Financial Planning & Analysis Analyst

Wellpath; Franklin (TN); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

DailyPay

Tuition Assistance

Employee Assistance Program (EAP)

Company paid life insurance

Health Spending Accounts (HSA)

Wellness program

Discounted banking rates

Job summary

Wellpath in Franklin, TN seeks an FP&A Analyst to develop client-facing financial reports, maintain forecasting models, and analyze variances to support budgeting and strategic initiatives. You will collaborate with accounting and operations to improve FP&A processes and standardized reporting, while providing ad hoc analyses and supporting monthly close.

This role focuses on ensuring accurate financial insights, trend analysis, and cross-functional partnership to drive performance in a

Qualifications

• Bachelor’s degree in finance or accounting.
• 2+ years finance or equivalent experience preferred.
• Advanced experience in Excel.
• Strong analytical and communication abilities; proactive and self-motivated in a fast-paced environment.
• Costing experience in healthcare or staffing setting preferred.
• Proficiency in financial modeling preferred.

Responsibilities

• Prepare monthly external contract reporting and client billing.
• Prepare and analyze budgets, forecasts, and financial reports to support business planning.
• Develop and maintain financial models for short- and long-term initiatives.
• Analyze performance variances, trends, and cost components to identify opportunities and risks.
• Partner with cross-functional teams to streamline reporting and improve FP&A processes.
• Provide ad hoc financial analysis and support monthly close and results review activities.

Skills

Advanced Excel

Analytical thinking

Communication skills

Self-motivated

Education

Bachelor's degree in finance or accounting

Tools

Financial modeling

Job description

You Matter

• Make a difference every day in the lives of the underserved

• Join a mission driven organization with a people first culture

• Excellent career growth opportunities

Join us and find a career that supports:

• Caring for overlooked, underserved, and vulnerable patients

• Autonomy in a warm team environment

• Growth and training

Perks and Benefits

In addition to comprehensive benefits including medical, dental, vision, paid time off, and 401k, we foster a work, life balance for team members and their family to support physical, mental, and financial wellbeing including:

• DailyPay, receive your money as you earn it!

• Tuition Assistance and dependent Scholarships

• Employee Assistance Program (EAP) including free counseling and health coaching

• Company paid life insurance

• Tax free Health Spending Accounts (HSA)

• Wellness program featuring fitness memberships and product discounts

• Preferred banking partnership and discounted rates for home and auto loans

*Eligibility for perks and benefits varies based on employee type and length of service.

Why Us

Now is your moment to make a difference in the lives of the underserved.

If there is one unifying characteristic of everyone on our team, it is the deep desire to make a difference by helping society's most vulnerable and often overlooked individuals. Every day we have the distinct honor and responsibility to show up with non-judgmental compassion to provide hope and healing to those who need it most. For those whose calling it is to serve others, now is your moment to join our mission to provide quality care to every patient with compassion, collaboration, and innovation, to live our mantra to "Always Do The Right Thing!", and to collectively do our part to heal the world, one patient at a time.

Wellpath sees hundreds of thousands of unique individuals in their facilities month over month and a very large percent of those individuals receive direct clinical care, which includes lives saved by Narcan.

We offer ongoing training and development opportunities for licensed and unlicensed healthcare team members, and have best in class clinical resources for training, education, and point of care support.

How you make a difference

The FP&A Analyst develops client-facing financial reports, maintains forecasting models, and analyzes variances to identify trends and insights. This role supports budgeting, forecasting, and strategic initiatives by delivering accurate financial analysis. The analyst prepares and refines management reports, ensuring key metrics are tracked and explained. They collaborate with accounting and operations to improve FP&A processes and develop standardized reporting. Additionally, the analyst provides ad hoc financial analyses and assists with monthly close and results review activities.

Key Responsibilities

• Prepare monthly external contract reporting and client billing.

• Prepare and analyze budgets, forecasts, and financial reports to support business planning.

• Develop and maintain financial models for short- and long-term initiatives.

• Analyze performance variances, trends, and cost components to identify opportunities and risks.

• Partner with cross-functional teams to streamline reporting and improve FP&A processes.

• Provide ad hoc financial analysis and support monthly close and results review activities.

Additional Details

Due to the nature of this position, candidates should be based in the Franklin, TN area, as the role is aligned with and reports to our corporate headquarters.

Qualifications & Requirements

Education

• Bachelor’s degree in finance or accounting

Experience

• 2+ years prior finance or equivalent experience preferred

• Advanced experience in Excel

• Strong analytical and communication abilities; proactive and self-motivated in a fast-paced environment

• High degree of accuracy and precision required

• Costing experience in healthcare or staffing setting preferred

• Proficiency in financial modeling preferred

Licenses/Certifications

• None required

This position is available only to those who reside in the United States.

We are an Equal Employment Opportunity Employer

We value the contributions of team members with a broad range of experiences, skills, and perspectives and are committed to providing equal employment opportunity for all.

Deadline to apply to this position is contingent upon applicant volume. Those positions located in Colorado will have a specific deadline posted in the job description.

If you need a reasonable accommodation to participate in the application or hiring process, please contact [e-mail]

Job 26-191006

Facility TN Corp HQ Finance

Type PRN

Shift PRN