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Financial Planning Analyst (FP&A) Healthcare - NYC Hybrid ($130K)

L5

confidential financial servicesNew York, NY5 days ago

Occupations

Financial Specialists, All OtherAccountants and AuditorsFinancial and Investment Analysts

Industries

Corporate, Subsidiary, and Regional Managing OfficesPortfolio Management and Investment AdviceMiscellaneous Financial Investment Activities
NYC | HYBRID - 3 days per week in NYC. Must be US Citizen or Green Card Holder.*Only local candidates currently within the NYC metropolitan area will be considered. This bonus-eligible role will support a very small team for financial planning, analysis, and reporting across corporate operations and multiple subsidiaries. This requires someone who can work independently and is self directed. The FP&A Analyst will play a key role in assisting with forecasting, budgeting, and performance analysis while providing data-driven insights for SaaS to support strategic and operational decision-making. This individual will partner closely with subsidiary finance teams and corporate stakeholders to ensure accurate financial reporting, thoughtful analysis, and consistent financial processes across the organization. This is a hands-on role that requires strong attention to detail, intellectual curiosity, and a willingness to work deeply in the data. This role also provides the opportunity to contribute to the continued development of a formal FP&A function, including enhancing financial models, reporting frameworks, and analytical tools used by leadership to evaluate performance and support strategic decision-making.
Key Responsibilities:
  • Support variance analysis and forecast updates across business units
  • Assist with key assumptions like churn, ARR, MRR, Rev Rec 606 / GAAP and Net Rev (NRR)
  • Support the annual budgeting process, including gathering inputs, validating assumptions, and tracking timelines.
  • Forecasting and reforecasting based on monthly closes, highlighting risks.
  • Maintain and enhance financial models for scenario planning, and decision support
  • Partner with business unit finance teams to collect data and ensure consistency in reporting
  • Support ad hoc financial analyses and modeling requests from leadership
  • Assist in developing dashboards and reporting for key performance indicators such as revenue, bookings, and margins
  • Prepare materials for quarterly business reviews and leadership presentations
  • Identify opportunities to improve reporting, data quality, and FP&A processes
  • Contribute to standardized reporting frameworks and best practices
  • Support the use of automation and emerging analytics tools to enhance reporting and forecasting
Qualifications:
  • Bachelor’s degree
  • Strong Excel experience, meticulous Excel spreadsheeting
  • Minimum 3 years of financial analysis (FP&A) experience, preferably in SaaS or multi-business unit environments
  • Experience in FP&A or corporate finance required (seeking Finance over Accounting)
  • Strong financial modeling and analytical skills
  • Experience with ERP and planning tools (e.g., Oracle, NetSuite, Adaptive) preferred
  • Consulting or SaaS experience preferred.
  • Basic understanding of SaaS metrics (ARR, bookings, churn, margins) preferred
  • Strong communication and collaboration skills with the ability to work cross-functionallyHYBRID 3 days per week in the New York City corporate office.
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Level

SeniorL5

Location

New York, NY

Occupation

Financial Specialists, All Other

Industry

Corporate, Subsidiary, and Regional Managing Offices

Posted

5 days ago

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