Senior Analyst, Financial Planning & Analysis

Unlock Health; Chicago, Nashville, New York (IL, TN, NY); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health, Dental and Vision packages

Life Insurance and Disability

FSA/HSA options

401(K) with company match

Unlimited PTO

Hybrid and Remote schedules

Employee Assistance Program

Employee Referral Program

Job summary

Unlock Health is seeking an FP&A Analyst in Chicago to support planning, forecasting, reporting, and financial analysis that informs business decisions.

You'll partner with Finance and business leaders to understand performance, investigate variances, and improve reporting processes while gaining exposure to revenue and workforce planning, cost management, and profitability analysis.

Qualifications

• 1-3 years of experience in finance, accounting, analytics, or a related role; FP&A experience is preferred.
• A bachelor’s degree in Finance, Accounting, Economics, Analytics, or a related field.
• Working knowledge of financial statements, budgeting, forecasting, and variance analysis, with experience organizing and analyzing financial or operational data.
• Advanced Excel skills and proficiency in PowerPoint, with the ability to communicate financial findings clearly in writing and presentations.
• Strong attention to detail and accuracy, with the curiosity to investigate results, identify inconsistencies, and elevate issues when appropriate.
• Ability to manage multiple responsibilities, meet recurring deadlines, adapt to changing priorities, and proactively communicate progress, risks, and potential delays.
• Collaborative approach to building relationships across functions, with the ability to work independently on defined responsibilities and seek guidance when needed.
• Experience with enterprise planning or performance management systems, such as NSPB; data visualization or business intelligence tools, such as Tableau; or ERP systems, financial reporting systems, or data warehouses is a plus.
• Interest in improving processes and developing FP&A skills; interest in applying automation and AI to finance and accounting processes is a plus.

Responsibilities

• Support monthly and quarterly forecasts and annual budgeting by preparing templates, coordinating inputs, and consolidating projections.
• Review forecast submissions for completeness, clarify assumptions, and document risks and opportunities related to revenue, staffing, and spending.
• Prepare monthly financial reports and explain variances between actuals, budget, and forecast.
• Partner with Accounting to reconcile financial results and research differences between actuals and forecasts.
• Maintain headcount, compensation, benefits, vendor spending, and operating expense schedules to support planning and reporting.
• Update financial models, dashboards, and recurring management reports; assist with cost allocations and profitability analysis.
• Perform scenario modeling and ad hoc financial analysis for leadership decisions.
• Translate financial findings into commentary, presentations, and materials for business leaders and Finance leadership.
• Identify opportunities to simplify forecasting and reporting and improve data reliability.
• Support the implementation and use of planning, BI, and reporting tools, with documentation for key processes.

Skills

Forecasting

Variance analysis

Excel

PowerPoint

Financial reporting

Attention to detail

Communication

Cross-functional collaboration

Education

Bachelor's degree

Tools

Tableau

ERP systems

Data warehouses

NSPB

Job description

Who You Are

You're a curious, analytical finance professional who enjoys understanding the story behind the numbers. You bring a foundation in finance, accounting, or analytics, a careful approach to financial data, and the ability to turn analysis into clear insights. You're comfortable collaborating across teams, asking thoughtful questions, and managing recurring deadlines while continuing to build your financial planning and analysis skills.

As an FP&A Analyst, you'll support financial planning, forecasting, reporting, and analysis that help the company make informed business decisions. Reporting to the Director, Financial Planning and Analysis, you'll work closely with Finance and business stakeholders to understand performance, investigate variances, and improve reporting processes. You'll gain broad exposure to revenue and workforce planning, expense management, financial modeling, and profitability analysis while contributing to the company’s financial and operational performance.

What You’ll Do

• Support monthly and quarterly forecasts and the annual budgeting process by preparing templates, coordinating stakeholder inputs, and consolidating financial projections.
• Review forecast submissions for completeness and consistency, clarify assumptions, and document changes, risks, and opportunities related to revenue, staffing, and spending.
• Prepare monthly financial reports and compare actual results with budget, forecast, and prior periods; investigate revenue and expense variances and explain the key performance drivers.
• Partner with Accounting to reconcile financial results and research differences between actuals and forecasts.
• Maintain headcount, compensation, benefits, vendor spending, and operating expense schedules to support accurate planning and reporting.
• Update financial models, dashboards, and recurring management reports; assist with cost allocations and profitability analysis.
• Perform scenario modeling and ad hoc financial analysis to help leaders evaluate business decisions.
• Translate financial findings into clear commentary, presentations, and supporting materials for business leaders, Finance leadership, and private equity partners.
• Identify opportunities to simplify forecasting and reporting, automate recurring work, and improve the consistency and reliability of financial data.
• Support the implementation and use of planning, business intelligence, and reporting tools, and maintain documentation for key processes, reporting definitions, and financial methodologies.

What You Bring

• 1-3 of experience in finance, accounting, analytics, or a related role; FP&A experience is preferred.
• A bachelor’s degree in Finance, Accounting, Economics, Analytics, or a related field.
• Working knowledge of financial statements, budgeting, forecasting, and variance analysis, with experience organizing and analyzing financial or operational data.
• Advanced Excel skills and proficiency in PowerPoint, with the ability to communicate financial findings clearly in writing and presentations.
• Strong attention to detail and accuracy, with the curiosity to investigate results, identify inconsistencies, and elevate issues when appropriate.
• The ability to manage multiple responsibilities, meet recurring deadlines, adapt to changing priorities, and proactively communicate progress, risks, and potential delays.
• A collaborative approach to building relationships across functions, with the ability to work independently on defined responsibilities and seek guidance when needed.
• Experience with enterprise planning or performance management systems, such as NSPB; data visualization or business intelligence tools, such as Tableau; or ERP systems, financial reporting systems, or data warehouses is a plus.
• An interest in improving processes and developing your FP&A skills; interest in applying automation and AI to finance and accounting processes is a plus.

Perks and Benefits

• Health, Dental and Vision benefit packages to fit all types of lifestyles
• Life, Short- and Long-Term Disability Insurance paid 100% by the company
• FSA / HSA Options
• 401(K) with a generous company match program
• Flexible Paid Time Off (aka- unlimited)
• Hybrid and Remote work schedules available
• Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
• Employee Referral Program

About Us:

Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare - and integrated with a managed care consultancy with deep revenue strategy expertise. We brought together leading healthcare firms to solve a core challenge: aligning brand, marketing, technology, and revenue strategy so healthcare organizations can attract and retain patients, grow brand equity, and protect their margins. We help our clients do everything from patient acquisition and brand building, to simplifying complex martech ecosystems, and creating digital experiences. Our work is rooted in clarity, authenticity, and a deep understanding of what moves healthcare forward.

Equality Opportunity Employer Statement Unlock, and its affiliate companies, is an equal opportunity employer dedicated to building an inclusive and diverse workforce. We provide equal employment opportunities without regard to an applicant's race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Notice Regarding Automated Tools & AI: Unlock Health uses automated tools and AI technology to assist our Talent Acquisition team with administrative tasks, such as reviewing application materials, identifying candidate qualifications, scheduling, and summarizing interviews. These tools utilize the information you provide during the application process but are used strictly for assistance; all final employment decisions are made by human hiring managers using independent judgment.