FP&A Financial Analyst

Oliver James; New York (NY); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Paid leave

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability coverage

Retirement savings plan

Tuition assistance

Wellbeing resources

Tax-advantaged accounts

Career progression

Job summary

Oliver James Group seeks a Finance Analyst to support budgeting, forecasting, and reporting across multiple business areas in a large healthcare organisation. The role analyzes performance trends, combines data sources, and provides insights to leadership for strategic decisions and day-to-day operations.

Responsibilities include month-end close support, variance investigations, and developing forecasting models.

Qualifications

• Bachelor’s degree in a related field with 2+ years FP&A or healthcare finance experience.
• Strong proficiency in Excel and financial modelling.
• Experience with budgeting, forecasting, and variance analysis.
• Ability to communicate complex financial info to non-finance stakeholders.

Responsibilities

• Prepare and analyse monthly financial and operational reporting.
• Review reconciliations and investigate variances.
• Support month-end close activities and ensure accurate recording.
• Develop volume, revenue, and utilisation analyses to identify trends.
• Produce forecasting models and assist budgeting, collaborate with leaders.
• Provide financial insights to improve performance and efficiency.
• Prepare recurring management reports on key metrics and budgets.
• Assist with financial planning for new initiatives and services.
• Research issues and document departmental processes.

Skills

FP&A

Financial analysis

Financial modelling

Communication

Healthcare finance

Microsoft Excel

Data interpretation

Education

Bachelor's degree in Finance/Accounting/Business/Healthcare Administration/Economics

Tools

Snowflake

SQL Server

SQL

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.