Financial Planning Analyst

Job Summary

A company is looking for a Financial Planning & Analysis Analyst to support financial planning, reporting, and decision-making across the organization.

Key Responsibilities

• Assist in preparing and maintaining annual budgets, monthly forecasts, and financial planning models
• Analyze budget vs. actuals, track key revenue and expense drivers, and deliver actionable insights
• Support tracking of reimbursement trends, payor mix, and volume metrics for Collaborative Care CPT codes

Qualifications

• 2-4 years of experience in FP&A, investment banking, consulting, healthcare finance, or a related analytical role
• Strong financial modeling and Excel/Google Sheets skills
• Understanding of basic accounting, budgeting, and forecasting concepts
• Bachelor's degree in Finance, Accounting, Economics, Public Health, or a related field
• Experience with healthcare providers or in a value-based care setting is a plus