Lead FP&A Analyst

Socket.dev; United States; On-site; USD 117,360 - 143,440; Full time

Benefits offered by this job

401K match

Healthcare benefits

Paid parental leave

Stock purchase program

Flexible time off

Job summary

Amwell, a leading healthcare technology company, seeks a Lead FP&A Analyst to drive consolidation, forecasting, and reporting for strategic Board-level decisions.

You will manage monthly and quarterly planning cycles, optimize ERP systems, and partner with Accounting to ensure data integrity. This role blends financial rigor with tech-driven process improvements in a rapid, high-visibility environment.

Qualifications

• 6+ years of FP&A, corporate finance, or related experience, ideally at a publicly traded company.
• Demonstrated experience with consolidation reporting and Board / Audit Committee reporting.
• Strong revenue forecasting and financial modeling background.
• Advanced proficiency in Excel (complex modeling, large datasets) and PowerPoint (executive-level presentations).
• Systems-savvy with the ability to learn and optimize planning and ERP platforms; experience with Workday Adaptive Planning and/or NetSuite a strong plus.
• Business acumen with the ability to multitask, prioritize, and move quickly with limited direction while maintaining accuracy on executive-facing deliverables.
• Excellent communication skills, translating technical detail into plain-language insight for varied audiences.

Responsibilities

• Lead and own consolidation and management reporting for Board and executive presentations.
• Partner with Accounting and External Reporting to ensure accurate consolidated results across internal and external materials.
• Translate complex financial data into concise narratives for senior leadership and the Board.
• Lead revenue forecasting process and model refinement with stakeholders.
• Own recurring forecast cycles (monthly, quarterly) and identify risks and opportunities.
• Support the quarterly close with tie-outs between planning and accounting systems.
• Administer Adaptive Planning and related ERP systems; build and improve financial models and reporting processes.
• Drive automation to streamline recurring reporting and close-cycle workflows.
• Collaborate across Accounting, Systems, and business teams to ensure data integrity.

Skills

FP&A leadership

Consolidation reporting

Revenue forecasting

Excel

PowerPoint

Workday Adaptive Planning

NetSuite

VBA

Python

SQL

Power BI

Tools

Excel

PowerPoint

Workday Adaptive Planning

NetSuite

VBA

Python

SQL

Power BI

Job description

Company Description

At Amwell, we’re transforming healthcare for all—powered by technology and inspired by people. Here, your ideas don’t just matter—they drive real change, improving lives on a global scale.

We marry technology and innovation with clinical excellence to provide trusted solutions that solve the healthcare industry’s biggest pain points and are on a mission to enable greater access to more convenient, affordable, and effective care.

We do this through our technology-enabled care platform that is designed to help our clients achieve their digital care ambitions – today and in the future. We offer programs spanning the full care continuum, including urgent, acute and specialty care, behavioral health, and services for the treatment of chronic conditions such as heart and cardiometabolic diseases. Programs are powered by Amwell as well as our growing partner network.

For almost two decades, Amwell has proudly served some of the largest and most sophisticated healthcare organizations in the U.S. and worldwide. Our team is passionate about technology’s role in transforming care delivery and making it more equitable, accessible, efficient, cost-effective and navigable for all.

Brief Overview

We're seeking a Lead FP&A Analyst to serve as a central figure in our financial planning, reporting, and Adaptive system administrations. This is a high-visibility role supporting consolidation, executive and Board-level reporting, and revenue forecasting for a publicly traded company. Our team is made up of agile, business-minded multi-taskers who move quickly and take ownership. The ideal candidate is systems-savvy and thrives in a fast-paced environment where priorities shift and sound judgment matters — especially on numbers that reach the Board

Core Responsibilities

Consolidation & Reporting

• Lead and own the preparation of consolidation and management reporting, including Board of Directors, Audit Committee, and executive presentation packages, ensuring accuracy, clarity, and executive-readiness.
• Partner with Accounting and External Reporting to ensure consolidated results are accurate and consistent across everything presented internally and externally, aligned to the quarterly close and filing cadence.
• Translate complex financial data into concise, decision-ready narratives and presentations for senior leadership and the Board.

Forecasting & Analysis

• Lead the revenue forecasting process and variance analysis, partnering with business stakeholders to build and refine models that inform strategic decisions.
• Own recurring forecast cycles (monthly pacing, quarterly forecasts), identifying risks and opportunities and recommending corrective action.
• Support the quarterly close process, including tie-outs between planning and accounting systems.

Systems & Automation

• Administer Adaptive Planning, including models, dimensions, versions, and security roles; build, maintain, and improve financial models and reporting processes across planning and ERP systems such as Workday Adaptive Planning and NetSuite.
• Drive automation and systems improvements, identifying opportunities to streamline recurring reporting and close-cycle workflows.
• Partner cross-functionally with Accounting, Systems, and business teams to ensure data integrity and alignment.

Qualifications

• 6+ years of FP&A, corporate finance, or related experience, ideally at a publicly traded company.
• Demonstrated experience with consolidation reporting and Board / Audit Committee reporting.
• Strong revenue forecasting and financial modeling background.
• Advanced proficiency in Excel (complex modeling, large datasets) and PowerPoint (executive-level presentations).
• Systems-savvy with the ability to learn and optimize planning and ERP platforms; experience with Workday Adaptive Planning and/or NetSuite a strong plus.
• Business acumen with the ability to multitask, prioritize, and move quickly with limited direction while maintaining accuracy on executive-facing deliverables.
• Excellent communication skills, translating technical detail into plain-language insight for varied audiences.

Preferred Qualifications

• Experience in a SaaS, healthcare, or telehealth environment.
• Familiarity with automation tools (VBA, Python, SQL, Power BI) and AI-enabled workflows.
• Track record of process improvement and cross-system integration.

Do Well. Live Well. At Amwell.

Driven by our mission and values, we foster a workplace where Delivering Awesome, being Customer First and operating as One Team aren’t just aspirations – they are how we work, every day.

Our people are our greatest asset. We strive to empower their growth and development not only as Amwellians but as individuals, through generous total rewards packages, a virtual-first work environment, work-life flexibility, including Summer Fridays and designated Mental Health Days, as well as opportunities to stretch and learn – to name a few. It’s our people who truly differentiate us. Ask anyone and they’ll tell you – you’ll never work with more passionate, more driven and more caring team members.

We champion a culture of respect and inclusion, accountability and integrity, innovation and collaboration. At Amwell, you’ll do the most meaningful work of your career—improving healthcare for millions, growing alongside incredible teammates, and being valued for who you are.

Benefits

• Flexible Personal Time Off (Vacation time)
• 401K match
• Competitive healthcare, dental and vision insurance plans
• Paid Parental Leave (Maternity and Paternity leave)
• Employee Stock Purchase Program
• Free access to Amwell’s Telehealth Services, SilverCloud and The Clinic by Cleveland Clinic’s second opinion program
• Free Subscription to the Calm App
• Tuition Assistance Program
• Pet Insurance

Salaried, Exempt Roles

The typical base salary range for this position is $117,360 - $143,440. The actual salary offer will ultimately depend on multiple factors including, but not limited to, knowledge, skills, relevant education, experience, complexity or specialization of talent, and other objective factors. In addition to base salary, this role may be eligible for an annual bonus based on a combination of company performance and employee performance. Long-term incentive and short-term variable compensation may be offered as part of the compensation package dependent on the role. Some roles may be commission based, in which case the total compensation will be based on a commission, and the above range may not be an accurate representation of total compensation.

Further, the above range is subject to change based on market demands and operational needs and does not constitute a promise of a particular wage or a guarantee of employment. Your recruiter can share more during the hiring process about the specific salary range based on the above factors listed.