Finance - Financial Planning & Analysis (FP&A) Analyst

Colonial Group; Orlando (FL); On-site; USD 70,000 - 97,000; Full time

Job summary

Christian Care Ministry seeks an FP&A Analyst to guide financial planning, analysis, and forecasting with strong data analytics. You will support leadership with budgeting, KPI reporting, and scenario planning while leveraging tools like Power BI and Tableau to deliver actionable insights.

The role emphasizes financial integrity, cross-functional collaboration, and adherence to Christian care values within a healthcare-like organization. Bachelor's degree and 5+ years FP&A experience required.

Qualifications

• Bachelor’s degree required; 5+ years FP&A experience in healthcare payer or financial services preferred.
• Strong budgeting and forecasting experience.
• Proficiency with analytics tools and data-driven decision making.

Responsibilities

• Execute the budget and forecast processes with leadership guidance.
• Consolidate annual budget and quarterly forecasts for accountability and stewardship.
• Develop budgeting tools and processes; maintain planning tools and systems migrations.
• Analyze financial performance: P&L, balance sheet, cash flow, KPIs, and variances.
• Prepare financial statements, KPI reporting, and variance explanations for leadership.

Skills

Financial Acumen

Data Modeling

Planning & Organizing

Financial Analysis

Communication

AI Analytics Tools

Education

Bachelor’s degree in Finance, Accounting, Economics, or Business Administration

Tools

Power BI

Tableau

Copilot

Claude

Datarails

Job description

Summary

The Financial Planning & Analysis (FP&A) Analyst provides financial and accounting guidance to leadership informing fiduciary responsibility, data driven decisions, and proper risk management. The FP&A Analyst will provide and deliver ongoing financial integrity, analysis, and consistency within the Finance functions of the organization. The ideal FP&A Analyst will be tech savvy with sound knowledge of accounting, finance, and budgeting with high proficiency in the use of analytics tools.

Essential Duties and Responsibilities

Financial Planning

• Execute on the budget and budget forecast processes, including providing guidance to leadership
• Consolidate annual budget and quarterly forecasts to inform accountability and stewardship measures
• Develop and maintain budgeting tools and processes
• Maintain planning tools and processes, participating in system migrations and enhancements
• Collaborate with and inform accounting and financial planning team members

Financial Analysis

• Provide analysis of financial performance (Profit & Loss, Balance Sheet, Cash Flow, Key Performance Indicators, etc.)
• Direct the preparation and analysis of cash flow forecasts and liquidity scenarios, identifying funding needs, assessing operational and strategic impacts, and delivering actionable recommendations to senior leadership
• Develop financial programs that provide quantitative and qualitative analysis of key variances and trends
• Provide support to strategic business opportunities, risks, business models, and pricing decisions; including data analysis and long-range planning for all capital expenditure
• Prepare financial statements, KPI reporting, operational reports, and variance explanations to inform financial decisions

Forecasting

• Perform scenario planning to build what-if scenarios to measure risk and test resilience of business decisions
• Collaborate with Business Analytics and department leaders to align assumptions and track shifting resource needs
• Leverage technology to enhance reporting and presentations that translate complex numerical findings into actionable business recommendations
• Create, maintain, and update financial models to simulate various business outcomes
• Track market trends and build financial models to project revenue, cash flow, and expenses
• Contribute to the exercise and expression of Christian Care Ministry’s Christian beliefs
• All other duties as assigned

Essential Skills & Abilities

• Business Acumen – ability to grasp end-to-end sales, operations, product, technical, and non-financial metrics and their impact to financial performance
• Financial Systems – proven expertise in using enterprise resource planning tools and systems
• Planning & Organizing – operate as a recognized expert to plan, organize, prioritize and oversee financial activities to efficiently meet objectives
• Financial Analysis – excellent ability to examine, interpret, and evaluate financial data to provide insights to organizations fiscal health; including the use of analytics and AI tools (such as Power BI, Tableau, Copilot, Claude, Datarails, etc.)
• Financial Accounting – ability to apply financial accounting principles, classifying, measuring and recording financial transactions
• Data Modeling – intermediate skill in collecting, analyzing, modeling, and reporting information and data flow to help make strategic decisions
• Communication – ability to communicate complex information to diverse audiences in multi-mode formats and influence others to action

Core Competencies/Demonstrable Behaviors

• Member First – exhibits full commitment to serving members and/or clients by prioritizing their needs first in alignment with our program’s purpose. This commitment is demonstrated through understanding of the program(s), provided through quality and timely service while exercising empathy in every interaction. Every CCM employee shares responsibility to steward resources faithfully, removing barriers to understanding, and creating accessible, connected, and Christ-centered experiences.
• AI Enablement – effectively leverages AI-enabled tools to improve decision-making, productivity, employee experience, and organizational outcomes while ensuring appropriate governance, data protection, ethical use, and human oversight
• Humble – demonstrates Christ-Centered humility by honoring others, accepting feedback, and prioritizing collective success over individual recognition
• Hungry – exhibits initiative, perseverance, and commitment to serving God through excellence. Demonstrates passion for personal and organizational growth while diligently advancing the mission of Christian Care Ministry
• Smart – shows relational and emotional intelligence, communicates effectively, collaborates harmoniously, and reads social cues with grace and discernment
• Financial Acumen – interpret and apply key financial indicators to make better business decisions
• Ensures Accountability – holds self and others accountable to meet commitments with a high level of ethics and integrity

Education and/or Experience

• Bachelor’s degree in Finance, Accounting, Economics, or Business Administration required; Master’s Degree strongly preferred
• 5+ years’ progressive experience in a FP&A role in a similar size or larger organization required; preferably in the healthcare payer and/or financial services industry

Supervisory Responsibilities

This job does not have supervisory responsibilities