Senior FP&A Analyst

Iqtalent; South Jordan (UT); On-site; USD 120,000 - 160,000; Full time

Job summary

IQTalent Partners partners with a PE-backed healthcare technology company to seek a Senior FP&A Analyst. The role centers on consolidated forecasting, cash flow modeling, and Board/lender reporting with a focus on complex SaaS finance and performance analytics in a fast-paced, growth-oriented environment.

The candidate will own operating models across revenue, costs, working capital, and cash flow, and develop enterprise-level scenarios to drive strategic decisions and financial discipline at

Qualifications

• 5–7 years of progressive experience in FP&A, investment banking, private equity, or finance within a complex or high-growth organization
• Experience building and maintaining integrated financial models (income statement, and cash flow)
• Experience supporting consolidated forecasting, annual operating plans, and long-range planning processes
• Strong understanding of SaaS financial structures, including recurring revenue mechanics, margin drivers, working capital dynamics, and cash flow implications
• Advanced Excel proficiency with the ability to structure, audit, and stress-test complex financial models; FP&A systems (NSPB) preferred
• Ability to translate complex financial analysis into executive- and Board-ready materials

Responsibilities

• Owns and maintains the company’s consolidated operating models across revenue, cost structure, working capital, and cash flow
• Maintains integrated financial forecasting models to support annual operating plans, long-range planning, and monthly reforecast cycles
• Develops enterprise-level scenario analyses evaluating growth, margin, liquidity, and covenant implications
• Partners with functional finance leads to ensure inputs are integrated into consolidated forecasts
• Identifies risks and opportunities at the total company level to support full-year target attainment
• Builds robust financial models to evaluate enterprise-level strategic initiatives, capital allocation decisions, and investment trade-offs
• Develops accretion/dilution and synergy frameworks for acquisition opportunities
• Evaluates financial scenarios for liquidity, leverage, and covenant compliance with senior leadership
• Supports analysis of debt structure, liquidity, and cash flow implications in a PE-backed environment
• Synthesizes financial and strategic insights into executive- and Board-ready materials
• Supports preparation of Board- and lender-ready materials with a high standard of analytical rigor and precision
• Ensures consistency across consolidated reporting outputs and provides insights into EBITDA, cash flow, and capital structure
• Continuously improves financial processes, automation, and reporting quality
• Drives enterprise-level performance analysis across operating segments and functional areas
• Builds variance analyses explaining performance vs plan, forecast, and prior year
• Evaluates resource allocation and investment returns with a total-company lens
• Identifies cost optimization and margin expansion opportunities while maintaining growth objectives
• Develops dashboards and reporting frameworks that improve enterprise-wide accountability

Skills

Financial modeling

Scenario analysis

Cash flow forecasting

Executive communication

SaaS finance knowledge

Excel proficiency

Tools

NSPB

Job description

Department: Finance | Reports To: VP, Finance

Location: South Jordan, UT | Type: Full-Time

IQTalent Partners is currently partnering with a healthcare technology company on a Senior FP&A Analyst opportunity. This organization develops software solutions that support healthcare providers and organizations, helping improve operational efficiency, streamline workflows, and enhance the delivery of patient care.

We are looking for a high-performing FP&A professional with demonstrated expertise in dynamic, integrated financial modeling within a complex, multi-functional SaaS environment. This role operates at the center of a PE-backed healthcare technology company and plays a central role in consolidated forecasting, cash flow modeling, and Board and lender reporting in a PE-backed environment.

The ideal candidate brings strong modeling horsepower (financial modeling, scenario analysis, cash flow forecasting) and the ability to synthesize cross-functional financial drivers into clear, decision-ready insights. This role requires analytical rigor, intellectual curiosity, and comfort operating in a fast-paced, high-accountability environment.

Responsibilities:

Planning & Forecasting:

• Owns and maintains the company’s consolidated operating models across revenue, cost structure, working capital, and cash flow
• Maintains integrated financial forecasting models to support annual operating plans, long-range planning, and monthly reforecast cycles
• Develops enterprise-level scenario analyses evaluating growth, margin, liquidity, and covenant implications
• Partners with functional finance leads to ensure inputs are appropriately integrated into consolidated forecasts
• Identifies risks and opportunities at the total company level to support full-year target attainment

Strategic Finance:

• Builds robust financial models to evaluate enterprise-level strategic initiatives, capital allocation decisions, and investment trade-offs
• Develops accretion/dilution and synergy frameworks for acquisition opportunities (revenue and cost synergies)
• Evaluates financial scenarios for liquidity, leverage, and covenant compliance implications in coordination with senior finance leadership
• Supports analysis of debt structure, liquidity, and cash flow implications in a PE-backed environment
• Synthesizes financial and strategic insights into executive- and Board-ready materials

Reporting:

• Supports preparation of Board- and lender-ready materials with a high standard of analytical rigor and precision
• Ensures consistency and integrity across consolidated reporting outputs (forecast, operating plan, Board, lender reporting)
• Provides insight into key drivers of EBITDA, cash flow, working capital, and capital structure
• Continuously improves financial processes, automation, and reporting quality

Performance Management:

• Drives enterprise-level performance analysis across operating segments and functional areas
• Builds structured variance analyses explaining consolidated performance versus plan, forecast, and prior year
• Evaluates resource allocation, headcount planning, and investment returns through a total-company lens
• Identifies cost optimization and margin expansion opportunities while maintaining growth objectives
• Develops dashboards and reporting frameworks that improve enterprise-wide accountability

Qualifications:

• 5–7 years of progressive experience in FP&A, investment banking, private equity, or finance within a complex or high-growth organization
• Demonstrated expertise building and maintaining integrated financial models (income statement, and cash flow) with strong understanding of interdependencies
• Experience supporting consolidated forecasting, annual operating plans, and long-range planning processes
• Strong understanding of SaaS financial structures, including recurring revenue mechanics, margin drivers, working capital dynamics, and cash flow implications
• Advanced Excel proficiency with the ability to structure, audit, and stress-test complex financial models; experience with FP&A systems (NSPB) preferred
• Ability to evaluate enterprise-level financial performance, including EBITDA drivers, liquidity considerations, and capital structure impacts
• Strong understanding of financial statements and key accounting principles, including revenue recognition and expense capitalization
• Proven ability to translate complex financial analysis into clear, executive- and Board-ready materials
• Self-directed, intellectually curious, and comfortable operating in a fast-paced, performance-driven, PE-backed environment