Senior Analyst, FP&A

Caremetx-LL; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

CareMetx seeks a Senior FP&A Analyst to join a private equity-backed finance team driving planning, forecasting, and strategic financial storytelling. You will build driver-based models, lead monthly management reporting, and partner with cross-functional leaders to translate activity into financial results.

You will own board-ready analyses, support annual and rolling forecasts, and continually improve processes and controls in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Minimum 4 years of progressive FP&A, corporate finance, investment banking, or transaction advisory experience.
• Proven ability to develop complex financial models and Excel tools.
• Experience with EPM platforms (Vena/Anaplan/Adaptive) and mid-market ERP.
• MBA, CPA, or CFA a plus.

Responsibilities

• Own the monthly management reporting package, including actuals vs. budget and prior forecast variance analysis with executive commentary.
• Support the annual operating plan, long-range plan, and quarterly reforecast cycles across revenue, direct labor, and operating expenses.
• Build and maintain driver-based forecasting models at the program and department level.
• Serve as the finance partner to designated department leaders; help operating owners understand their P&L.
• Prepare ad hoc analyses on client profitability, client margin, productivity, and other topics for executive decision making.
• Extract, reconcile, and analyze financial data across the EPM platform and general ledger; identify opportunities to automate workflows.
• Contribute to Board materials, lender reporting, PE partner requests, and M&A integration reporting as needed.
• Maintain rigorous documentation of assumptions, methodologies, and reconciliations to support audit readiness.
• Uphold financial policy compliance and strengthen internal controls related to planning and reporting.
• Perform other related duties as needed to support finance leadership.

Skills

Financial modeling

Advanced Excel

SQL

Power BI

Tableau

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Vena

Anaplan

Adaptive

ERP

Job description

From intake to outcomes, CareMetx is dedicated to delivering industry-leading patient access solutions and support services that help patients quickly start and stay on specialty therapy treatments. We provide scalable, efficient digital hub services for pharmaceutical companies and healthcare providers, streamlining workflows with seamless integration for patient enrollment, consent, and prior authorization. Our best-in-class patient support services enhance every step of care, connecting patients, providers, and brands to drive better outcomes and accelerate time-to-therapy.

Job Title:

Senior Analyst, FP&A

POSITION SUMMARY:

Under the general supervision of finance leadership, the Senior Analyst, FP&A is a high-impact, high-visibility role within a fast-paced, private equity-backed Healthcare Services organization. This individual will be a core member of a lean corporate FP&A team, owning recurring management reporting, supporting the annual operating plan and rolling forecast cycles, and partnering with business leaders across the organization to translate operating activity into financial results. The Senior Analyst will build and maintain driver-based financial models, deliver variance analysis and commentary that executives use, and contribute directly to Board, lender, and private equity partner deliverables. Success in this role requires strong analytical rigor, strong communication and presentation skills, the ability to operate with urgency across competing priorities, and comfort navigating the dynamic environment typical of PE-backed growth and value-creation initiatives.

PRIMARY DUTIES AND RESPONSIBILITIES:

• Own preparation of the monthly management reporting package, including actuals vs. budget and prior forecast variance analysis with clear written commentary suitable for executive audiences.
• Support the annual operating plan, long-range plan, and quarterly reforecast cycles across revenue, direct labor, and operating expenses, coordinating inputs from department leaders and consolidating into the enterprise view.
• Build and maintain driver-based forecasting models at the program and department level, incorporating volume, mix, pricing, and headcount assumptions.
• Serve as the finance partner to designated department leaders; help operating owners understand their P&L and manage to their financial commitments.
• Prepare ad hoc analyses on client profitability, client margin, productivity, and other topics to support business performance and executive decision making.
• Extract, reconcile, and analyze financial data across the EPM platform and general ledger; identify opportunities to automate recurring workflows and reduce close-cycle friction.
• Contribute to Board materials, lender reporting, private equity partner requests, and M&A integration reporting as needed.
• Maintain rigorous documentation of assumptions, methodologies, and reconciliations to support audit and diligence readiness.
• Uphold financial policy compliance, drive process improvement, and strengthen internal controls related to planning and reporting activities.
• Perform other related duties as needed to support finance leadership.

Qualifications

EXPERIENCE AND EDUCATIONAL REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA a plus.
• Minimum 4 years of progressive FP&A, corporate finance, investment banking, or transaction advisory experience, ideally within Healthcare Services, multi-site operations, or a private equity-backed environment.
• Demonstrated experience preparing management reporting packages, variance analysis, and executive-level presentation materials.
• Proven ability to develop complex financial models and analytical tools in Microsoft Excel (advanced functions, scenario modeling, three-statement and driver-based modeling).
• Experience working within an EPM platform (Vena, Anaplan, Adaptive, or comparable) and a mid-market ERP.

MINIMUM SKILLS, KNOWLEDGE AND ABILITY REQUIREMENTS:

• Exceptional analytical, financial modeling, and problem-solving skills.
• Strong business acumen with the ability to translate financial insights into clear, actionable recommendations.
• Excellent written and verbal communication skills; able to draft variance commentary and executive summaries that leadership will actually use.
• Comfortable working in a fast-paced, evolving environment with shifting priorities and competing deadlines.
• High attention to detail while maintaining strategic perspective.
• Proficiency with financial systems, ERP platforms, and advanced Excel capabilities; SQL, Power BI, or Tableau a plus.
• Ability to work independently, manage multiple workstreams, and consistently deliver on tight deadlines.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to sit.
• The employee must occasionally lift and/or move up to 10 pounds.

Schedule:

• Must be flexible on schedule and hours.
• Some Travel may be required.

CareMetx considers equivalent combinations of experience and education for most jobs. All candidates who believe they possess equivalent experience and education are encouraged to apply.

At CareMetx we work hard, we believe in what we do, and we want to be a company that does right by our employees. Our niche industry is an integral player in getting specialty products and devices to the patients who need them by managing reimbursements for those products, identifying alternative funding when insurers do not pay, and providing clinical services.

CareMetx is an equal employment opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against based on race, color, sex, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin.