Sr. Advisor, Corporate FP&A

RLDatix Career Center; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401K

Job summary

RLDatix is seeking a Senior Advisor, FP&A to join our Global Finance team. You will lead planning, forecasting, and financial reporting, partnering with senior leaders to translate priorities into actionable budgets and insights.

You will build driver-based financial models connecting headcount, vendor spend, and product profitability to support decision-making and enterprise-wide planning. Strong Excel and SAC experience are essential.

Qualifications

• Traditional FP&A experience with ownership across budgeting, planning, forecasting, month-end processes
• Proven success building driver-based financial models translating headcount, vendor spend, and product profitability into plans
• Expertise in building and maintaining planning models, forecast tools, and scenario analyses in Excel is mandatory

Responsibilities

• Own and improve FP&A processes including planning, forecasting, month-end close, budget management, variance analysis, and reporting
• Partner with senior stakeholders to translate priorities into resource planning and actionable insights
• Collaborate with Rewards, People, and Procurement to reflect headcount, merit, vendor spend in budgets and tools
• Build driver-based models linking drivers to decisions and profitability, including product profitability
• Communicate financial insights clearly to senior leaders and create repeatable processes in ambiguous environments

Skills

FP&A experience

Budgeting

Forecasting

Month-end close

Variance analysis

Excel modeling

Executive communication

AI workflow

SAP Analytics Cloud

Adaptive

Hyperion

Anaplan

Oracle EPM

Tools

Excel

SAP Analytics Cloud

Adaptive

Hyperion

Anaplan

Oracle EPM

Job description

RLDatix is on a mission to transform care delivery worldwide, ensuring every patient receives the safest, highest-quality care. Through our innovative Healthcare Operations Platform, we're connecting data to unlock trusted insights that enable improved decision-making and help deliver safer healthcare for all.

Job Description

RLDatix (RLD) is on a mission to help raise the standard of care...everywhere. Trusted by over 10,000 healthcare organizations around the world, our solutions help improve health and care. Our applications ensure that patients receive the best and safest care while supporting the providers who deliver it.

Joining TeamRLD means being part of a global effort of over 2,000 team members in making a difference in healthcare...every day.

We're searching for a Senior Advisor, FP&A to join our Global Finance team, so that we can strengthen enterprise-wide planning, forecasting, financial reporting, and business decision support across RLDatix. The Senior Advisor, FP&A will support senior leaders as a finance partner while contributing to central initiatives across people-cost planning, vendor spend, procurement workflows, driver-based modeling, and future-state product profitability, helping the business make better decisions and operate with greater financial maturity.

How You’ll Spend Your Time

• Own and improve core FP&A processes, including planning, forecasting, month-end finance processes, budget management, variance analysis, and business performance reporting, in order to operate within a mature planning and forecast cadence

• Serve as a finance partner and budget liaison for senior stakeholders to translate business priorities into resource planning, budget ownership, actionable financial insights, and board-related communication

• Partner with Global Rewards, People, and Procurement stakeholders in order to reflect merit planning, headcount assumptions, people-cost strategies, and vendor spend accurately across budgets and financial tools

• Build driver-based financial models that connect business drivers, planning assumptions, and scenarios to decision-making, and help build a product profitability engine and vendor allocation model

• Communicate financial insights clearly to senior leaders by simplifying complex topics, telling a clear business story, and influencing decisions, while creating structure and repeatable processes in ambiguous environments

What Kind of Things We're Most Interested in You Having

• Traditional FP&A experience with hands-on ownership across budgeting, planning, forecasting, month-end finance processes, variance analysis, and business performance management

• Proven success building driver-based financial models that translate drivers such as headcount, merit increases, vendor spend, and product profitability into planning assumptions and actionable scenarios

• In-depth knowledge on how to build, maintain, and improve planning models, forecast tools, and scenario analyses in Excel, which is the mandatory technical skill for this role

• Executive-ready communication skills with the ability to present financial insights clearly and credibly to senior leaders and tailor messages for non-finance audiences

• Sincere interest in modernizing finance through AI-enabled workflow improvement, with exposure to people costs, vendor spend, procurement, G&A, or central FP&A especially valuable

• A knack for working autonomously with a builder mindset, creating structure and influencing cross-functional stakeholders. Experience with enterprise planning and reporting platforms, particularly SAP Analytics Cloud (SAC), is beneficial. A demonstrated ability to learn and adopt other financial tools such as Adaptive, Hyperion, Anaplan, Oracle EPM, or similar solutions is also valuable.

By enabling flexibility in how we work and prioritizing employee wellness, we empower our team to do and be their best. Our benefits package includes health, dental, vision, life, disability insurance, 401K, paid time off, and paid holidays.

RLDatix is an equal opportunity employer, and our employment decisions are made without regard to race, color, religion, age, gender, national origin, disability, handicap, marital status or any other status or condition protected by Federal and/or State laws.

As part of RLDatix's commitment to the inclusion of all qualified individuals, we ensure that persons with disabilities are provided reasonable accommodation in the job application and interview process. If reasonable accommodation is needed to participate in either step, please don't hesitate to send a note to [e-mail].

Salary offers are based on a wide range of factors including location, relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also taken into consideration.