Financial Planning & Analysis (FP&A) Analyst
General Job Summary:
The Financial Planning & Analysis (FP&A) Analyst supports the organizations financial planning, forecasting, reporting, and decision-support activities. This role partners with operational, corporate and physician leaders to provide financial insights, identify trends and risks, and drive data-informed decision making. The FP&A Analyst is responsible for maintaining financial models, analyzing performance against budgets and forecasts, and assisting in the development of annual operating plans and long-range financial strategies.
Primary Job Responsibilities:
- Support forecasting, annual budgeting and Long-Range Plan processes
- Maintain and enhance financial forecasting models; proactively develop and maintain additional monthly reports, dashboards, and ad hoc reports as needed
- Deep dive into financial data and become a subject matter expert to provide additional insights
- Creates variance analysis reports and models, partnering with operational and corporate leadership to provide monthly reporting and MD&A
- Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement
- Collaborate with cross-functional teams to gather relevant information for financial analysis
- Analyze and interpret healthcare revenue data; develop and improve analysis methods and reports
- Prioritize and manage multiple tasks, relationships, and projects
- Assist with Physician Compensation and related analyses
- Other duties as assigned
Requirements:
Education:
- Bachelor's degree in finance, accounting, business administration or related field
Experience:
- Minimum of 3 years as Financial Analyst
- Experience developing financial reports and metrics
- Must have demonstrated the highest levels of mastery of Microsoft Excel
- Prior healthcare experience preferred
- Knowledge of accounting, reporting, forecasting
- Strong research, analytical and problem-solving skills
- Manages competing demands and adapts to frequent change, delays, and unexpected results
- Ability to work independently and collaboratively in a fast-paced environment
Physical Requirements
- Work consistently requires walking, standing, sitting, lifting, reaching, stooping, bending, pushing, and pulling.
- Must be able to lift and support weight of 35 pounds
- Ability to concentrate on details.
- Use of a computer for long periods of time.