Senior FP&A Analyst (Remote - US)
Nextech Systems
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Financial Planning & Analysis: Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
- Own and maintain assigned areas of financial models such as select revenue streams, COGS, operating expenses, or workforce management and related operational metrics.
- Analyze financial performance, identify trends, and provide actionable insights to senior management.
- Conduct variance analysis and identify key drivers impacting financial results.
- Conduct financial modeling, financial analysis and valuation support for acquisitions, partnerships, new product development, pricing, long-term contracts and other ad-hoc financial projects
- Prepare monthly, quarterly, and annual financial reports and presentations for executive, board, and private equity investor audiences.
- Continually increase knowledge of and utilization of features of the financial modeling and reporting software.
- Carry out additional duties as assigned based on business need.
- Collaboration across units: Collaborate with business units to understand their financial needs and provide analytical and strategic support.
- Reflect current insights and expected trends into rolling financial forecast models.
- Support decision-making processes by providing financial analysis and insights including budget compliance
- Facilitate cross-functional meetings to increase understanding of business impacts, accounting and reporting for business decisions made by department leaders.
- Data Analysis & Tools: Utilize data tools such as Power Query and Power BI to efficiently transform and analyze data
- Ensure data accuracy and integrity in all financial analyses and reporting.
- Seek solutions to improving financial close, forecasting, and data analysis processes by introducing tools and automating manual or repeatable work.
- Collaborate with business intelligence colleagues on user requirements to support assigned business units’ financial and operational objectives.
Requirements
- 3-5+ years of experience in an FP&A or corporate accounting setting in an analytical/reporting role.
- Experience working with corporate budgeting processes and detailed financial models
- Advanced MS Excel and PowerPoint skills
- Demonstrated experience in utilizing data and analytical tools (Power Query, Power BI, Alteryx, etc.) to improve manual or Excel-based work
- Continuous improvement mindset including solution seeking and personal skills development
- Excellent customer relations skills and ability to communicate effectively with internal customers and stakeholders
- Ability to work cross functionally and build trusted relationships throughout the company
- Extremely organized with the ability to prioritize activities, manage timelines, and effectively deliver results within a fast-paced environment
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field
- MBA or relevant graduate degree preferred
- Experience working with private equity stakeholders
- Healthcare IT, SaaS technology or healthcare services industry experience preferred
- NetSuite and Salesforce experience preferred
- Experience working with enterprise planning software preferred (Adaptive, Planful, Anaplan, Pigment, etc.)