Financial Planning Analyst

USHP; Rockville (MD); Remote; USD 90,000 - 130,000; Full time

Job summary

US Health Partners is seeking an FP&A Analyst to contribute to budgeting, forecasting, and financial reporting. This role builds and maintains financial models, tracks performance against budget, and delivers insights for leadership decisions in a physician-led healthcare environment.

You will partner with department leaders, consolidate inputs, develop schedules and dashboards, and support revenue recognition and close processes. The position offers growth within a growing healthcare company.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3–5 years FP&A, financial analysis, accounting, or related role; healthcare or multi-site experience is a plus.
• Strong Excel skills; experience with ERP systems (SAP, Oracle, NetSuite) a plus.
• Strong analytical skills with the ability to turn large data sets into clear insights.
• Confident written and verbal communication; able to present to non-financial stakeholders.
• Detail-oriented with the ability to manage multiple priorities and deadlines.
• Strong business acumen and ability to build cross-functional relationships.
• Experience with BI tools (Power BI, Tableau) is a plus.

Responsibilities

• Lead components of annual budget and periodic forecasts with department leaders.
• Consolidate inputs from cross-functional teams; ensure accuracy and alignment with goals.
• Track actuals vs budget/forecast; explain variances and provide recommendations.

Skills

Financial modeling

Forecasting

Budgeting

Excel

ERP experience

Analytical skills

Communication

Detail-oriented

BI tools

Cross-functional partnering

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

SAP

Oracle

NetSuite

Job description

Location

Remote

Travel Required

Less than 5%

Who we are:

US Health Partners (“USHP”) seeks to redefine high-quality specialty care in the United States and establish a high-performing, technology-enabled care delivery platform. USHP is partnering with the country's leading physicians to build a comprehensive, out-patient focused specialty care network targeting the nation's cardiovascular concerns. Our physician-led organization is passionate about supporting exceptional care and enriching the lives of patients across the United States. We envision the opportunity to create a scaled, cutting-edge, technology-enabled healthcare services platform that leverages a value-based delivery model.

Position Summary:

The FP&A Analyst is an experienced contributor to the finance team, playing a key role in the company's budgeting, forecasting, and financial reporting processes. This role independently builds and maintains financial models, monitors performance against budget, and delivers polished reporting and analysis that inform leadership decision-making. This is a strong opportunity for an experienced finance professional to deepen their FP&A expertise and take on greater ownership within a growing, physician-led healthcare organization.

Responsibilities may include:

Budgeting and Forecasting:

• -Lead the preparation of components of the annual budget and periodic financial forecasts, working directly with department and business unit leaders.
• -Consolidate and validate inputs from cross-functional departments, ensuring accuracy and alignment with corporate goals.
• -Track actual performance against budget and forecast, identify variances, and develop clear explanations and recommendations for leadership.

Financial Reporting and Analysis:

• -Prepare monthly, quarterly, and annual financial reports, including income statements, balance sheets, and cash flow statements.
• -Independently conduct financial analysis to identify trends, variances, and opportunities for improvement, and translate findings into actionable insights.
• -Build and maintain supporting schedules, dashboards, and executive-ready summaries for leadership review.
• -Prepare revenue recognition reports as part of the close process, ensuring accurate accruals, cutoffs, and reconciliations across all practices.

Business Partnering:

• -Serve as a day-to-day finance partner to assigned business units, providing financial insights and guidance to support decision-making.
• -Proactively respond to data requests from business units and anticipate follow-on questions from leadership.
• -Lead scenario analysis and ad hoc financial calculations to support business decisions and investment discussions.

Process Improvement:

• -Identify and lead opportunities to streamline financial models, reports, and recurring processes.
• -Maintain data integrity and consistency across financial systems and reporting tools, and recommend improvements where gaps are identified.
• -Document and continuously improve FP&A processes and procedures, and help train junior team members on best practices.

Ad-hoc Analysis:

• -Lead ad-hoc financial analysis and reporting as requested by the FP&A team or senior management.
• -Provide analytical support for special projects, business initiatives, and cross-functional strategic efforts as needed.

Minimum Qualifications:

Education:

Bachelor's degree in Finance, Accounting, Economics, or a related field.

Experience:

• -3–5 years of experience in FP&A, financial analysis, accounting, or a related role; healthcare or multi-site company experience is a plus.
• -Solid understanding of financial modeling, forecasting, and budgeting techniques, with demonstrated ability to work independently.
• -Strong proficiency with Excel; experience with financial planning tools or ERP systems (e.g., SAP, Oracle, NetSuite) is a plus.
• -Strong analytical skills with the ability to synthesize large, complex data sets into clear, actionable insights.
• -Confident written and verbal communication skills, including the ability to present financial information to non-financial stakeholders.
• -Detail-oriented with a high level of accuracy and the ability to independently manage multiple priorities and deadlines.
• -Strong business acumen and the ability to build effective working relationships across cross-functional teams.
• -Experience with business intelligence (BI) tools and data visualization software (e.g., Power BI, Tableau) is a plus.

Physical Demands and Work Environment:

While performing the duties of this job, the employee is regularly required to sit, use hands and fingers to handle or feel, as well as talk and hear. The employee is regularly required to reach with hands and arms. The employee is required to stand and walk. The employee may lift and/or move up to 10 pounds.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EEO Statement:

US Health Partners is an equal opportunity employer. Employment and processes, including decisions to hire, promote, discipline, or discharge, are based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer.