Lead FP&A Analyst
About the job
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Lead FP&A Analyst based in the United States.
This high-visibility finance role offers the opportunity to become a key contributor to financial planning, forecasting, and executive reporting within a fast-paced healthcare technology environment.
The Lead FP&A Analyst will play a central role in transforming complex financial data into actionable insights that support strategic decision-making.
You will own critical processes including consolidation reporting, revenue forecasting, financial modeling, and planning system optimization.
Working closely with finance, accounting, and business stakeholders, you will help improve operational efficiency and drive better visibility into business performance.
This position is ideal for a detail-oriented finance professional who combines strong analytical skills with business judgment and executive communication abilities.
You will have the opportunity to influence processes, improve systems, and support leadership decisions in a growing, technology-driven organization.
The Lead FP&A Analyst will serve as a strategic finance partner responsible for driving accurate forecasting, reporting, and financial analysis. This role requires ownership of key planning processes, strong cross-functional collaboration, and the ability to translate financial information into clear insights for leadership teams.
- Lead the preparation of consolidated financial reporting, management reports, and executive-level presentations for leadership and Board-facing audiences.
- Develop clear financial narratives by translating complex data into actionable insights and recommendations.
- Partner with accounting and external reporting teams to ensure accuracy and consistency across financial materials and reporting cycles.
- Own revenue forecasting processes, including monthly pacing, quarterly forecasts, variance analysis, and identification of business risks and opportunities.
- Build and refine financial models that support strategic planning and operational decision-making.
- Support quarterly close activities by ensuring alignment between planning systems, accounting records, and financial reporting.
- Administer and optimize financial planning systems, including model maintenance, reporting structures, dimensions, versions, and user access.
- Drive automation and process improvements to streamline recurring reporting, forecasting, and financial workflows.
- Collaborate with finance, accounting, systems, and business teams to maintain data integrity and improve reporting capabilities.
- Support cross-functional initiatives focused on process improvement, system integration, and operational efficiency.
Requirements:
The ideal candidate brings strong FP&A expertise, advanced analytical capabilities, and experience supporting executive-level financial decisions. This role requires a proactive professional who can operate independently, manage competing priorities, and communicate effectively with both finance teams and business leaders.
- 6+ years of experience in FP&A, corporate finance, strategic finance, or a related field.
- Experience supporting financial planning and reporting within a publicly traded company environment preferred.
- Demonstrated experience with consolidation reporting and executive or Board-level financial presentations.
- Strong background in revenue forecasting, financial modeling, and variance analysis.
- Advanced proficiency in Microsoft Excel, including complex models and large datasets.
- Strong PowerPoint skills with experience creating executive-ready presentations.
- Experience working with financial planning and ERP systems; familiarity with Workday Adaptive Planning and/or NetSuite is highly preferred.
- Ability to quickly learn and optimize financial systems, processes, and reporting structures.
- Strong business acumen with the ability to balance strategic thinking and hands-on execution.
- Excellent communication skills with the ability to simplify complex financial concepts for diverse audiences.
- Ability to manage multiple priorities in a fast-moving environment while maintaining accuracy and attention to detail.
- Experience with automation tools such as VBA, Python, SQL, Power BI, or AI-enabled workflows is a plus.
- Experience in SaaS, healthcare, telehealth, or technology-driven organizations is preferred.
Benefits:
- Competitive base salary range of approximately $117,360 - $143,440, depending on experience, skills, qualifications, and location.
- Potential eligibility for annual bonus opportunities based on company and individual performance.
- Long-term incentive and additional variable compensation opportunities may be available depending on role structure.
- Flexible personal time off policy.
- 401(k) matching program.
- Competitive medical, dental, and vision insurance plans.
- Paid parental leave.
- Employee stock purchase program.
- Access to virtual healthcare services and wellness programs.
- Free access to mental wellness resources and digital health solutions.
- Tuition assistance program.
- Pet insurance options.
- Flexible, virtual-first work environment with opportunities for professional growth and development.
- Collaborative culture focused on innovation, inclusion, accountability, and meaningful impact.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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