FP&A Analyst - Finance

Unio Health Partners, LLP; Torrance (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health Benefits

Generous PTO

Paid Holidays

401(k)

Company Discounts

Collaborative culture

Employee Recognition

Job summary

Unio Health Partners, LLP, a physician practice management platform servicing multiple locations across Southern, Central, and Northern California, seeks an FP&A Analyst - Finance to drive planning, performance analysis, and strategic financial support. The role emphasizes sophisticated modeling, variance analysis, KPI tracking, and cross-functional collaboration to shape financial direction.

The ideal candidate will have a Bachelor's in Finance/Accounting/Economics, 3+ years in FP&A, and

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field; Master's or professional certifications (e.g., CFA, CPA, CMA) a plus.
• Minimum of 3 years in FP&A or related finance/analytical role.
• Healthcare experience required (physician practice/medical group/hospital or similar).
• Healthcare sector/ Consulting/ Investment banking experience is a plus.
• Knowledge of revenue cycle management in healthcare.
• Experience preparing/analyzing P&Ls, budgets, forecasts, and variances.
• Strong written and verbal communication; ability to present to non-financial stakeholders.
• Currently living in California.

Responsibilities

• Develop and maintain sophisticated financial models to support decision-making.
• Conduct monthly and quarterly variance analyses and recommend corrective actions.
• Develop and monitor KPIs and ensure timely reporting to support business objectives.
• Lead the financial forecasting process for KPIs, revenue, expenses, and capex.
• Analyze healthcare industry trends, opportunities, and challenges, esp. revenue cycle management.
• Collaborate with cross-functional teams to provide financial insights and manage risks.

Skills

Financial Modeling

Variance Analysis

KPI Reporting

Forecasting

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

Job description

About this position

FP&A Analyst - Finance

FP&A Analyst COMPANY DESCRIPTION

Unio Health Partners (UHP) is a highly differentiated physician practice management platform with the goal of transforming care delivery across the Western United States. UHP partners with leading physician practices, creating a cohesive, quality-oriented clinical culture and facilitating best practice sharing across the platform. Our affiliated practices gain access to a broader suite of services, providing a meaningful benefit to both physicians and patients. UHP's best-in-class clinical program covers three sub-specialties (urology, gastroenterology, and radiation oncology) and offers numerous ancillary services, including pathology lab, in-office dispensing, and chronic care management. We are led by a highly accomplished management team and provide a full suite of management services to its affiliated practices. UHP is currently affiliated with 154 providers consisting of 110 physicians and 44 advanced practice providers operating out of 50 locations across Southern, Central, and Northern California.

Position Summary

The FP&A Analyst will play a crucial role in our financial planning and analysis department, providing insights and support that will help shape our strategic direction. This position requires a blend of analytical prowess, financial modeling expertise, and a deep understanding of the healthcare industry. The successful candidate will be instrumental in driving our financial planning processes, analyzing business performance, and supporting decision-making across the organization.

What you will be doing

• Financial Modeling and Analysis: Develop and maintain sophisticated financial models to support decision-making. Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against strategic plans.
• Variance Analysis: Conduct monthly and quarterly financial variance analyses, identifying trends, and making recommendations for corrective actions as needed. All other duties as assigned.
• KPI Reporting and Tracking: Develop and monitor key performance indicators (KPIs), ensuring accurate and timely reporting to support business objectives.
• Forecasting: Lead the financial forecasting process, including KPIs, revenue, and expenses, and capital expenditures, to support short-term and long-term strategic planning.
• Healthcare Industry Analysis: Utilize knowledge of the healthcare industry to analyze market trends, opportunities, and challenges, particularly in relation to revenue cycle management.
• Collaboration and Support: Work closely with cross-functional teams to provide financial insights and support on projects, identifying financial risks and opportunities.

What you will bring to the team

• Bachelor's degree in Finance, Accounting, Economics, or a related field. Master's degree or professional certifications (e.g., CFA, CPA, CMA) is a plus.
• Minimum of 3 years of experience in financial planning and analysis or related finance/Analytical role.
• Healthcare experience required (preferably within a physician practice, medical group, hospital, or other healthcare organization)
• Prefer candidates with healthcare sector, consulting, or investment banking experience.
• Knowledge of revenue cycle management in the healthcare industry.
• Experience preparing or analyzing P&Ls, budgets, forecasts, and/or financial variance analyses required
• Strong communication skills, both written and verbal, with the ability to present complex information in a clear and concise manner to non-financial stakeholders. Ability to problem-solve and be decisive with actions
• Currently living in California

What we can offer you

• Competitive Salary
• Health Benefits (Medical, Dental, Vision)
• Generous time off (start accruing on your first day - no waiting period)
• Paid Holidays
• 401(k)
• Company Discounts
• Collaborative work environment - we want our employees to have a say in how we run our office.
• Employee Recognition

Compensation is depending on a number of factors including a candidate's qualifications, skills, competencies, or experience that may fall outside of the range shown