Senior Analyst, Financial Planning & Analysis

Strata Decision Technology, LLC in; Chicago (IL); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Retirement benefits

Health and welfare benefits

Paid time off

Parental leave

Life and accident insurance

Well-being benefits

Job summary

Strata Decision Technology, LLC is seeking a Senior Analyst for the FP&A team in Chicago to help plan for the future, forecast expenses, and provide actionable financial insights. The role partners with the VP of Finance and business leaders to drive disciplined spending and scalable growth.

Responsibilities include enhancing forecasting models, preparing variance analyses, and delivering KPI tracking across cost centers, software, marketing, and travel.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3+ years in finance, FP&A, or accounting with expense planning responsibility.
• Advanced Excel and financial modeling; experience with NetSuite or Adaptive Insights.
• Ability to translate data into clear recommendations for non-finance stakeholders.

Responsibilities

• Maintain and enhance expense forecasting, budgeting, and long-range planning models.
• Prepare monthly and quarterly expense reporting with variance analysis and KPI tracking.
• Partner with department leaders to develop forecasts and improve cost visibility.
• Analyze software, infrastructure, commissions, marketing, travel, and other expense drivers.
• Build scenarios and business cases evaluating spending and investment tradeoffs.
• Improve recurring reporting and forecasting processes through templates, automation, and financial systems.
• Collaborate with Accounting, People, Technology and other teams to ensure data accuracy.

Skills

Expense forecasting

Budgeting

Variance analysis

Financial modeling

Excel proficiency

Non-finance communication

Automation/BI tools

Education

Bachelor's degree in Finance, Accounting, or Economics

MBA/CPA or related certification (a plus)

Tools

NetSuite

Adaptive Insights

Job description

Chicago, IL

How you’ll make an impact:

As a Senior Analyst on our FP&A team, you will help Strata plan for the future and make informed financial decisions so we can empower the vital missions of our customers. You will support the company’s expense planning, budgeting, forecasting, and performance analysis, partnering closely with the VP of Finance, Accounting, and business leaders. You’ll translate operating activity into clear financial insights, strengthen spending discipline, and help teams manage resources effectively while supporting scalable growth and profitability.

This isn’t just about crunching numbers—it’s about turning expense data into actionable insight for a company operating at the intersection of healthcare and technology. In this role, you will:

• Maintain and enhance expense forecasting, budgeting, and long-range planning models across departments and cost centers
• Prepare monthly and quarterly expense reporting, including budget-to-actual and forecast variance analysis, trend commentary, and KPI tracking
• Partner with department leaders to develop spending forecasts, identify risks and opportunities, and improve cost visibility and accountability
• Analyze software, infrastructure, commissions, marketing, travel, and other operating expense drivers to support resource allocation decisions
• Build scenarios and business cases that evaluate spending alternatives, cost savings initiatives, and investment tradeoffs
• Improve recurring reporting and forecasting processes through standardized templates, automation, and effective use of financial systems
• Collaborate with Accounting, People, Technology, and other functional teams to ensure expense data is complete, accurate, and aligned

What we’re looking for:

• 3+ years of progressive finance, FP&A, accounting, or related analytical experience, including meaningful responsibility for expense planning and reporting
• Strong experience with operating expense forecasting, budgeting, variance analysis, and cost-center reporting; SaaS, technology, or healthcare experience is a plus
• Advanced Excel and financial modeling skills, with proficiency in financial systems such as NetSuite, Adaptive Insights, or similar platforms
• Ability to synthesize detailed financial data, identify key drivers, and communicate clear conclusions and recommendations to non-finance stakeholders
• Strong attention to detail, sound judgment, and a track record of producing accurate, timely analysis in a fast-paced environment
• Experience using automation, business intelligence, and AI-enabled tools to improve financial reporting and planning processes
• Collaborative, proactive approach with the ability to manage multiple priorities and work independently while maintaining strong cross-functional relationships
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or other relevant certification is a plus

Estimated Salary Range: $85,000- $110,000

Actual salary will be determined based on factors including, but not limited to, skill set and level of experience. This salary range is a good faith estimate of base pay. Strata also provides discretionary variable pay programs based on role. In addition, Strata provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, parental leave, life and accident insurance, and other voluntary and well-being benefits.

Find out more about Strata benefits here .

How we work:

Our preferred location for open roles is Chicago, IL. We value in‑person connection and regularly host on‑campus events to create meaningful opportunities for our team to build relationships and collaborate

Here @ Strata…

Our culture is driven by our people solving problems together. We embrace learning, collaboration, and continuous career growth. Together, we lift our customers, our products, our company, and our community.

We believe that each of our team member’s unique perspectives and experiences is what drives innovation and positive change. Our individual differences are what make us a more forward-thinking organization. We foster a culture of inclusion, equity and belonging, regardless of race, religion, disability, sex, sexual orientation, gender identity or national origin.

Our Core Values:

• We connect with positive intent.
• We are helpful.
• We own it.
• We are humble.

Chicago Campus: Aon Center, 200 E Randolph Street, Chicago, IL 60601

This role is based out of Strata’s Chicago campus.

This is a hybrid role, mandating two days per week at our Chicago campus.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Strata Decision Technology’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.