AI-Driven FP&A Analyst: Financial Planning & Insights

Dematic; Atlanta (GA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Hybrid work arrangement

Health benefits

Job summary

IntraHealth Group is seeking an FP&A Analyst to support executive decision-making through financial reporting, forecasting, budgeting and analytics. The role partners with Finance, Operations and IT to drive growth and cadence with leadership.

You’ll develop financial reports, support forecasting models, and analyze performance across the organization and affiliated entities, leveraging BI dashboards and data mappings.

Qualifications

• Bachelor's degree in finance, accounting, economics, business or related field.
• Master's degree or MBA preferred.
• 2–5 years in FP&A, financial reporting, BI, or related finance roles (healthcare experience preferred).
• Advanced Excel skills for financial modeling and data analysis.
• Experience with NetSuite, Power BI, Tableau, Epic or similar systems.

Responsibilities

• Prepare and distribute monthly, quarterly, annual, and ad hoc financial reports.
• Develop and maintain forecasting models for income statements, balance sheets and cash flow.
• Analyze financial and operational data from multiple systems to identify trends.
• Create reporting packages and presentations for leadership and operational meetings.
• Support budgeting, forecasting, strategic planning, and decision-support initiatives.
• Develop BI reports, dashboards, and performance metrics.
• Collaborate with Finance, Operations and IT to ensure data integrity.
• Monitor KPIs and analyze variances from budgeted results.

Skills

Advanced Excel

Financial analysis

Data interpretation

Communication

Presentation

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Master's degree or MBA preferred

Tools

NetSuite

Power BI

Tableau

Epic

Budgeting software

Job description

Financial Planning & Analysis (Fpa) Analyst IntraHealth Group is seeking a highly analytical and detail-oriented Financial Planning & Analysis (FP&A) Analyst to support executive decision-making through financial reporting, forecasting, budgeting, and business analytics. This role is responsible for developing financial reports, supporting budgeting and forecasting processes, analyzing operational and financial performance, and providing actionable insights across the organization and affiliated client companies. The ideal candidate combines strong financial acumen with exceptional analytical skills and has experience working with complex healthcare data. This position collaborates closely with Finance, Operations, Information Technology, and Executive Leadership to help drive business performance and strategic growth.

What You’ll Do

• Prepare and distribute monthly, quarterly, annual, and ad hoc financial reports for leadership and key stakeholders.
• Assist with the development and maintenance of forecasting models for income statements, balance sheets, and cash flow.
• Perform financial analyses and support pro forma development for physician recruitment, new service lines, and location expansions.
• Prepare reporting packages and presentations for operational meetings and executive review.
• Analyze financial, clinical, and operational data from multiple systems to identify trends and opportunities.
• Partner with operational departments and Information Technology teams to identify and resolve data integrity issues.
• Support the maintenance of financial reporting structures and data mappings to ensure reporting accuracy.
• Develop and maintain business intelligence reports, dashboards, and performance metrics.
• Assist with annual budgeting, forecasting, strategic planning, and decision-support initiatives.
• Monitor key performance indicators and provide analysis of variances between actual and budgeted results.

What We’re Looking For

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field required.
• Master's degree, MBA, or relevant professional certification preferred.
• Minimum of 2-5 years of experience in financial planning and analysis, financial reporting, business intelligence, decision support, or related finance roles. Healthcare experience preferred.
• Advanced Microsoft Excel skills required, including financial modeling and data analysis.
• Experience with reporting and business intelligence platforms such as NetSuite, Power BI, Tableau, Epic, budgeting software, or similar systems.
• Strong analytical and problem-solving skills with the ability to translate complex data into actionable business insights.
• Excellent organizational, communication, and presentation skills.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.
• High degree of professionalism, discretion, and attention to detail.

This is a hybrid role with 3 days in office. Why Join IntraHealth Group?

• Opportunity to work directly with executive leadership on strategic initiatives.
• Meaningful impact on organizational growth and financial performance.
• Exposure to healthcare operations, physician practice management, and strategic decision-making.
• Collaborative and mission-driven healthcare environment.
• Competitive compensation and comprehensive benefits package.