FP&A Analyst/Manager

Canopy Works; United States; Híbrido; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Canopy Works is seeking a Senior FP&A Analyst/Manager to partner with Finance leadership and cross-functional executives. You will own core financial modeling, forecasting, and analysis that informs decisions from headcount planning to board materials and long-range strategy.

This role sits close to the business to translate inputs into insights, helping leaders understand tradeoffs as Canopy scales.

Formación

• 4–7+ years of FP&A or similar analytical roles.
• Strong financial modeling skills (3-statement models, scenario, sensitivity).
• Experience supporting executive leadership and/or board-level reporting.
• Advanced Excel / Google Sheets; comfort building models from scratch.

Responsabilidades

• Own and improve the company’s operating model (revenue, costs, headcount, cash runway).
• Lead monthly and quarterly forecasting with Finance, People Ops, Sales, CX, and Product.
• Support annual budgeting and long-range planning (2–3 year outlooks).
• Build unit economics and customer profitability models in healthcare SaaS environments.

Conocimientos

Financial modeling

Advanced Excel/Sheets

Executive reporting

Cross-functional collaboration

Herramientas

Excel

Google Sheets

Descripción del empleo

Job Title: Senior FP&A Analyst/Manager

Location: Remote (U.S.) or Hybrid (preferred near key hubs)
Reports To: VP Finance
Department: Finance
Level: Senior Individual Contributor (high-ownership, high-visibility)

About Canopy

Canopy Works is a healthcare technology company focused on improving safety, responsiveness, and outcomes in complex care environments. We partner closely with health systems to deploy solutions that matter in real-world, high‑stakes settings—where reliability, trust, and execution are everything.

We’re in a phase of meaningful scale: growing customers, increasing financial complexity, and deeper board and investor engagement. That means Finance at Canopy isn’t just about reporting what happened—it’s about helping the business decide what to do next.

The Role

The Senior FP&A Analyst/Manager will be a critical thought partner to Finance leadership and cross-functional executives. This role owns core financial modeling, forecasting, and analysis that informs company‑wide decision‑making—from headcount planning and unit economics to board materials and long‑range strategy.

This is not a “spreadsheet in the corner” role. You’ll sit close to the business, translate messy inputs into clear insights, and help leaders understand tradeoffs as Canopy scales.

What You’ll Do

Financial Planning & Forecasting

• Own and continuously improve the company’s operating model, including revenue, cost structure, headcount, and cash runway.
• Lead monthly and quarterly forecasting processes in partnership with Finance, People Ops, Sales, Customer Experience, and Product.
• Support annual budgeting and long‑range planning (2–3 year outlooks), including scenario and sensitivity analyses.

Business & Strategic Analysis

• Build and maintain unit economics and customer‑level profitability models, particularly in a healthcare SaaS / deployment‑heavy environment.
• Analyze performance drivers across revenue, gross margin, deployment costs, and operating expenses.
• Partner with leaders to evaluate new initiatives , pricing changes, hiring plans, and investment tradeoffs.

Board & Executive Support

• Prepare board‑ready financial materials, including variance analysis, KPIs, and forward‑looking insights—not just numbers.
• Support leadership discussions around capital planning, fundraising readiness, and financial risks/opportunities.
• Help translate complex financial data into clear narratives for non‑finance audiences.

Cross‑Functional Partnership

• Work closely with People Ops on workforce planning, headcount approvals, and compensation cost modeling.
• Partner with Sales & Customer Experience to understand pipeline assumptions, renewals, expansions, and deployment economics.
• Collaborate with Accounting to ensure forecasts align with actuals and reporting integrity.

Systems & Process Improvement

• Improve FP&A processes, tools, and reporting as the company scales (e.g., forecasting cadence, dashboards, modeling standards).
• Help define KPIs and operating metrics that reflect how Canopy truly runs—not just what’s easiest to measure.

What We’re Looking For

Required Experience

• 4–7+ years of experience in FP&A, strategic finance, consulting, investment banking, or similar analytical roles.
• Strong financial modeling skills (3‑statement models, scenario analysis, sensitivity analysis).
• Experience supporting executive leadership and/or board‑level reporting.
• Advanced Excel / Google Sheets skills; comfort building models from scratch.

Nice to Have

• Experience in healthcare, SaaS, or hardware‑enabled SaaS environments.
• Startup or high‑growth company experience.
• Familiarity with workforce planning, unit economics, or deployment‑heavy cost models.
• Experience working with imperfect data and evolving systems.

How You Work

• You’re analytical but pragmatic—you know when precision matters and when directionally right is good enough to move.
• You’re comfortable with ambiguity and don’t wait for perfect inputs.
• You communicate clearly with non‑finance partners and don’t hide behind spreadsheets.
• You have strong ownership instincts and follow things through.