Senior FP&A Analyst
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Overview
Job Description
Role Overview
We are seeking a Senior FP&A Analyst to join a rapidly growing healthcare technology company and play a key role in supporting financial planning, strategic decision-making, and executive reporting. Reporting directly to the SVP of Finance, this highly visible position will partner with executive leadership to drive budgeting, forecasting, financial modeling, board reporting, KPI analysis, and pricing initiatives. This individual will help build and enhance the company's FP&A capabilities while supporting continued growth and operational excellence. This is an ideal opportunity for an analytical finance professional who enjoys working in a fast-paced, high-growth environment and wants significant exposure to executive leadership.
Key Responsibilities
Financial Planning & Analysis
- Lead annual budgeting and quarterly forecasting processes
- Develop financial models and scenario analyses to support strategic initiatives
- Perform variance analysis and identify key business trends
- Support departmental planning and financial decision-making
Executive Reporting
- Prepare monthly executive reporting packages
- Develop board presentations and supporting analyses
- Create KPI dashboards and performance reporting
- Deliver meaningful financial insights to senior leadership
Business Analytics
- Perform pricing and profitability analysis
- Evaluate business performance and identify improvement opportunities
- Translate complex financial data into actionable recommendations
- Support ad hoc financial analysis for executive leadership
Process Improvement
- Help enhance FP&A reporting, forecasting, and planning processes
- Leverage AI and automation tools to improve efficiency
- Partner cross-functionally with Accounting and business leaders
- Support continued maturation of the company's finance function
Required Experience & Qualifications
- 5–10 years of progressive FP&A experience
- Strong budgeting and forecasting experience
- Financial modeling and advanced Excel skills
- Variance analysis and KPI reporting experience
- Experience preparing board-level presentations
- Bachelor's degree in Finance or Accounting
- Strong communication and presentation skills
- Ability to thrive in a fast-paced, high-growth environment
- Comfortable leveraging AI and automation tools
Preferred Qualifications
- SaaS and/or Private Equity-backed company experience preferred (not required)
- NetSuite or similar ERP experience
- MBA or other advanced degree is a plus
Why This Role
- Direct partnership with the SVP of Finance
- Highly visible role supporting executive leadership
- Opportunity to influence strategic decisions across the organization
- Join a rapidly growing healthcare technology company
- Exposure to board-level reporting and executive presentations
- Opportunity to help build and improve the FP&A function as the company continues to scale
Work Location
- This position is based onsite at 5 Research Drive, 2nd Floor, Shelton, CT 06484.
- Five days onsite preferred
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