Senior Financial Analyst (Product & Delivery FP&A)

Symplr Software LLC; United States; Remote; USD 100,000 - 120,000; Full time

Benefits offered by this job

Company Sponsored Medical, Dental &amp

Safe Harbor 401K with Employer Match

HSA Employer Contributions and Life/AD

Parental leave programs

Job summary

Symplr Software LLC is hiring a Senior Financial Analyst (Product & Delivery FP&A) to join our FP&A team. You will own the consolidated financial model across revenue, gross margin, and operating expenses, partnering with FBP teams to align functional forecasts with the company plan.

You will develop scenario analyses, support monthly and executive reporting, and ensure governance of model outputs and KPI reporting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of FP&A, corporate finance, or related analytics role.
• Experience building consolidated P&L forecasts and models.
• Experience consolidating inputs from multiple functions or units.
• Familiarity with SaaS/subscription businesses and enterprise systems.

Responsibilities

• Own and improve the consolidated financial model across revenue, gross margin, labor, operating expenses, EBITDA, and other material financial measures.
• Partner with FBP teams to capture, understand, and consolidate functional models and forecasts.
• Maintain links among functional models, the consolidated P&L model, reported actuals, and executive reporting.
• Evaluate functional plans for internal consistency and identify cross-functional dependencies, gaps, risks, and opportunities.
• Develop scenario and sensitivity analyses translating changes in drivers into consolidated P&L outcomes and recommendations.
• Support the Monthly Reporting Package and executive reporting with KPI analysis and validated outputs.

Skills

Financial modeling

Forecasting

Cross-functional collaboration

Excel proficiency

Data storytelling

Education

Bachelor's degree in Finance

Tools

Power BI

Adaptive

ERP systems

Job description

Senior Financial Analyst (Product & Delivery FP&A)

ID 2026-2580

Category Finance & Accounting

Position Type Regular Full-Time

Min USD $100,000.00/Yr.

Max USD $120,000.00/Yr.

Overview

The Senior Financial Analyst will join the FP&A organization, reporting to the Senior Director, Product and Delivery Services. The role integrates the revenue and functional plans developed by Finance Business Partner (FBP) teams into a coherent outlook for revenue, gross margin, operating expenses, EBITDA, and other key financial outcomes; validates cross-functional assumptions and dependencies; and translates consolidated results into actionable company-level analysis. The position works closely with FP&A teams supporting Product and Professional Services.

Duties & Responsibilities

• Own and continuously improve the company’s consolidated financial model, integrating validated functional assumptions and model outputs across revenue, gross margin, labor, operating expenses, EBITDA, and other material financial measures into the forecast, annual budget, and long-range plan.
• Partner with FBP teams to capture, understand, and consolidate functional models and forecasts, including revenue, Professional Services, CVO, Product labor, and other operating models.
• Maintain clear links and reconciliations among functional models, the consolidated P&L model, reported actuals, and executive reporting, partnering with Accounting to resolve material differences.
• Evaluate functional plans for internal consistency and identify cross-functional dependencies, gaps, duplicate assumptions, conflicting inputs, risks, opportunities, and management actions.
• Develop scenario and sensitivity analyses that translate changes in functional drivers into consolidated P&L outcomes and actionable recommendations.
• Support the Monthly Reporting Package and executive reporting by providing consolidated financial analysis, KPI reporting, validated model outputs, company-level scenarios, and key risks and opportunities.
• Analyze department-level variances and collaborate with FBPs to connect functional explanations to consolidated financial impacts.
• Support the Finance Business Partner for designated functions, including budgeting, forecasting, monthly analysis, headcount and purchase-request review, business cases, ad hoc decision support, and recommendations to functional leaders.
• Partner with systems resources and external consultants to document and implement approved consolidation logic, model connections, and metric calculations within the planning environment.
• Establish and maintain model documentation, assumption tracking, data-validation controls, and governance standards, while identifying opportunities to automate recurring consolidations, reconciliations, scenario analyses, and KPI reporting.
• Present financial findings, scenarios, implications, and recommendations clearly to FP&A leadership and other stakeholders.
• Facilitate FP&A’s ownership of final executive deliverables and the consolidated financial narrative by providing validated consolidated outputs, metrics, scenarios, and analytical support.
• Perform other duties and projects as assigned.

Skills Required

• Strong financial modeling, analytical, critical-thinking, and problem-solving skills, with the ability to integrate multiple functional models into a consolidated company view.
• Strong understanding of income-statement relationships, forecasting, budgeting, long-range planning, variance analysis, and financial scenario modeling.
• Excellent written and verbal communication and business-partnering skills, including the ability to explain model results to technical and non-technical stakeholders and work effectively across FP&A, Accounting, and business leadership.
• Advanced proficiency in Excel and experience working with financial planning platforms; working knowledge of data-querying, analytics, and visualization tools preferred.
• Strong organizational and documentation skills, including model governance, assumption tracking, metric definitions, and process documentation.
• Ability to manage multiple priorities and recurring deliverables in a fast-paced environment, with strong attention to detail and an understanding of broader business and financial implications.

Qualifications Required:

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• 5+ years of relevant experience in FP&A, corporate finance, financial modeling, or a related analytical role.
• Demonstrated experience building or maintaining consolidated P&L forecasts and financial models.
• Experience consolidating inputs from multiple functions, business units, or operating models.
• Experience supporting annual budgets, rolling forecasts, long-range plans, and scenario-planning processes.
• Experience defining, calculating, or governing company-level financial and operating metrics.
• Experience providing FP&A support to business functions and their leaders.
• Experience in a SaaS or other subscription-based business preferred.
• Experience in a private equity-backed environment preferred.
• Familiarity with planning systems (e.g., Adaptive) and BI tools (e.g., Power BI) preferred
• Experience working with ERP, CRM, business intelligence, or financial data sources preferred.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Applicants must be authorized to work in the U.S. on a full-time basis without the need for current or future sponsorship.

About symplr:

symplr is revolutionizing healthcare operations with a first-of-its-kind platform that drives effective, efficient, and connected workflows while increasing operational benefits and scaling clinical, financial, and quality outcomes—driving value where it matters most.

We are a remote-first company with employees working across the United States, India, and the Netherlands. Guided by values, we focus on teamwork, championing our customers, being rooted in action and outcomes, overcoming challenges, and leading through equality and integrity. Read more about symplr's culture and values at symplr.com/careers.

• Company Sponsored Medical, Dental & Vision
• Safe Harbor 401K with Employer Matching up to 5%, eligible upon hire with immediate vesting
• HSA Employer Contributions, Employer Paid Life, Short-term and Long-term Disability, and AD&D Insurance Plans
• Comprehensive medical leave and bonding leave programs for new parents
• Additional Employer-Sponsored Programs: Caregiving resources, emotional well-being support, discount programs, and other valuable employee benefits.

symplr is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.

As an ongoing commitment to reasonably accommodate individuals with disabilities, symplr has established alternative methods to complete the application process. Disabled applicants needing assistance are encouraged to call 281.863.9500 if further assistance is required.