FP&A and M&A Analyst

Socket.dev; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

FreedomCare in the United States is seeking an FP& A and M&A Analyst to support financial planning, budgeting, and analysis across entities and lines of business. The role is an individual contributor responsible for building reports and providing insights.

You will collaborate with state operations, launch, and marketing teams, automate processes, and help with due diligence and integration of potential targets. A Bachelor's in finance or related field and 3+ years of experience are required.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or any quantitative field.
• 3+ years of relevant FP&A or corporate finance experience.
• Proficiency in financial modeling, forecasting, automation, and reporting.

Responsibilities

• Develop, implement, and automate weekly, monthly, and quarterly FP&A and reporting processes.
• Monitor the organization’s three statements and provide insights on improving financial efficiency.
• Collaborate to design and maintain the chart of accounts for clarity and accuracy.
• Conduct ad-hoc analysis on financial performance, highlighting trends, ratios, variances, and risks.
• Build state-specific financial forecasts with operations, launch teams, and marketing.
• Collaborate with internal departments and vendors to collect data for business analysis and projections.
• Partner with Accounting, Finance, Marketing, and Operations to align goals with plans.
• M&A due diligence and integration – evaluate target metrics and identify synergies.

Skills

Financial modeling

Forecasting

Automation

Reporting

Analytical skills

Project management

Communication

Self-directed

Education

Bachelor’s degree in Finance, Accounting, Business, Economics, or quantitative field

Tools

Tableau

Power BI

Excel

PowerPoint

Python

VBA

Job description

FreedomCare is a healthcare company that has been dedicated to revolutionizing the home care industry since 2016. We support our patients by ensuring they have the power to choose a caregiver who will care for them in the comfort of their own homes. Our mission spans coast to coast, supporting patients across the U.S.

We pride ourselves on our values which drive the level of care that we deliver to our patients:

- Here For You (An attitude of service, empathy, and availability)

- Own It (Drive and ownership)

- Do the Right Thing (High integrity)

- Be Positive (Great attitude and a can-do positive approach to challenges)

Join our team and make a positive impact on the lives of others! We are looking for a FP&A and M&A Analyst to join our team!

Position Overview

The FP&A Business Associate will support the company’s financial planning and analysis function. The role is and individual contributor responsible for building and maintaining reports for forecasting and budgeting, as well as performing financial analysis for Freedom Care’s various entities and lines of business.

Key Responsibilities

Financial Planning and Analysis (FP&A)

• Develop, implement, and automate weekly, monthly, and quarterly FP&A and reporting processes
• Monitor the organization’s three statements and provide insights on improving overall financial efficiencies
• Partner with the Accounting and Finance teams to design and maintain the chart of accounts to ensure clarity and accuracy of the three statements
• Conduct in-depth ad-hoc analysis on financial performance, highlighting key trends, financial / operational ratios, variances, and risks to support management’s business decisions
• Work closely with the state operations, internal launch teams and marketing teams to build state-specific financial forecasts that align with the organization’s growth strategies

Cross-Functional Support

• Collaborate with internal departments and our external vendors to collect and validate data to create business analysis and financial projections
• Partner closely with cross-functional teams such as Accounting, Finance, Marketing, and Operations to gather data and provide financial insights. Support business units to help align goals with operational plans and growth initiatives
• Special Projects (M&A Due Diligence and Integration) – evaluating potential target’s key financial and operational metrics; provide analysis to help achieve operational and financial synergies

Credentials

• Bachelor’s degree in Finance, Accounting, Business, Economics, or any quantitative fields

Qualifications

• 3+ years of relevant experience in finance, FP&A, or corporate finance
• Proficiency and relevant experience in financial modeling, forecasting, automation, and reporting
• The Financial Planning & Analysis Associate is a developed professional with a full understanding of the FP&A / M&A field and will possess strong business acumen as well as the following competencies:
• Financial Knowledge: Deep understanding of the three financial statements and their interrelationships; use of financial ratios; basic understanding of valuation methods
• Technical Proficiency: Proficient in MS Excel and PowerPoint is essential. Experience with data analysis, data visualization or business intelligence tools (Tableau, PowerBI), and automation (python, VBA) is highly desirable
• Leadership Reporting: Demonstrated ability to build and deliver polished materials for leadership meetings, including presentations, dashboards, and reports, translating complex financial analysis into clear takeaways
• Team Player: Demonstrated ability to work as an effective team player in a professional setting
• Analytical Skills: Ability to analyze and communicate complex financial concepts and issues
• Project Management: Ability to manage multiple projects and coordinate across departments
• Communication: Effective written and verbal communication skills for presentations and reports
• Problem-solving: Works on issues of moderate to diverse scope. Demonstrated ability to identify issues, conduct research and propose solutions. Demonstrates good judgment in selecting methods and techniques for obtaining solutions
• Self-Directed: Works independently, receives moderate to minimal guidance and direction depending on the complexity of the task

Why work at FreedomCare?

We are here for you and committed to providing a best-in-class employee experience. We offer competitive compensation, medical benefits, retirement plans, wellness programs, fun company events and ongoing learning opportunities to grow your career:

This is a place where your voice matters, where we build great relationships, and your work has meaning and a tangible positive impact on others!

At FreedomCare, we celebrate diversity and are committed to creating an inclusive environment for all employees. We are an Equal Opportunity Employer and do not discriminate based upon race, religion, color, national origin, ancestry, age, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, status as a protected veteran, status as an individual with a disability, citizenship or immigration status, or other applicable legally protected characteristics.

Compensation Range

At FreedomCare, base pay is one part of our total compensation package and is determined within a range. This provides our employees with the opportunity to professionally grow and develop within a role. The base pay range for this role is between $60,000 and $80,000 per year at the commencement of your first year of employment. Compensation decisions are dependent upon a variety of factors which may include, but are not limited to: skill set, years of relevant experience, education, location, and licensure/certifications.

$70,000 — $80,000 USD