FP&A Business Partner and Analyst

Transformcap; Massachusetts; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Paid holidays

Vacation time from day one

Medical, dental, vision insurance

HSA and FSA

401k with company match

Hybrid schedule – in Burlington office

Job summary

Transformcap is seeking an FP&A Business Partner and Analyst to join the finance team. This role supports budgeting, forecasting, monthly close, and reporting, reporting to the Manager of FP&A.

Candidates should have a Bachelor’s in Accounting or Finance and 2–3 years of experience, with strong Excel skills and a solid foundation in U.S. GAAP. The position offers remote work with a mandatory in-person day in Burlington, MA.

Qualifications

• Bachelor’s degree in Accounting, Finance or related field.
• 2–3 years of applicable experience.
• Solid foundation in U.S. GAAP and financial modeling.
• Experience with ERP and budgeting or BI systems is a plus.

Responsibilities

• Coordinate and prepare annual budgets and quarterly/monthly forecasts with functional teams.
• Analyze budget, forecast and results variances and explain changes.
• Prepare monthly analyses and reports for management and leadership.
• Support financial analysis projects and process improvements.

Skills

Excel proficiency

Interpersonal skills

Communication skills

Team collaboration

Financial analysis

Education

Bachelor's in Accounting or Finance

CPA or MBA (plus)

Tools

ERP systems

BI / budgeting tools

Job description

FP&A Business Partner and Analyst

Location : Name Linked Massachusetts - Remote

ID 2026-7069

Job Locations US-MA-Remote

Category Finance

Type Regular Full-Time

Work Arrangement Remote

Overview

The FP&A Business Partner and Analyst will serve a crucial role in the financial planning, analysis, and reporting team, reporting to the Manager of FP&A.

Responsibilities

You’re Excited About This Opportunity Because You Will…

Budgeting and Forecasting:

• Assist in coordinating and preparing annual budgets, and quarterly and monthly financial statement forecasts by partnering with functional teams and leadership on drivers and assumptions.
• Analyze budget, forecast and results flux variances and provide explanations for changes.
• Collaborate with the finance and other analytics teams to share best practices and identify areas for simplification.

Process Improvement and Projects:

• Participate in various finance-led process improvement activities and special projects.
• Responsible for supporting the preparation, coordination, and documentation of financial analysis projects such as financial performance, and investment rate of return; provides analysis for forward-looking financial and business-related projects.

Monthly Close and Reporting:

• Prepare monthly analyses and explanations on key financial statement accounts.
• Prepare periodic and ad hoc analysis and reports on key statistics informing business intelligence.
• Present financial reports to functional management and leadership with a thorough review of results and budget/forecast drivers.

Qualifications

We’re Excited About You Because…

• Bachelor’s degree in Accounting, Finance or related field of study.
• Advanced degree, CPA or MBA a plus.
• 2-3 years of applicable experience.
• Excellent interpersonal and communication skills.
• Able to move seamlessly between financial planning and analysis to partnering with functional teams.
• Excellent Microsoft Excel skills.
• Great work ethic.
• A solid foundation in U.S. GAAP, financial modeling skills, and general business acumen is required. Experience working with ERP and planning and budgeting or business intelligence systems is a plus.

You will aspire to these core values:

• Self-starter: Takes the initiative to deliver solutions without direction.
• Positive presence: Brings a contagious positive energy and leaves a positive impression on others.
• Determined: Manages and overcomes obstacles as a regular course of business.
• Results oriented: Owns and is fully accountable for achieving agreed upon results.
• Committed to learning and development: Seeks to learn, grow, and develop continuously.
• Self-aware: Understands individual impact on others.
• Integrity: Makes every effort to deliver on commitments, is truthful and honest, and treats others with respect.
• Team player: Collaborates and communicates well with internal and external business partners.

What would knock our socks off:

• Understanding of value-based healthcare models.

Other Important Aspects

• This position is an individual contributor and does not manage people.
• While this role is primarily remote, there is a 1-day a week in-person requirement in home office location of Burlington, MA (every Monday).

Some Benefits we think you will like:

• Paid holidays and vacation time that starts on day one.
• Paid time off for all Groups employees to rest and recharge.
• Medical, dental, and vision insurance for your whole family, plus HSA and FSA.
• Refunds for career training, certifications, license fees, and STAR LRP.
• 401k plan with a 3% match after 90 days – ROTH option available.
• Flexibility with a hybrid schedule - in Burlington office every Monday.