FP&A Analyst

Position Overview

A specialty healthcare organization with multiple sites is seeking an FP&A Analyst to enhance financial reporting, forecasting, business analysis, and decision support across various departments including Finance, Accounting, Operations, Revenue Cycle, and clinical leadership. The individual in this role will analyze financial performance and operational data to provide insights at multiple organizational levels such as locations, providers, departments, and service lines.

Key Responsibilities

• Assist with the annual budgeting cycle, periodic forecasting, and ongoing financial planning activities.
• Maintain comprehensive financial models that integrate revenue, patient volume, provider capacity, labor, expenses, reimbursement, and growth assumptions.
• Collaborate with business leaders to produce realistic forecasts, detect financial risks, and identify opportunities.
• Conduct scenario and sensitivity analyses to assess staffing, operational modifications, investments, and growth plans.
• Enhance forecast accuracy by reviewing historical trends and actual business outcomes.
• Prepare monthly financial reports comparing actual results against budgets, forecasts, and prior periods.
• Analyze key financial and operational metrics such as revenue, expenses, labor, margins, and cash flow.
• Investigate significant variances and their underlying causes.
• Compose clear, written explanations of financial results for both executive and operational stakeholders.
• Support reporting for leadership, lenders, boards, and investors as needed.
• Maintain supporting schedules, assumptions, and documentation for recurring reports.
• Analyze healthcare performance metrics including patient volumes, provider productivity, scheduling capacity, reimbursement, payor mix, labor, and revenue cycle efficiency.
• Assess the interplay between clinical activity, staffing, collections, expenses, and profitability.
• Provide segmented reporting by location, provider, department, market, and service line.
• Partner with operational and clinical leaders to identify performance trends and improvement areas.
• Assist in financial analysis related to adding providers, new locations, service expansions, capital investments, and other growth-related initiatives.
• Support financial due diligence, integration analysis, and post-transaction reporting when required.
• Develop and maintain Power BI dashboards to provide timely insights into financial and operational performance.
• Create clear visualizations, scorecards, and decision-support tools from complex financial data.
• Integrate data from financial, operational, payroll, and practice management systems ensuring completeness and accuracy.
• Enhance dashboard usability with direct feedback from users and standardize metrics and reporting practices across the organization.
• Utilize Claude AI professionally to assist in financial research, report generation, variance commentary, and workflow enhancements.
• Craft effective prompts and repeatable processes to improve efficiency and quality of finance-related activities.
• Ensure all AI-assisted outputs are reviewed and aligned with source data, assumptions, and controls while maintaining human oversight.
• Protect confidential information related to company, employees, patients, and finances when using AI tools.
• Identify and implement opportunities to automate recurring reporting, standardize tasks, and increase financial data reliability.
• Collaborate across Finance, Accounting, Operations, Revenue Cycle, HR, and clinical departments to foster productive relationships.
• Translate financial data into terms accessible to non-finance stakeholders.
• Manage ad hoc analytical requests while meeting regular deadlines and prioritizing business needs.
• Inquire proactively to resolve data inconsistencies and diligently follow through issues to resolution.
• Promote a finance culture that values accuracy, responsiveness, accountability, and continuous improvement.

Qualifications

• Bachelor’s degree in Mathematics, Finance, Accounting, Analytics, or a closely related quantitative field.
• At least two years’ experience in FP&A, financial/business analysis, healthcare finance, or similar analytical roles.
• Experience within healthcare settings such as physician practices, ambulatory care, or hospital operations.
• Understanding of healthcare financial and operational drivers: patient volume, provider productivity, reimbursement, labor, revenue cycle, and profitability.
• Practical working knowledge of Claude AI usage within professional workflows.
• Experience with budgets, forecasts, variance analysis, financial reporting, and modeling.
• Proficiency in Power BI, including dashboard development, data visualization, and maintenance.
• Advanced skills in Microsoft Excel: formulas, pivot tables, lookups, data validation, and model building.
• Strong analytical thinking, attention to detail, organizational capability, and sound judgment.
• Ability to clarify financial results effectively to finance and non-finance audiences alike.

Preferred Experience

• Supporting multi-site healthcare or physician practice management organizations, or private equity-backed businesses.
• Familiarity with provider compensation, medical practice economics, payor mix, clinic utilization, or healthcare revenue cycle metrics.
• Experience producing reports segmented by location, provider, market, department, or service line.
• Exposure to acquisitions, practice integrations, growth forecasting, or investment analysis.
• Working knowledge of enterprise resource planning, accounting, payroll, electronic health records, or practice management systems.

Ideal Candidate Traits

The ideal professional will demonstrate intellectual curiosity and analytical rigor, capable of investigating discrepancies in financial data and understanding their significance. The candidate should balance accuracy with responsiveness, efficiently apply technology, and develop tools that are user-friendly and insightful. A proactive approach to learning the business, asking pertinent questions, and taking ownership from analysis to communication is essential.

Success Metrics for the First Year

• Enhance consistency and relevance of monthly financial reports.
• Increase visibility into performance metrics by location, provider, department, and service line.
• Deliver reliable Power BI dashboards to support strategic decisions.
• Improve budgeting and forecasting procedures.
• Minimize manual reporting through process improvements and the responsible use of Claude AI.
• Assist leaders in interpreting financial impacts of operational choices.
• Establish trusted partnerships across the organization.
• Develop scalable, repeatable analytical methodologies supporting growth.

Compensation & Benefits

The expected base salary ranges from $80,000 to $95,000, depending on qualifications and experience. The employer offers a comprehensive benefits package including company-sponsored benefits, paid time off, and additional programs for eligible employees. Detailed benefits information will be shared during the hiring process.

Equal Opportunity Statement

The employer is committed to providing equal employment opportunities to all applicants and employees regardless of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or other legally protected characteristics. Reasonable accommodations are available to qualified individuals during application and employment.