Remote Senior FP&A Analyst - Forecasting and Partnering

Healthtech Inc; Northern (KY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Remote work

Up to 5% travel

Inclusive culture

Job summary

Senior Financial Analyst role supporting the Finance function across reporting, analysis, forecasting, budgeting and business partnering activities. The position focuses on accurate, timely finance support to help partners understand performance and drive financial priorities.

Key responsibilities include weekly reporting, month-end analysis, budgeting, forecasting, and ad hoc reporting for Finance leadership, with opportunities to automate processes and leverage AI tools where appropriate.

Qualifications

• Bachelor’s degree in accounting, finance or a related field.
• 3 to 5+ years’ experience in financial analysis, accounting, FP&A or related field.
• Strong Excel skills with structured reporting files, formulas, lookups and large data sets.
• Experience with ERP/CRM systems (Workday, Salesforce, NetSuite) is beneficial.
• Curiosity and desire to automate reporting processes, including AI where relevant.

Responsibilities

• Own weekly reporting and month-end analysis, ensuring outputs are accurate and clearly explain performance.
• Support monthly forecasting and annual budgeting with data preparation and stakeholder follow-up.
• Analyze revenue, cost, margin, utilisation, headcount, pipeline and profitability against budget/forecast.
• Prepare finance commentary, reporting packs and presentations for senior stakeholders.
• Prepare ad hoc reports for Finance leadership as requested.
• Identify opportunities to simplify, improve and automate reporting processes, including AI where appropriate.

Skills

Advanced Excel

Financial analysis

Forecasting

Attention to detail

Problem solving

Stakeholder communication

Education

Bachelor's degree in accounting, finance or related field

Tools

Workday

Salesforce

NetSuite

Power BI

Power Query

Job description

Senior Financial Analyst role supporting the Finance function across reporting, analysis, forecasting, budgeting and business partnering activities. The position focuses on accurate, timely finance support to help partners understand performance and drive financial priorities.

Key responsibilities include weekly reporting, month-end analysis, budgeting, forecasting, and ad hoc reporting for Finance leadership, with opportunities to automate processes and leverage AI tools where appropriate.