Financial Planning & Analysis Analyst

Financial Planning & Analysis Analyst

Remote
Employment Type: Full-Time | Individual Contributor

About Ciullo, Inc.

Ciullo, Inc. is a Miami-based portfolio company founded in 2023 to unify and accelerate a growing family of healthcare services and technology businesses. Each company in the portfolio addresses a distinct and critical layer of the healthcare ecosystem, from remote care delivery and revenue cycle management to AI-powered platform infrastructure. Together, they operate as an integrated system designed to help providers deliver better care, capture more revenue, and reduce operational burden.

Our portfolio companies today are:

Position Summary

We are seeking an FP&A Analyst to serve as a core and highly visible member of the Ciullo, Inc. finance team, sitting at the intersection of financial rigor and strategic decision-making. Reporting directly to the CFO, you will be responsible for building and maintaining the financial infrastructure that enables leadership to plan confidently, allocate resources effectively, and respond to the evolving demands of a fast-scaling healthcare technology business.

You will own the group's rolling financial model, lead the monthly reporting cycle, and serve as a trusted analytical partner to department heads and senior leaders across the organization. This is not a back-office reporting role. It is a seat at the table, where the work you produce directly shapes how the business is run. The ideal candidate brings a strong foundation in financial modeling and management reporting, a commercial mindset, and genuine curiosity about how the numbers connect to operational reality.

AI Fluency Requirement - Non-Negotiable

Ciullo, Inc. is an AI-first organization. Every member of our leadership and operations team is expected to actively use AI tools in their day-to-day work - not as a novelty, but as a core productivity multiplier. This role requires genuine curiosity about AI, comfort experimenting with tools like Claude, ChatGPT, and workflow automation platforms, and the judgment to know when AI helps and when it doesn't. If AI makes you uncomfortable, this is not the right role.


Key Responsibilities

Financial Planning & Forecasting: Own and maintain the group's rolling financial model, including monthly re-forecasting of P&L, cash flow, and balance sheet. Support the annual budgeting process, coordinating submissions from department heads and consolidating into a group view. Track actuals vs. budget and forecast at both entity and group level, producing variance analysis with clear narrative.

Internal Reporting: Prepare and distribute the monthly internal reporting pack, including KPIs, financial performance, and departmental cost summaries. Develop and maintain dashboards and reporting templates to improve the speed and quality of financial insights. Support board and investor reporting by preparing accurate financial data packs and accompanying commentary.

Analysis & Decision Support: Build financial models and business cases to support strategic initiatives, investment decisions, and new program evaluations. Conduct ad hoc analysis as requested by the CFO and senior leadership team, translating complex data into clear recommendations. Partner with operational teams to understand cost and revenue drivers, providing financial challenge and support.

Process & Controls: Maintain data integrity across all financial models and reporting outputs, ensuring consistency between actuals and management accounts. Identify opportunities to improve the efficiency and accuracy of the FP&A process, including automation and tooling improvements. Support the month-end close process in coordination with the accounting team.


The Impact You’ll Make

Strategic Visibility: The financial models and reporting you build are what leadership uses to make resource allocation and investment decisions across a $100M+ revenue portfolio. Your work sits at the center of how the business is run.

Cross-Portfolio Influence: As a finance partner to department heads across Ciullo, Inc.'s family of companies, you will develop a rare, end-to-end view of a vertically integrated healthcare technology business and directly influence how it grows.

Finance Function Builder: This role is an opportunity to help shape a forward-thinking finance function from the ground up, introducing AI-driven workflows, modern FP&A tooling, and reporting infrastructure that scales with the business.


Qualifications

Required:

• 2 to 4 years of experience in an FP&A, finance analyst, or similar analytical finance role.

• Strong financial modeling skills with advanced Excel proficiency; able to build models from scratch, stress-test assumptions, and present outputs clearly.

• Experience preparing management accounts, budgets, and forecasts in a multi-entity or group finance environment.

• Ability to translate financial data into clear, concise narrative for non-finance stakeholders.

• High attention to detail with a structured, methodical approach to managing competing priorities.

• Comfortable working in a fast-paced environment with evolving priorities and limited prior structure.

• Demonstrable, hands-on experience applying AI tools in a finance context, such as using large language models, AI-assisted analysis, or automation to improve forecasting, reporting, or data workflows; tangible examples of practical application are required.

• Proven experience implementing or significantly configuring FP&A platforms or financial reporting tools such as Adaptive Insights, Anaplan, Planful, Vena, or similar.

Preferred:

• Experience with BI or reporting tools such as DOMO, Power BI, Tableau, or similar.

• Exposure to healthcare, technology-enabled services, or PE-backed business environments.

• Part-qualified or fully qualified accountant (ACCA, CIMA, CPA, or equivalent).

• Experience building or maintaining a rolling 12-month financial model.

• Familiarity with revenue recognition, cost of service analysis, or clinical program economics.

Compensation & Benefits

• Competitive base pay: $90,000 – $115,000 annually.

Additional Compensation:

• Performance-Based Bonus: Eligible for an annual bonus based on company and individual performance.

Benefits Include:

• Unlimited PTO

• Medical, Dental, Vision, and supplemental insurance options

• 401(k) Plan with 3.5% Company Match

• Company-provided equipment

Join Our Mission-Driven Team

At Ciullo, Inc., you'll be part of a fast-growing organization building the financial infrastructure behind one of the most ambitious healthcare technology portfolios in the country. We're looking for an FP&A Analyst who is analytically sharp, commercially curious, and ready to do the most visible and impactful work of their career.