Senior FP&A Analyst

CFS; Shelton (CT); On-site; USD 115,000 - 125,000; Full time

Benefits offered by this job

Annual bonus up to 25%

Job summary

CFS, a healthcare technology company, is seeking a Senior FP&A Analyst in Shelton, CT onsite to join the finance team. You will lead budgeting and forecasting, develop financial models, and deliver board-ready executive reporting to influence strategic decisions.

The ideal candidate has 5–10 years of FP&A experience, advanced Excel, ERP exposure (NetSuite preferred), and comfort with AI/automation tools. SaaS/Private Equity-backed experience is a plus.

Qualifications

• 5–10 years of FP&A experience.
• Strong budgeting, forecasting, and variance analysis experience.
• Experience preparing board-level and executive presentations.
• Advanced financial modeling and Excel skills.
• Comfortable utilizing AI and automation tools to improve efficiency.
• NetSuite or similar ERP experience is a plus.
• SaaS and/or Private Equity-backed experience is preferred but not required.

Responsibilities

• Lead the annual budgeting and forecasting process.
• Develop financial models and perform scenario analysis to support strategic decision-making.
• Prepare board presentations and executive reporting packages.
• Analyze KPIs and provide actionable financial insights.
• Support pricing analysis and departmental planning initiatives.
• Partner closely with the CFO, executive leadership, and Junior FP&A Analyst on strategic finance projects.
• Identify opportunities to improve reporting, forecasting, and financial processes.

Skills

FP&A experience

Budgeting

Forecasting

Variance analysis

Board presentations

Advanced Excel

AI/automation tools

Executive reporting

Tools

NetSuite

Job description

Senior FP&A Analyst

Shelton, CT | Onsite

$115,000-$125,000 Preferred (Up to $145,000) + 25% Bonus

Why This Opportunity?

We're partnering with a rapidly growing healthcare technology company seeking a Senior FP&A Analyst to join its expanding finance team. Reporting directly to the CFO, this is a highly visible role with significant exposure to executive leadership and the opportunity to influence key business decisions.

The ideal candidate enjoys working in a fast-paced, collaborative environment and wants to play a meaningful role in strategic planning, financial analysis, and the company's continued growth. SaaS and/or Private Equity-backed experience is preferred but not required.

Key Responsibilities

• Lead the annual budgeting and forecasting process
• Develop financial models and perform scenario analysis to support strategic decision-making
• Prepare board presentations and executive reporting packages
• Analyze KPIs and provide actionable financial insights
• Support pricing analysis and departmental planning initiatives
• Partner closely with the CFO, executive leadership, and Junior FP&A Analyst on strategic finance projects
• Identify opportunities to improve reporting, forecasting, and financial processes

What We're Looking For

• 5-10 years of progressive FP&A experience
• Strong budgeting, forecasting, and variance analysis experience
• Experience preparing board-level and executive presentations
• Advanced financial modeling and Excel skills
• Comfortable utilizing AI and automation tools to improve efficiency
• NetSuite or similar ERP experience is a plus
• SaaS and/or Private Equity-backed company experience is preferred but not required

Compensation & Benefits

• $115,000-$125,000 Base (up to $145,000 for the right candidate)
• 15% Annual Bonus
• Highly visible role reporting directly to the CFO
• Opportunity to influence financial strategy and executive decision-making
• Join a rapidly growing healthcare technology company with significant ca