FP&A Financial Analyst

Oliver James; New York (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive paid leave

Comprehensive medical, dental, vision,

Retirement contributions

Wellbeing and financial resources

Tax-advantaged accounts

Tuition assistance

Development opportunities

Internal mobility programs

Job summary

Oliver James is seeking an FP&A professional to support budgeting, forecasting, financial reporting, and operational analysis for a large healthcare organisation in New York. You will consolidate data from multiple sources and provide insights to leadership to guide strategic decisions.

The role emphasizes collaboration with finance and operational teams, develops forecasting models, and supports month-end close.

Qualifications

• 2+ years of FP&A, financial analysis, accounting, or healthcare finance experience.
• Strong Excel and financial modelling skills.
• Knowledge of financial reporting, budgeting, forecasting and variance analysis.
• Ability to communicate financial information to finance and non-finance stakeholders.
• Healthcare experience is highly desirable; experience with large datasets beneficial.

Responsibilities

• Prepare and analyze monthly financial and operational reporting across multiple business areas.
• Review account reconciliations and investigate variances or unusual activity.
• Support month-end close activities, ensuring accurate financial recording and reporting.
• Develop volume, revenue, and utilisation analyses to identify trends and drivers.
• Produce forecasting models and assist with budgeting exercises.
• Partner with operational and finance leaders to improve financial performance and efficiency.
• Prepare recurring management reports covering key metrics, receivables, and budget-to-actual.
• Assist with financial planning for new initiatives and service offerings.
• Research accounting issues and provide recommendations where appropriate.
• Maintain documentation of departmental processes and reporting procedures.
• Serve as a finance business partner to internal stakeholders and external service providers.
• Support annual audits and ad hoc financial projects.
• Provide analytical support to senior finance leadership as required.
• Monitor membership and eligibility data to support revenue recognition and billing activities.
• Review premium billing activity and ensure correct reflection within financial systems.
• Assist in maintaining compliance with healthcare reimbursement and government programme requirements.
• Support reconciliation of membership, billing, and payment information.
• Participate in special projects and process improvement initiatives.

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Data analysis

SQL

Excel

Healthcare finance

Education

Bachelor's degree in Finance, Accounting, Business, Healthcare Administration, Economics, or related discipline

Tools

Snowflake

SQL Server

Job description

Position Summary

This role supports the financial management and planning activities of a large healthcare organisation. The successful candidate will assist with budgeting, forecasting, financial reporting, and operational analysis, helping leadership understand performance trends and key business metrics. The position requires working across multiple data sources to produce insights that support strategic and day-to-day decision-making.

Key Benefits

• Competitive paid leave package alongside company-recognised holidays
• Comprehensive medical, dental, vision, life and disability coverage
• Retirement savings plan with employer contributions
• Employee wellbeing and financial support resources
• Tax-advantaged healthcare and dependent care spending accounts
• Tuition assistance for approved educational programmes
• Ongoing development opportunities and career progression pathways
• Internal mobility programmes and continued learning support

Core Responsibilities

• Prepare and analyse monthly financial and operational reporting across multiple business areas.
• Review account reconciliations and investigate variances or unusual activity.
• Support month-end close activities, ensuring financial information is accurately recorded and reported.
• Develop volume, revenue, and utilisation analyses to identify trends and performance drivers.
• Produce forecasting models and assist with budgeting exercises.
• Partner with operational and finance leaders to improve financial performance and efficiency.
• Prepare recurring management reports covering key business metrics, receivables, and budget-to-actual performance.
• Assist with financial planning for new initiatives and service offerings.
• Research accounting and financial issues, providing recommendations where appropriate.
• Maintain documentation of departmental processes and reporting procedures.
• Serve as a finance business partner to internal stakeholders and external service providers.
• Support annual audit requests and ad hoc financial projects.
• Provide analytical support to senior finance leadership as required.

Additional Responsibilities (Healthcare / Premium Revenue Environments)

• Monitor membership and eligibility data to support accurate revenue recognition and billing activities.
• Review premium billing activity and ensure transactions are reflected correctly within financial systems.
• Assist in maintaining compliance with healthcare reimbursement and government programme requirements.
• Support reconciliation of membership, billing, and payment information.
• Participate in special projects and process improvement initiatives.

Candidate Profile

Education

• Bachelor’s degree in Finance, Accounting, Business, Healthcare Administration, Economics, or a related discipline.

Experience

• Approximately 2+ years of experience in FP&A, financial analysis, accounting, or healthcare finance.
• Strong proficiency in Microsoft Excel and financial modelling.
• Understanding of financial reporting, budgeting, forecasting, and variance analysis.
• Ability to communicate financial information effectively to both finance and non-finance stakeholders.
• Previous experience within healthcare, health plans, managed care, provider organisations, or related environments is highly desirable.
• Experience working with large datasets and SQL-based tools, such as Snowflake, SQL Server, or similar platforms, would be advantageous.