Financial Planning & Analysis Analyst

NakedMD

Newport Beach, CA

JOB DETAILS
SALARY
$80,000–$90,000
SKILLS
Accounting, Accounting Close, Ad Hoc Financial Modeling, Analysis Skills, Banking Services, Board Meeting, Budgeting, Consulting, Corporate Finance, ERP (Enterprise Resource Planning), Economics, Finance, Financial Audit, Financial Management, Financial Planning, Financial Planning and Analysis (FP&A), Financial Reporting, Forecasting, Investment Services, Journal Entries, Leadership, Microsoft Dynamics, Microsoft Excel, Microsoft PowerPoint, Organizational Skills, Power BI, Problem Solving Skills, Profit & Loss, Reconciliation, Reporting Dashboards, Reporting Skills, SQL (Structured Query Language), Strategic Planning, Variance Analysis
LOCATION
Newport Beach, CA
POSTED
30+ days ago

About Us

We are a fast-growing, private equity-backed medical aesthetics platform expanding into new states. As we scale our clinic footprint, we are building a professional finance organization to support rapid growth, reporting, and strategic planning.

THIS ROLE IS ON SITE IN NEWPORT BEACH, CA and NOT remote.

 

Position Overview

We are seeking an FP&A Analyst to support financial management, month-end close, forecasting, reporting, and analysis. This role works closely with PE ownership, Finance & Executive leadership, and the accounting team to maintain forecast models, develop executive and Board-level reporting, and analyze clinic and service-line performance.

This role is ideal for candidates with accounting, corporate finance, consulting, or investment banking experience looking to grow into a strategic FP&A function.

 

Key Responsibilities

• Support month-end and year-end close, reviewing journal entries, accruals, and reconciliations

• Maintain rolling forecasts, budgets, and variance analysis

• Develop reporting packages for leadership and Board meetings

• Analyze clinic-level performance, payroll/labor trends, membership growth, inventory, and profitability

• Perform ad hoc financial analysis to support strategic initiatives

• Contribute to dashboards and automated reporting tools

 

Why Join Us

• Hands-on exposure to executive leadership and Board reporting

• Opportunity to transition from accounting, consulting, or IB into FP&A

• Contribute to financial planning and reporting for a rapidly expanding multi-state business

• Career expansion within a high-growth, professionalizing finance function

Compensation: $80,000 – $90,000 Base

Requirements

Qualifications

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

• 1–3 years of experience in FP&A, Accounting, Audit, Corporate Finance, Consulting, or Investment Banking

• Experience with Microsoft Dynamics 365 or a similar ERP system required

• Proficiency in Microsoft Excel and PowerPoint

• Experience supporting month-end close and financial reporting

• Strong analytical, organizational, and problem-solving skills

• Nice to have: Power BI or SQL experience

• Understanding of medspa industry is a plus

About the Company

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NakedMD