Financial Planning and Analysis Analyst
Versapay
Tableau
Senior Analyst I, Financial, Commercial Growth
NextGen Healthcare
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Senior
Tech Stack
Tableau
About the role
- Own key elements of the annual planning process and prepare/coordinate the annual plan with business partners
- Lead monthly/quarterly forecast activities and bookings modeling
- Plan and analyze commission expense, headcount tracking, and spend efficiency
- Provide strategic, operational, and financial support to Sales, Marketing and Finance leadership
- Partner closely with Sales, Marketing, Revenue Operations, and Executive leadership to integrate budgeting, forecasting, analytics, and reporting
- Steward financial planning systems and assist implementation of new business intelligence tool
- Analyze financial results and prepare monthly expense forecasts for supported departments
- Create and analyze monthly, quarterly, and annual reports ensuring accurate financial recording
- Perform financial forecasting and reconciliation of internal accounts
- Review and approve purchase requests for accuracy and consistency with procurement and accounting guidelines
- Develop integrated revenue/expense analyses, projections, reports, and presentations
- Maintain organizational headcount updates and resource allocation monthly
- Perform Treasury-related analytics, financial modeling, scenario analysis, and ad hoc analyses
- Assist in preparation of presentation packages for the board of directors
- Perform other duties supporting the overall objectives of the position
Requirements
- Bachelor's degree with major or emphasis in finance or accounting, or any combination of education and experience which would provide the required qualifications for the position
- 4+ years of experience in Financial Planning and Analysis (FP&A)
- Strong financial systems experience, particularly in SAP
- Data warehouse/business intelligence experience; familiarity with Workday Adaptive Planning, Office Connect, Tableau, PowerBI is a plus
- Demonstrated proficiency and basic understanding of Company P&L, revenue, expense, and EBITDA metrics
- Knowledge of accounting principles, forecast and budget variance analysis
- Intermediate Excel formula knowledge; comfort with pivot tables and ability to work with large data sets
- Proficiency with PowerPoint and Data Visualization/BI tools
- Strong analytical, organizational, and problem-solving skills
- Excellent communication and presentation skills
- Accuracy and attention to detail
- Ability to present financial information and models concisely and comprehensibly
- Ability to operate with some level of independence; go getter mentality; team player
- Ability to work in a fast-paced environment, prioritize workload, multi-task, and meet deadlines
- Experience preparing forecasts, reconciliations, financial models, and ad hoc analyses
- Experience with headcount tracking, commission expense planning, and budgeting
