AI-Driven FP&A Analyst — Forecasting & Insights

IMO Health; California (MO); On-site; USD 75,000 - 90,000; Full time

Job summary

IMO Health is seeking a Financial Analyst to join our Finance team and help evolve a modern, AI-enabled FP&A function. You’ll support forecasting, drive financial accountability, and deliver insights that guide company decisions.

Reporting to the Director of FP&A, you’ll partner with cross‑functional teams to plan, report, and analyze, contributing to process improvements, BI tooling, and efficient workflows across the organization.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 2–4 years of FP&A, Corporate Finance, Accounting, or Financial Analysis experience.

Responsibilities

• Support improvements to FP&A processes, including reporting enhancements and automation initiatives.
• Perform monthly variance analysis (actuals vs budget vs forecast) and highlight trends.
• Support annual budgeting, forecasting, and long-range planning.
• Partner with department leaders to understand drivers and provide financial insights.
• Build and maintain financial models for planning, forecasting, and decision making.
• Prepare recurring and ad hoc financial reports for leadership and stakeholders.
• Monitor KPIs and support dashboards measuring performance.
• Conduct ad hoc analyses to support evolving priorities.
• Stay informed on AI tools and technologies to improve reporting and efficiency.

Skills

Analytical thinking

Attention to detail

Communication skills

Education

Bachelor's degree in Finance

Tools

NetSuite

Solution7

Excel

Copilot

DocuSign

Job description

IMO Health is seeking a Financial Analyst to join our Finance team and help evolve a modern, AI-enabled FP&A function. You’ll support forecasting, drive financial accountability, and deliver insights that guide company decisions.

Reporting to the Director of FP&A, you’ll partner with cross‑functional teams to plan, report, and analyze, contributing to process improvements, BI tooling, and efficient workflows across the organization.