pay.
- Work Arrangement: Remote with optionality to work at Corporate HQ in Annapolis MD. Travel to HQ may be required on a quarterly basis for team meetings, planning sessions or other business needs.
