Sr. Financial Planning and Analysis Analyst

Provider Resources, LLC; Erie (Erie County); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account

Flexible Spending Accounts

Critical Illness Insurance

Accident Insurance

ID Theft Protection

401k Plan

PTO

Job summary

Provider Resources, Inc. (PRI) seeks a Senior Financial Analyst to own the Opex budget and forecast, delivering analysis and variance commentary for leadership and the board. You will build models from scratch, partner with department leaders, and drive FP&A improvements as PRI scales.

Ideal candidates have 5+ years in FP&A, advanced Excel skills, and experience creating leadership or board reporting packages, with strong communication for nonfinance audiences.

Qualifications

• 5+ years FP&A or financial analysis experience including ownership of a budget or forecast process for a defined cost area.
• Advanced Excel modeling including building three-statement or driver-based models from a blank sheet.
• Demonstrated monthly variance analysis with written management commentary for a leadership audience.
• Experience preparing leadership or board reporting packages.
• Bachelor's degree in Finance, Accounting, or Economics.
• Clear written and verbal communication of financial information to nonfinance audiences.

Responsibilities

• Support the Director in building out the FP&A function contributing to the budgeting process for Revenue, COGS and Headcount.
• Own the Opex budget and forecast, working directly with department leaders on inputs.
• Build financial models from scratch for budgeting, forecasting, scenarios, and business cases.
• Write the monthly variance analysis and the commentary that goes with it.
• Prepare the monthly and weekly leadership packages and the board-ready package.
• Build and maintain KPI dashboards leadership uses.
• Improve how FP&A works at PRI as the company grows.

Skills

Advanced Excel modeling

Three-statement modeling

Driver-based modeling

Variance analysis

Board reporting

Nonfinance communication

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Power BI

Tableau

Job description

Provider Resources, Inc. (PRI) is hiring a Senior Financial Analyst to own our Opex budget and forecast and to produce the analysis our leadership and board rely on each month. This role is for someone who builds models from a blank sheet, writes variance commentary that ends in a recommendation, and is comfortable in a room with senior leaders.

About PRI

PRI is a certified Independent Dispute Resolution Entity (IDRE) under the federal No Surprises Act and an accredited Independent Review Organization (IRO). We resolve payment disputes between health care providers and health plans. We have about 200 employees, all in the United States, and the business is growing quickly.

What You Will Do

• Support the Director in building out the FPandA function contributing to the budgeting process for Revenue, COGS and Headcount.
• Own the Opex budget and forecast, working directly with department leaders on their inputs.
• Build financial models from scratch for budgeting, forecasting, scenarios, and business cases.
• Write the monthly variance analysis and the commentary that goes with it.
• Prepare the monthly and weekly leadership packages and the boardready package.
• Build and maintain the KPI dashboards leadership uses.
• Improve how FPandA works at PRI as the company grows.

What You Bring

• 5+ years of FPandA or financial analysis experience, including ownership of a budget or forecast process for a defined cost area.
• Advanced Excel modeling, including building threestatement or driverbased models from a blank sheet.
• Demonstrated monthly variance analysis with written management commentary for a leadership audience.
• Experience preparing leadership or board reporting packages.
• Bachelor's degree in Finance, Accounting, or Economics.
• Clear written and verbal communication of financial information to nonfinance audiences.

Nice to Have

• Healthcare, health plan, or claims payment industry experience; familiarity with the No Surprises Act or IDR process is a plus.
• Experience in a PEbacked or sponsorreporting environment.
• Financial planning software experience.
• Power BI, Tableau, or comparable BI tool experience for KPI dashboards.

Reporting

This role reports to the Director, FPandA.

As an EEO/Affirmative Action Employer all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status.

Benefits and Compensation

• Medical, Dental, and Vision Insurance
• Life Insurance
• Disability
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Critical Illness
• Accident
• Legal and ID Theft
• 401k plan
• PTO

The anticipated salary range for fully qualified candidates applying for this role will be above (not including discretionary bonus, equity, and benefits). The final salary offered will be dependent on several factors that include but are not limited to relevant previous experience including duration and type of experience within the industry, education, and internal equity.