Description
Alliance Health System
Reports to: Controller
Position Summary
Alliance Health Systems is seeking a highly motivated and analytically strong Senior Financial Planning & Analysis (FP&A) Analyst to join our growing Finance organization. Reporting directly to the Controller, this individual will serve as a key financial partner to operational leadership and will have meaningful and regular exposure to the Chief Financial Officer and other members of the executive leadership team.
This position is designed for a high-performing finance professional who wants to develop beyond traditional financial reporting and become a well-rounded finance leader. The Senior FP&A Analyst will work closely with the Controller, CFO, and business leaders to understand operating performance, identify opportunities to improve profitability, evaluate growth initiatives, and help drive informed strategic and operational decisions.
The role will provide broad exposure to financial planning and analysis, operational finance, executive reporting, strategic investments, new business initiatives, and the continued development of the Company's financial planning infrastructure.
The ideal candidate is intellectually curious, highly proficient in financial modeling and analysis, comfortable interacting with senior leaders, and capable of translating complex financial and operational information into clear, actionable business recommendations.
For a high-performing individual, this position is intended to provide a meaningful long-term career path within the Finance organization, with the opportunity to progress into FP&A Manager and, over time, Director-level financial leadership responsibilities as the Company and Finance organization continue to grow.
Key Responsibilities
Primary Responsibilities
· Conduct detailed financial analysis, modeling, and forecasting to support strategic and operational decision-making across the organization.
· Work closely with the Controller in the preparation and consolidation of annual budgets, quarterly forecasts, rolling forecasts, and long-range financial plans.
· Own financial performance reporting for assigned business units, departments, service lines, and/or operating locations, including analysis of revenue, labor, operating expenses, profitability, cash flow, and EBITDA.
· Analyze actual financial and operational results versus budget, forecast, and prior periods; identify key business drivers, emerging trends, risks, and opportunities; and develop actionable recommendations to improve performance.
· Lead monthly financial review meetings with operational and functional leaders, effectively communicating results, explaining variances, challenging assumptions, and helping drive accountability for financial performance.
· Serve as a financial business partner to operational leaders, developing a strong understanding of their businesses and helping translate financial and operational data into actionable business decisions.
· Develop and maintain sophisticated financial models to evaluate new locations, service lines, capital investments, pricing strategies, staffing decisions, strategic partnerships, acquisitions, and other growth opportunities.
· Perform scenario, sensitivity, ROI, break-even, and profitability analyses to support investment and capital-allocation decisions.
· Develop, monitor, and analyze key financial and operational KPIs and identify opportunities to improve revenue growth, productivity, operating leverage, margins, and EBITDA.
· Work with business leaders to establish financial and operational targets and develop appropriate metrics for measuring performance against those targets.
· Support the evaluation of acquisitions, de novo locations, new service lines, partnerships, and other strategic growth initiatives, including financial modeling, due diligence support, investment analysis, and post-investment performance tracking.
· Partner closely with Accounting to ensure consistency and accuracy across management reporting, forecasts, budgets, accruals, and reported financial results.
· Support monthly, quarterly, and year-end financial reporting processes and assist with the annual financial statement audit and other Finance-related initiatives.
· Help build and continuously improve the Company's FP&A infrastructure, including standardized reporting, dashboards, forecasting tools, financial models, management reporting packages, and planning processes.
· Identify opportunities to automate and improve financial reporting and analysis through advanced Excel, business intelligence, data visualization, and other financial technology tools.
· Prepare financial analyses, executive presentations, and recommendations for the Controller, CFO, and other members of senior leadership.
- Participate in selected meetings with senior leadership, providing analysis and financial insight in support of significant operational, investment, and strategic decisions.
· Work directly with the Controller and CFO on selected high-priority financial analyses, strategic initiatives, investment opportunities, and special projects.
· Provide guidance and support to junior Finance team members and contribute to the continued development of a high-performing Finance organization.
· Proactively identify opportunities to improve financial performance, operating efficiency, reporting quality, and decision-making throughout the organization.
· Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
· Approximately 4–7 years of progressive experience in FP&A, corporate finance, financial analysis, transaction advisory, public accounting with significant analytical experience, or a related finance discipline.
· Strong financial modeling skills with demonstrated experience building and maintaining forecasts, budgets, operating models, investment analyses, and scenario models.
· Advanced proficiency in Microsoft Excel and strong overall financial systems capabilities.
· Strong understanding of financial statements, accounting principles, budgeting, forecasting, variance analysis, and financial performance measurement.
· Demonstrated ability to analyze complex financial and operational data, identify meaningful trends and business drivers, and translate findings into actionable recommendations.
· Strong written and verbal communication skills, including the confidence and executive presence necessary to communicate effectively with senior management.
· Ability to manage multiple priorities and deadlines in a fast-paced, entrepreneurial, and rapidly growing environment.
· Strong attention to detail combined with the ability to understand the broader strategic and operational implications of financial results.
· Demonstrated initiative, intellectual curiosity, sound judgment, and a willingness to take ownership of projects and deliverables.
· Experience in healthcare, multi-site healthcare services, or another high-growth, multi-location business is preferred but not required.
· Experience analyzing location-level, service-line, or business-unit profitability and operational performance.
· Experience with business intelligence, visualization, and reporting tools such as Tableau, Power BI, or similar platforms.
· Exposure to M&A, transaction modeling, due diligence, capital investment analysis, or new-business evaluation.
· Previous experience presenting financial analysis to senior executives and operational leaders.
· CPA, MBA, CFA, or another relevant professional designation is valued but not required.
During the first year, the successful candidate will develop a strong understanding of the Company's financial and operational drivers and become a trusted financial partner to the Controller, CFO, and operational leadership.
The individual will progressively take greater ownership of forecasting, budgeting, business-unit performance analysis, financial modeling, and management reporting.
Most importantly, the successful candidate will move beyond simply reporting what happened and develop the ability to explain why it happened, what is likely to happen next, and what actions management should consider to improve results.