FP&A Analyst

XceedSearch.com; Mesa (AZ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Employee assistance program

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Vision insurance

Job summary

XceedSearch.com is seeking a Financial Analyst - Financial Planning & Analysis to join our Finance team in Mesa, AZ. This role collects, analyzes, and reports financial data related to healthcare operations, revenue cycle, and payer performance, delivering forecasting, cost analysis, and benchmarking to support leadership decisions.

The candidate will bring 2–5 years of healthcare financial analysis experience, strong Excel skills, and familiarity with budgeting/forecasting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Healthcare Administration, Economics, or related field.
• 2–5 years of experience in financial analysis, preferably in a healthcare setting.
• Experience with forecasting, budgeting and compensation models.
• Advanced Excel skills with pivot tables, V-Lookup.
• Athena and QuickBooks Online experience is a plus.

Responsibilities

• Analyze revenue, expenses, AR aging, and margin reports to support strategic initiatives.
• Monitor KPIs such as Days in AR, Denial Rates, Collections, and Cost per Encounter.
• Develop and maintain financial models to forecast revenue, costs, and profitability.
• Provide monthly and quarterly financial reports and variance analysis.
• Partner with clinical, operational, and revenue cycle teams to evaluate financial impacts.
• Interpret payer contracts and reimbursement trends to support negotiations.
• Support budgeting and forecasting processes, including data gathering and risk identification.
• Assist with audits, regulatory reporting, and internal controls.
• Use Excel, Tableau, Power BI, or EHR/ERP systems for reporting and analysis.

Skills

Analytical skills

Problem solving

Communication

Financial modeling

Data visualization

Education

Bachelor’s degree

Tools

Excel

Tableau

Power BI

Athena

Epic

Cerner

Meditech

Oracle

Workday

QuickBooks

Job description

Department: Finance / Revenue Cycle / Operations

Reports To: CFO

FLSA Status: Exempt

Job Summary:

Financial Analyst - Financial Planning & Analysis is responsible for collecting, analyzing, and reporting financial data related to healthcare operations, revenue cycle, payer performance, and patient services. This role provides actionable insights and supports decision-making for leadership through accurate financial forecasting, cost analysis, and performance benchmarking.

Key Responsibilities:

• Analyze financial data including revenue, expenses, AR aging, compensation and margin reports to support strategic initiatives
• Monitor and report on key performance indicators (KPIs), such as Days in AR, Denial Rates, Collections, and Cost per Encounter
• Develop and maintain financial models to forecast revenue, costs, and profitability for service lines or departments
• Provide monthly and quarterly financial reports and variance analysis against budget and prior periods
• Partner with clinical, operational, and revenue cycle teams to evaluate financial impacts of process changes or strategic initiatives
• Interpret payer contracts and reimbursement trends to support contract negotiations and revenue optimization
• Support budgeting and forecasting processes, including gathering data, validating assumptions, and identifying risks or opportunities
• Assist with audits, regulatory reporting, and compliance with internal controls
• Use tools like Excel, Tableau, Power BI, or EHR/ERP systems (e.g., Athena, Epic, Cerner, Meditech, Oracle, or Workday) for reporting and analysis

Qualifications:

Education:

• Bachelor’s degree in Finance, Accounting, Healthcare Administration, Economics, or related field (required)

Experience:

• 2–5 years of experience in financial analysis, preferably in a healthcare setting (hospital, clinic, or health system)
• 2-5 years of experience with forecasting, budgeting and compensation models
• Experience with healthcare revenue cycle operations and payer reimbursement models is a plus
• Advanced Excel skills with pivot tables, V-Lookup experience
• Athena and QuickBooks Online experience is a plus

Skills:

• Strong analytical, problem-solving, and communication skills
• Proficient in Excel, financial modeling, and data visualization
• Familiarity with healthcare analytics, costing, benchmarking, and industry metrics
• Familiarity with accounting and financial reporting systems
• Ability to manage multiple projects and deadlines in a fast-paced environment

Preferred Knowledge Areas:

• Revenue Cycle KPIs (e.g., DNFB, A/R Aging, Collections)
• Healthcare cost accounting and compensation analytics
• Medicare/Medicaid and commercial payer reimbursement methodologies
• Value-based care models and healthcare finance trends

Job Type: Full-time

• 401(k)
• 401(k) matching
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• QuickBooks: 1 year (Preferred)
• Athenahealth: 1 year (Preferred)
• Budgeting: 1 year (Required)
• Forecasting: 2 years (Required)
• Healthcare: 2 years (Preferred)

Location:

Additional Information

All your information will be kept confidential according to EEO guidelines.

Job Location