Analyst, Financial Planning & Analysis

COMPANY PROFILE
At our client, we are dedicated to transforming healthcare through innovative value-based solutions. Our mission is to enhance patient care and improve outcomes by delivering top-tier healthcare services. We believe in fostering a diverse and inclusive workplace where every team member can thrive.

DESCRIPTION OF FUNCTION
The  Finance function combines the agility of a start-up with the expertise of a leading health system and plays a critical role in ensuring the long-term viability and success of our client This includes ensuring high integrity reporting and financial consolidation with Kaiser Permanente (KP), oversight of our client and subsidiary financial performance, strategic evaluation of new growth and improvement opportunities, thorough vetting of potential new acquisitions, and partnering with senior leaders on economic and capital planning to ensure their company meets its strategic goals.  

The Finance function also serves as a strategic advisor to our client’s CEO and leaders of our client’s affiliated organizations, translating strategic priorities into actionable financial plans that support growth and stability.

POSITION SUMMARY
The FP&A Analyst is a key member of their  Finance team and plays a critical role in supporting the development and interpretation of financial assessments for our client and as needed, its affiliated organizations. This role operates under the guidance of senior team members and collaborates across multiple functions.
As an individual contributor, the FP&A Analyst will be involved in supporting the development of budgets and forecasts, as well as ongoing performance analytics and management reporting. This position may also be involved in the financial evaluation of potential acquisitions. The FP&A Analyst is accountable for ensuring all analyses are completed accurately and in a timely manner, ensuring risks are addressed and/or raised to leadership for consideration. 
The FP&A Analyst will report directly to the Head of Financial Planning & Analysis and Strategic Finance.  

PRINCIPAL RESPONSIBILITIES
Principal responsibilities of the FP&A Analyst include but are not limited to: 
Budgeting and Performance Analysis: 
Assist in developing and preparing budgets by gathering data and performing analyses to align with our client’s strategic goals.
Analyze historical data and market trends to inform budgeting decisions and ensure effective financial resource allocation.
Prepare and maintain management reports to support leadership in decision-making and strategic planning. 
•Collaborate with the Controller team on monthly financial close process and insights. 
Capital and Economic Plan Development:
Contribute to the development of consolidated capital and economic plans, ensuring alignment with organizational objectives.
Analyze economic plans for synergies and support the development of financial models for strategic decision-making.
Financial Evaluation of Organizations and Initiatives:
Support leadership in developing business cases for potential acquisitions and assess their financial feasibility and risks. 
Track and measure synergies across their organizations to ensure value creation. 
Evaluate new initiatives for viability and expected returns, preparing financial findings for leadership presentations. 
Value-Based Platform (VBP) Partnership:
Collaborates with VBP and IT teams to support the multi-year economic plan and track financial progress.
Assist in monitoring the deployment of equity funding and its financial impacts.
Compliance and Integrity 
Uphold ethical behavior and compliance with organizational policies, supporting a culture of integrity and accountability.

SHORT AND LONG-TERM ACCOUNTABILITIES
Support the financial strategy for their company’s growth and sustainability.
Ensure accurate and timely financial reporting. 
Take ownership of assigned tasks, ensuring timely and accurate completion.
Proactively identify and resolve challenges to meet deadlines.
Demonstrate accountability for delivering quality work within established deadlines.

KEY WORKING RELATIONSHIPS
The FP&A Analyst will work closely with the following stakeholders: 
Internal working relationships will include: 
Head of Financial Planning & Analysis and Strategic Finance (direct supervisor)
Strategy and BD Lead 
Other Financial Planning & Analysis Professionals
VBP Business Analysts 
VBP Product Managers
Controller
External working relationships will include:
KP Financial Planning & Analysis teams
KP Accounting teams
Finance and Business teams in the client’s affiliated organizations 
Legal and Compliance teams supporting  (as needed)
Other Functional Leaders supporting (as needed)
Vendors and suppliers (as needed)
Financial institutions (as needed)
Regulatory bodies (as needed)
Industry peers and partners (as needed)

EXPERIENCE/EDUCATION/QUALIFICATIONS
Minimum Qualifications:
Bachelor's degree in finance, accounting, business, or related field.
Minimum three (3) years Financial Planning & Analysis experience or directly related business experience.

Preferred Qualifications
Experience in Financial Planning and Analysis (FP&A) within the healthcare industry, demonstrating a strong understanding of financial management, including DCF, ROI analysis, and resource allocation. 
Hands-on experience with advanced Excel functions (e.g. Pivot Tables, Power Query, Power Pivot, charts, macros and complex formulas) to efficiently clean, manipulate and analyze data for actionable insights.
Intellectually curious with strong analytical and problem-solving skills, and a proven ability to translate complex financial data into actionable insights. 
Excellent communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels. 
Ability to drive results in a fast-paced, rapidly evolving start-up environment. 
 
Location: Remote
Pay rate: $65 - $78.50/hour
Contract: 6 months
Health, Dental, Vision, 401K