Senior FP&A Analyst — Hybrid, Growth & Impact

The Phia Group, LLC; Canton (MA); Hybrid; USD 131,061 - 135,000; Full time

Job summary

The Phia Group, LLC is a growing health-cost containment consultant headquartered in Canton, MA. We seek a Senior Financial Analyst to drive monthly reporting, forecasting, and long-range planning for the Executive Team.

You will develop financial models, analyze data across business units, and support budgeting and revenue/expense forecasting with NetSuite and ERP systems. This role offers a hybrid schedule and strong benefits.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related quantitative field plus 4 years of corporate FP&A experience.
• Advanced proficiency with Microsoft Excel (pivot tables, Power Query, driver-based forecasts, scenario analysis) and Word.
• Hands-on experience with FP&A platforms and ERP systems including NetSuite, Oracle PBCS, SAP BPC, Hyperion, Anaplan.
• Strong technical skills in SQL for data extraction and analysis.
• Experience managing annual and rolling forecasts, integrating historical trends, seasonality, and business drivers.
• Proficient in month-end, quarter-end, and year-end close processes, including P&L analysis to identify revenue and cost drivers.
• Skilled in consolidating multi-entity financials and performing variance analysis.
• Knowledge of financial statements, revenue recognition, overhead allocation, and accrual accounting.
• Experience defining and tracking key financial metrics (e.g., gross margin, working capital days) and building dashboards in Tableau, Power BI, or Qlik.
• Experience with financial modeling for M&A, including synergy estimation and integration planning.
• Applied knowledge of Lean/Six Sigma principles to optimize workflows and automate tasks using VBA, Python, or R.
• Supported FP&A system implementations or upgrades, including master data setup, user roles, and reporting workflows.
• Skilled in building executive-ready presentations that translate complex financial insights into actionable information.

Responsibilities

• Support monthly financial reporting packages for the Executive Team with summaries, KPIs, and variance analysis.
• Develop and maintain financial models for forecasting, budgeting, and long-range planning.
• Analyze financial and operational data to identify trends and performance drivers across units.
• Assist in annual operating and capital expenditure budgeting and consolidation of inputs.
• Maintain rolling forecasts and analyze IT expenses and service metrics.
• Prepare client activity and service delivery metrics for internal planning and reporting.
• Improve reporting processes within NetSuite, including custom fields and revenue reporting outputs.
• Enhance reporting efficiency through process documentation and system improvements.
• Create training materials on financial analysis and advanced Excel for finance staff.
• Collaborate with cross-functional teams to ensure data consistency and reporting standards.
• Execute recurring financial analysis, reporting, and modeling to support decisions.

Skills

Advanced Excel

SQL

Forecasting

P&L analysis

Variance analysis

Dashboards

Lean Six Sigma

VBA

Python

R

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related quantitative field

Tools

NetSuite

Oracle PBCS

SAP BPC

Hyperion

Anaplan

Tableau

Power BI

Qlik

Job description

The Phia Group, LLC is a growing health-cost containment consultant headquartered in Canton, MA. We seek a Senior Financial Analyst to drive monthly reporting, forecasting, and long-range planning for the Executive Team.

You will develop financial models, analyze data across business units, and support budgeting and revenue/expense forecasting with NetSuite and ERP systems. This role offers a hybrid schedule and strong benefits.