Senior Analyst, Financial Planning & Analysis

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

Benefits offered by this job

Retirement benefits

Health benefits

Paid time off

Parental leave

Life and accidental insurance

Job summary

Strata Decision Technology, LLC in Chicago, IL is seeking a Senior Analyst for our FP&A team to drive accurate expense planning, budgeting, forecasting, and performance analysis. You will partner with finance leaders to translate activity into insights that guide growth and cost discipline.

You'll build models, prepare variance analyses, and support resource allocation across software, infrastructure, and operations, ensuring data accuracy and scalable processes.

Qualifications

• 3+ years in finance, FP&A, or accounting with expense planning focus.
• Experience with forecast variance, cost-center reporting, and KPI tracking.
• Bachelor's in Finance/Accounting/Economics; MBA/CPA is a plus.

Responsibilities

• Maintain and enhance expense forecasting, budgeting, and long-range planning.
• Prepare monthly and quarterly expense reporting with variance analysis.
• Partner with leaders to develop spending forecasts and cost visibility.
• Analyze software, infrastructure, commissions, marketing, travel expenses.
• Build scenarios and business cases for spending tradeoffs.
• Improve recurring reporting through templates, automation, and systems.
• Collaborate with Accounting, People, Technology to ensure data accuracy.

Skills

Expense forecasting

Budgeting

Variance analysis

Financial modeling

Advanced Excel

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CPA is a plus

Tools

NetSuite

Adaptive Insights

Job description

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 get better every day.
• We are humble.