Sr. FP&A Analyst | PE-Backed High-Growth HealthTech SaaS Platform | Remote | $100k - $150k

Harmonic Finance Inc ™ | Certified B Corp; United States; On-site; USD 100,000 - 150,000; Full time

Job summary

Harmonic Finance Inc ™ | Certified B Corp is seeking a Senior FP&A Analyst to drive data-backed decision-making across sales, marketing, product, customer success, and operations. The role reports to the Director of FP&A and focuses on forecasting accuracy, financial rigor, and thoughtful investment analysis.

You will own reporting, budgeting, and KPI dashboards, improve data infrastructure, manage headcount planning, and build models linking investments to business outcomes.

Qualifications

• Strong foundation in revenue analytics and cost management.
• Experience with forecasting, variance analysis, and financial modeling.
• Ability to translate financial insights into business decisions.
• Advanced Excel / Google Sheets skills.
• Strong attention to detail and problem-solving ability.
• Comfortable partnering across multiple stakeholders and changing priorities.
• Experience in SaaS, healthcare technology, or recurring revenue businesses preferred.

Responsibilities

• Own and enhance reporting, forecasting, and budgeting processes across the business.
• Build and maintain KPI dashboards and monthly financial reporting packages.
• Improve finance processes and underlying data/reporting infrastructure.
• Support expense management and increase visibility into departmental spend.
• Maintain headcount reporting and hiring plans.
• Build models tying headcount investment to business performance and output.
• Identify cost savings and operational efficiency opportunities.
• Analyze revenue trends, customer retention, bookings, and unit economics.
• Evaluate customer cohorts, expansion opportunities, and pricing performance.
• Partner with GTM teams on pipeline trends, forecast accuracy, and growth planning.
• Build ROI, payback, and investment models for strategic initiatives.
• Support vendor analysis, resource planning, and ad hoc projects.
• Contribute to executive reporting and board materials.

Skills

Revenue analytics

Forecasting

Financial modeling

Excel/Sheets

Stakeholder collaboration

Data storytelling

SaaS experience

Healthcare tech

Tools

SQL

BI tools

Job description

The Client

Harmonic is proud to be partnering with a high-growth, profitable technology company operating at the center of the outpatient healthcare ecosystem. The business develops mission-critical software solutions that help physical therapy clinics streamline operations, improve patient outcomes, and manage day-to-day practice performance at scale.

Its platform supports thousands of providers nationwide through solutions spanning electronic medical records, billing, scheduling, patient engagement, and practice analytics. The company has established itself as a market leader within its category and continues to expand through product innovation and strong customer retention.

The Role

The Senior FP&A Analyst will support key areas of the finance function and help drive data-backed, ROI-focused decision-making across the organization. This is a highly visible role reporting into the Director of FP&A and partnering closely with leaders across sales, marketing, product, customer success, and operations.

The position covers core FP&A responsibilities, operational finance, and strategic analysis, with a strong focus on improving forecasting accuracy, increasing financial rigor, and supporting thoughtful investment decisions across the business. A major priority will be helping teams operate more efficiently through stronger reporting, better tooling, and automation.

Key Responsibilities

• Own and enhance reporting, forecasting, and budgeting processes across the business
• Build and maintain KPI dashboards and monthly financial reporting packages
• Improve finance processes and underlying data/reporting infrastructure
• Support expense management and increase visibility into departmental spend
• Maintain headcount reporting and hiring plans
• Build models tying headcount investment to business performance and output
• Identify cost savings and operational efficiency opportunities
• Analyze revenue trends, customer retention, bookings, and unit economics
• Evaluate customer cohorts, expansion opportunities, and pricing performance
• Partner with GTM teams on pipeline trends, forecast accuracy, and growth planning
• Build ROI, payback, and investment models for strategic initiatives
• Support vendor analysis, resource planning, and ad hoc projects
• Contribute to executive reporting and board materials

Requirements

• Strong foundation in revenue analytics and cost management
• Experience with forecasting, variance analysis, and financial modeling
• Ability to translate financial insights into business decisions
• Advanced Excel / Google Sheets skills
• Strong attention to detail and problem-solving ability
• Comfortable partnering across multiple stakeholders and changing priorities
• Experience in SaaS, healthcare technology, or recurring revenue businesses preferred

Nice to Have

• SQL or BI tools experience
• Exposure to automation, AI tools, or modern finance systems
• Background in high-growth, data-driven technology environments

Compensation: $100k - $150k

At Harmonic, we’re committed to fostering a diverse and inclusive environment. We welcome applicants of all backgrounds and ensure every candidate is considered equitably and respectfully.