Senior FP&A Analyst

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

Job summary

CFS in Shelton, CT is seeking a Senior FP&A Analyst to join its finance team onsite. You will lead budgeting, forecasting, and financial modeling, partnering with the CFO and executive leadership to influence strategic decisions in a fast-growing healthcare technology company.

You will prepare board packages and KPI analyses, drive efficiency with AI and automation, and leverage NetSuite or similar ERP to support scalable growth. SaaS/PE-backed experience is valued but not required.

Qualifications

• 3+ 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.

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

Financial modeling

Excel

Board reporting

Strategic planning

Tools

NetSuite

Job description

Senior FP&A Analyst

Location

Shelton, CT | Onsite

Salary

$115,000-$125,000 + 15% Bonus (able to flex up for the right person!)

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

• 3+ 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

#INSEP2026