Senior FP&A Analyst

Position Summary

The Senior FP&A Analyst plays a pivotal role in a dynamic, hyper-growth 503A/503B environment by driving impactful business insights and strategic financial planning. This position is responsible for owning financial forecasting, budgeting, and reporting processes, leveraging AI-driven tools to enhance speed, scale, and decision-making quality.

Responsibilities

Financial Strategy

• Strategic Planning: Develop and implement comprehensive financial plans aligned with growth objectives.
• AI Integration: Integrate AI-driven analytics into financial processes to improve reporting and decision-making.
• Budget Oversight: Oversee budgeting processes and collaborate with cross-functional teams.

Operational Excellence

• Process Improvement: Streamline financial operations and automate routine tasks using AI.
• Data Analysis: Conduct in-depth financial analyses to provide actionable insights.
• Performance Metrics: Develop and track KPIs for financial and operational performance.

Collaboration and Leadership

• Cross-Functional Collaboration: Align financial strategies with organizational objectives.
• Leadership Development: Promote AI adoption and data-driven methodologies.
• Stakeholder Engagement: Communicate financial insights clearly to stakeholders.

Innovation and Growth

• Technology Advancement: Lead initiatives integrating AI technologies into financial operations.
• Market Analysis: Conduct market analyses and identify emerging trends.
• Continuous Improvement: Encourage innovation and adoption of new technologies.

Knowledge and Skills

• Proficiency in financial modeling and advanced data analytics tools, including AI-driven platforms.
• Strong strategic planning and execution skills.
• Excellent communication and collaboration abilities.
• Ability to manage complex financial processes in a fast-paced, highly regulated environment.

Experience and Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• Minimum 5 years of FP&A experience.
• Expertise in AI-driven analytics and financial technologies.
• Strong understanding of financial regulations and compliance.

Key Competencies

• Customer Focus
• Strategic AI
• Optimizes Work Processes
• Collaborates
• Resourcefulness
• Manages Complexity
• Ensures Accountability
• Situational Adaptability
• Communicates Effectively

Values

• People
• Quality
• Service
• Innovation

Employee Benefits, Health and Wellness

• Medical, dental, and vision coverage
• Paid time off
• 401(k) matching
• Wellness perks
• IV therapy
• Compounded medications

Physical Requirements

Employees are required to remain in a stationary position for extended periods, frequently use office productivity devices, move throughout the office and corporate campus, and perform physical activities including standing, walking, reaching, balancing, stooping, kneeling, crouching, and crawling.