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Senior Financial Analyst – FP&A
Vālenz® HealthSenior FP&A Analyst supporting Valenz, a healthcare platform that reduces costs and improves quality. Leading forecasting, budgeting, workforce analysis, financial modeling, and executive reporting for strategic decisions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling, valuation, and scenario planning, with a strong focus on enterprise forecasting and strategic financial analysis. Proven ability to partner with senior leaders to drive profitability and improve financial visibility through data-driven decision-making.
Highest-signal resume keywords
Financial ModelingFP&A ExperienceExcel ProficiencyFinancial Systems ExperienceAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingValuationScenario PlanningBudgetingCost AnalysisPerformance AnalysisProcess ImprovementData AnalysisForecastingInvestment Analysis
Soft Skills
Analytical SkillsIntellectual CuriosityCommunication Skills
Tools & Technologies
Adaptive InsightsNetSuitePower BITableauAI-Powered Tools
Certifications & Qualifications
MBACFA
Industry Keywords
HealthcarePrivate EquityHigh-Growth CompaniesHIPAA Compliance
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Lead enterprise headcount and compensation forecasting, including hiring plans, vacancies, salaries, benefits, incentives, recruiting costs, and other workforce-related expenses
- Own enterprise forecasting, annual budgeting, and multi-year strategic planning
- Partner with senior business leaders on revenue drivers, cost structures, profitability, and business performance
- Develop and enhance financial models for scenario planning, M&A analysis, pricing strategies, investment decisions, and capital allocation
- Prepare executive-level financial analyses and deliverables, including Board materials, investor presentations, performance dashboards, and management reporting
- Support strategic initiatives through pricing, profitability, investment, and business case analysis
- Analyze financial and operational performance, identify trends and variances, and provide actionable recommendations
- Design and implement process improvements, reporting enhancements, and automation for FP&A processes
- Partner cross-functionally to improve financial visibility, forecasting accuracy, and data-driven decision-making
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 5+ years of progressive FP&A or corporate finance experience
- Ideally, experience in a private equity-backed or high-growth healthcare company
- Expertise in financial modeling, valuation, and scenario planning
- Strong proficiency in Excel
- Experience with financial systems such as Adaptive Insights, NetSuite, Power BI, or Tableau
- Ability to translate complex financial concepts into clear insights for executive stakeholders
- Exceptional analytical skills, intellectual curiosity, and a bias for action
- Experience using AI-powered productivity and analytical tools is a plus
- MBA or CFA is a plus
- Must be US based
- Quiet, distraction-free workspace
- Reliable internet connection
- Adherence to company security protocols, including VPNs, secure passwords, and company-approved devices/software
- Ability to comply with company policies such as HIPAA
Benefits
Comp & perks- Generous compensation commensurate with experience and performance
- Competitive benefits package with generous employer subsidies
- Flexible and remote working options
- 401k with generous employer match and immediate vesting
- Personal and professional development opportunities
- Supportive family benefits, including paid leave for new family members
- Companywide philanthropic program, Valenz Communities Connection
- Necessary work equipment provided
- Generously subsidized company-sponsored Medical, Dental, and Vision insurance
- Access to services through Healthcare Blue Book and KISx Card
- HSA, FSA, and DCFSA spending account options
- Flexible working environment
- Generous Paid Time Off, including vacation, sick leave, and paid holidays
- Employee Assistance Program including professional counseling, referrals, and additional services
- Paid maternity and paternity leave
- Pet insurance
- Employee discounts on phone plans, car rentals and computers
- Community giveback opportunities, including paid time off for philanthropic endeavors