FP&A Analyst: Growth & Forecasting with Unlimited PTO

Cornerstone Caregiving; Waco (TX); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Unlimited PTO

Job summary

Cornerstone Caregiving is seeking an FP&A Analyst to support budgeting, forecasting, long-range planning, and financial reporting. You will work with department leaders to translate operations into forward-looking financial expectations and maintain robust financial models.

Reporting to the Director of FP&A, you will analyze performance, prepare variance analyses, and provide insights to leadership. This role offers exposure to multi-location operations and rapid growth in a healthcare-focused

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 0-3 years of experience in financial planning & analysis, accounting, or a related finance role.
• Strong proficiency in Microsoft Excel, including financial modeling and complex formulas.
• Working knowledge of budgeting, forecasting, and variance analysis concepts.
• Strong analytical and quantitative skills with high attention to detail.
• Ability to work with large, multi-location datasets and reconcile discrepancies.
• Strong written and verbal communication skills, including presenting analysis to non-finance stakeholders.
• Ability to manage multiple deadlines in a fast-paced, high-growth environment.
• Ability to handle confidential and sensitive financial information responsibly.

Responsibilities

• Support the annual budgeting process, including preparation and consolidation of department and company-wide budgets.
• Assist with monthly forecast updates across revenue, labor, operating expenses, EBITDA, and cash flow.
• Maintain and update financial models used for monthly forecasts, annual budgets, and 3-5 year financial plans.
• Help incorporate Strategic Finance’s approved de novo economic model and assumptions into the annual budget, monthly forecast, and 3-5 year plan.
• Work with department leaders to collect, validate, and update financial and operational assumptions.
• Support development and maintenance of driver-based forecasting models that connect operational activity to financial performance.
• Maintain standardized planning templates, assumptions, and supporting schedules.
• Analyze actual results against budget, forecast, and prior periods to identify key drivers of performance.
• Prepare monthly variance analysis and provide clear explanations of significant changes in financial results.
• Track forecast accuracy and analyze areas where actual performance differs from prior expectations.
• Monitor key financial and operational metrics that influence revenue, labor, contribution margin, EBITDA, and cash flow.
• Identify trends, risks, and opportunities through financial and operational analysis.
• Develop recurring reporting and analysis for Finance and executive leadership.
• Support department leaders throughout the budgeting and forecasting process.
• Analyze departmental spending, headcount, and other key cost drivers.
• Assist department leaders in understanding performance against budget and forecast.
• Help evaluate financial implications of hiring decisions, operating investments, and other departmental initiatives.
• Maintain accountability and visibility into departmental financial performance.
• Build scenario and sensitivity analyses around growth, pricing, labor, margins, expenses, and other key business drivers.
• Support growth modeling, including the financial impact of organic growth and new locations.
• Perform ad hoc financial analysis to support management and strategic decision-making.
• Assist in preparing financial analyses and materials for executive, Board, and sponsor presentations, incorporating growth and de novo content supplied by Strategic Finance.
• Help improve budgeting, forecasting, and reporting processes to increase speed, accuracy, and consistency.
• Maintain standardized financial models, templates, and planning methodologies.
• Partner with BI & Analytics to improve data availability, reporting automation, and consistency of financial and operational metrics.
• Identify opportunities to automate manual reporting and forecasting processes.
• Assist with validation and reconciliation of data used throughout the FP&A process.
• Coordinate with the Strategic Finance Analyst so growth and de novo assumptions flow cleanly into the budget and forecast without duplicated work.

Skills

Financial analysis

Forecasting

Excel

Communication

Attention to detail

Time management

Education

Bachelor’s degree in Finance

Tools

NetSuite

Adaptive Insights

Anaplan

Power BI

Tableau

Job description

Cornerstone Caregiving is seeking an FP&A Analyst to support budgeting, forecasting, long-range planning, and financial reporting. You will work with department leaders to translate operations into forward-looking financial expectations and maintain robust financial models.

Reporting to the Director of FP&A, you will analyze performance, prepare variance analyses, and provide insights to leadership. This role offers exposure to multi-location operations and rapid growth in a healthcare-focused