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About the Role
As an FP&A Analyst, you’ll support financial planning, forecasting, reporting, and analysis that help the company make informed business decisions. Reporting to the Director, Financial Planning and Analysis, you’ll work closely with Finance and business stakeholders to understand performance, investigate variances, and improve reporting processes. You’ll gain broad exposure to revenue and workforce planning, expense management, financial modeling, and profitability analysis while contributing to the company’s financial and operational performance.
Responsibilities
- Support monthly and quarterly forecasts and the annual budgeting process by preparing templates, coordinating stakeholder inputs, and consolidating financial projections.
- Review forecast submissions for completeness and consistency, clarify assumptions, and document changes, risks, and opportunities related to revenue, staffing, and spending.
- Prepare monthly financial reports and compare actual results with budget, forecast, and prior periods; investigate revenue and expense variances and explain the key performance drivers.
- Partner with Accounting to reconcile financial results and research differences between actuals and forecasts.
- Maintain headcount, compensation, benefits, vendor spending, and operating expense schedules to support accurate planning and reporting.
- Update financial models, dashboards, and recurring management reports; assist with cost allocations and profitability analysis.
- Perform scenario modeling and ad hoc financial analysis to help leaders evaluate business decisions.
- Translate financial findings into clear commentary, presentations, and supporting materials for business leaders, Finance leadership, and private equity partners.
- Identify opportunities to simplify forecasting and reporting, automate recurring work, and improve the consistency and reliability of financial data.
- Support the implementation and use of planning, business intelligence, and reporting tools, and maintain documentation for key processes, reporting definitions, and financial methodologies.
Requirements
- 1-3 of experience in finance, accounting, analytics, or a related role; FP&A experience is preferred.
- A bachelor’s degree in Finance, Accounting, Economics, Analytics, or a related field.
- Working knowledge of financial statements, budgeting, forecasting, and variance analysis, with experience organizing and analyzing financial or operational data.
- Advanced Excel skills and proficiency in PowerPoint, with the ability to communicate financial findings clearly in writing and presentations.
- Strong attention to detail and accuracy, with the curiosity to investigate results, identify inconsistencies, and escalate issues when appropriate.
- The ability to manage multiple responsibilities, meet recurring deadlines, adapt to changing priorities, and proactively communicate progress, risks, and potential delays.
- A collaborative approach to building relationships across functions, with the ability to work independently on defined responsibilities and seek guidance when needed.
- Experience with enterprise planning or performance management systems, such as NSPB; data visualization or business intelligence tools, such as Tableau; or ERP systems, financial reporting systems, or data warehouses is a plus.
- An interest in improving processes and developing your FP&A skills; interest in applying automation and AI to finance and accounting processes is a plus.
Skills
- Financial planning
- Forecasting
- Reporting
- Analysis
- Financial modeling
- Profitability analysis
- Excel
- PowerPoint
- Data visualization
- Business intelligence tools
Location
- Hybrid
- Remote
Work Type
- Hybrid
- Remote
Experience Level
- 1-3 years
Education Level
- Bachelor's degree in Finance, Accounting, Economics, Analytics, or a related field
Benefits
- Competitive Salary
- Health, Dental and Vision benefit packages
- Life, Short- and Long-Term Disability Insurance paid 100% by the company
- FSA / HSA Options
- 401(K) with a generous company match program
- Flexible Paid Time Off
- Paid Parental Leave
- Employee Assistance Program
- Employee Referral Program
About the Company
- Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare - and integrated with a managed care consultancy with deep revenue strategy expertise.
- We brought together leading healthcare firms to solve a core challenge: aligning brand, marketing, technology, and revenue strategy so healthcare organizations can attract and retain patients, grow brand equity, and protect their margins.
- We help our clients do everything from patient acquisition and brand building, to simplifying complex martech ecosystems, and creating digital experiences.
- Our work is rooted in clarity, authenticity, and a deep understanding of what moves healthcare forward.
Equal Opportunity
- Unlock, and its affiliate companies, is an equal opportunity employer dedicated to building an inclusive and diverse workforce.
- We provide equal employment opportunities without regard to an applicant's race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.