Lead FP&A Analyst

Lead FP&A Analyst (Remote - US)

Lead core financial planning, reporting, and forecasting for a publicly traded healthcare technology company, with high visibility into executive and Board-level communications.

Core Responsibilities

Consolidation & Reporting

• Lead and own preparation of financial consolidation and management reporting, including Board of Directors, Audit Committee, and executive presentation packages.
• Partner with Accounting and External Reporting to ensure consolidated results are accurate, consistent, and aligned to quarterly close and filing cadence.
• Translate complex financial results into concise, decision-ready narratives and presentations for senior leadership and the Board.

Forecasting & Analysis

• Lead revenue forecasting and variance analysis, partnering with business stakeholders to build and refine forecasting models.
• Own recurring forecast cycles (monthly pacing, quarterly forecasts), identifying risks/opportunities and recommending corrective actions.
• Support the quarterly close process, including tie-outs between planning and accounting systems.

Systems & Automation

• Administer Adaptive Planning (models, dimensions, versions, security roles).
• Build, maintain, and improve financial models and reporting processes across planning and ERP systems such as Workday Adaptive Planning and NetSuite.
• Drive automation and systems improvements to streamline recurring reporting and close-cycle workflows.
• Partner cross-functionally to ensure data integrity and alignment across systems.

Qualifications

• 6+ years in FP&A, corporate finance, or related experience (ideally at a publicly traded company).
• Demonstrated experience with consolidation reporting and Board/Audit Committee reporting.
• Strong background in revenue forecasting and financial modeling.
• Advanced Excel (complex modeling, large datasets) and PowerPoint (executive-level decks).
• Systems-savvy; experience with Workday Adaptive Planning and/or NetSuite is a strong plus.

Nice-to-Haves / Implied Strengths

• Comfort working in a fast-paced environment where priorities shift and strong judgment is required for Board-level numbers.