Senior FP&A Analyst

Creative Financial Staffing, LLC; Shelton (CT); On-site; USD 115,000 - 125,000; Full time

Benefits offered by this job

Annual bonus

Executive exposure

Job summary

Creative Financial Staffing, LLC is partnering with a rapidly growing healthcare technology company seeking a Senior FP&A Analyst to join its finance team in Shelton, CT. This onsite role reports to the CFO and offers significant exposure to executive leadership.

You will lead budgeting and forecasting, build financial models, prepare board presentations, analyze KPIs, and support pricing and strategic initiatives. 5–10 years FP&A experience preferred; SaaS/PE background helpful.

Qualifications

• 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.
• 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 decisions.
• Prepare board presentations and executive reporting packages.
• Analyze KPIs and provide actionable financial insights.
• Support pricing analysis and departmental planning initiatives.
• Partner with the CFO and senior leadership on strategic finance projects.
• Identify opportunities to improve reporting, forecasting, and processes.

Skills

Budgeting

Forecasting

Variance analysis

Executive presentations

Advanced Excel

NetSuite ERP

SaaS experience

PE experience

Tools

NetSuite ERP

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

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