FP&A Analyst/Manager
Job Description:
- Own and continuously improve the company’s operating model, including revenue, cost structure, headcount, and cash runway.
- Lead monthly and quarterly forecasting processes in partnership with Finance, People Ops, Sales, Customer Experience, and Product.
- Support annual budgeting and long-range planning (2–3 year outlooks), including scenario and sensitivity analyses.
- Build and maintain unit economics and customer-level profitability models, particularly in a healthcare SaaS / deployment-heavy environment.
- Analyze performance drivers across revenue, gross margin, deployment costs, and operating expenses.
- Partner with leaders to evaluate new initiatives, pricing changes, hiring plans, and investment tradeoffs.
- Prepare board-ready financial materials, including variance analysis, KPIs, and forward-looking insights—not just numbers.
- Support leadership discussions around capital planning, fundraising readiness, and financial risks/opportunities.
- Help translate complex financial data into clear narratives for non-finance audiences.
- Work closely with People Ops on workforce planning, headcount approvals, and compensation cost modeling.
- Partner with Sales & Customer Experience to understand pipeline assumptions, renewals, expansions, and deployment economics.
- Collaborate with Accounting to ensure forecasts align with actuals and reporting integrity.
- Improve FP&A processes, tools, and reporting as the company scales (e.g., forecasting cadence, dashboards, modeling standards).
Requirements:
- 4–7+ years of experience in FP&A, strategic finance, consulting, investment banking, or similar analytical roles.
- Strong financial modeling skills (3-statement models, scenario analysis, sensitivity analysis).
- Experience supporting executive leadership and/or board-level reporting.
- Advanced Excel / Google Sheets skills; comfort building models from scratch.
Benefits:
- Health insurance
- Professional development opportunities