Sr. Financial Analyst (FP&A)

@ IMO Health
IMO Healthimohealth.com

Sr. Financial Analyst (FP&A)

Posted 3 months ago

This job is still taking applications, but it's been up a while.

About the job

Join our growing finance team as a Sr. Financial Analyst, focusing on modern, AI-powered FP&A, automation, and insightful financial analysis for strategic decisions.

Requirements

  • 3–5 years FP&A or finance experience
  • Strong financial modeling skills
  • Excellent communication skills
  • Experience with budgeting and forecasting
  • Proficiency in Excel and BI tools

Qualifications

  • Bachelor's degree in Finance or related
  • Experience with automation and AI tools
  • Ability to analyze complex data
  • Strong partnership skills
  • Self-starter mindset

Full job description

Are you passionate about turning financial data into insights that drive meaningful business decisions? Join our growing Finance team as a Sr. Financial Analyst, where you’ll play a key role in supporting business leaders through financial analysis, planning, forecasting, and reporting.

Reporting directly to the Director of FP&A, you’ll partner closely with cross-functional leaders and senior leadership to understand financial performance, identify trends and risks, and provide insights that support better business decisions. You’ll contribute to budgeting and forecasting, monitor spend and key performance indicators, and help translate financial results into clear, actionable recommendations.

As our FP&A function continues to evolve, you’ll also have opportunities to improve processes, strengthen reporting, and leverage business intelligence, automation, and AI tools to make financial analysis more efficient and scalable.

This is a highly visible role for an analytical, curious, and collaborative finance professional who wants to deepen their FP&A expertise, expand their business partnership skills, and grow their impact across the organization.


WHAT YOU'LL DO:

  • Support ongoing improvements to FP&A processes, including contributing to automation, reporting enhancements, and more efficient workflows.


  • Perform detailed monthly variance analysis, including actuals vs. budget, forecast, and prior year, clearly communicating key trends, risks, and opportunities to support decision-making, financial accountability, and the monthly close process.


  • Contribute to the company-wide annual budgeting, forecasting, and long-range planning processes.


  • Partner with department and executive-level leaders to understand business drivers and provide financial insights to support decision-making.


  • Build and maintain financial models that support strategic decision-making, scenario planning, investment decisions, and operational planning.


  • Prepare and present financial performance reporting for the CFO, VP of Finance, senior leadership, and other key stakeholders.


  • Track key performance indicators (KPIs) and support dashboards that measure business performance and operational efficiency


  • Perform ad hoc financial and operational analyses to support executive decision-making and evolving business priorities.


  • Stay curious about new tools and technologies that can improve reporting, efficiency, and access to insights



WHAT YOU'LL NEED:

  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field.


  • 2–5 years of experience in FP&A, Corporate Finance, or Financial Analysis.


  • Experience with budgeting, forecasting, variance analysis, and financial modeling (hands-on or supporting).


  • Advanced proficiency in Microsoft Excel, including working with large datasets and building models.


  • Strong communication skills, with the ability to clearly explain financial concepts to both finance and non-finance stakeholders.



  • Experience with business intelligence, ERP, or financial reporting tools; experience with NetSuite, Solution7, Excel, CoPilot, Docusign or similar platforms is a plus.


  • Exposure to or interest in automation, AI tools, or improving workflows is a plus.


  • Experience in healthcare technology, SaaS, data, AI, or private equity-backed environments is a plus.




WHAT WILL MAKE YOU SUCCESSFUL:

  • You are curious, detail-oriented, and able to connect data to the bigger business picture


  • You enjoy partnering with business leaders and helping them better understand financial performance


  • You are proactive and motivated to improve processes and find more efficient ways of working


  • You are comfortable working in a dynamic environment with evolving priorities


  • You ask thoughtful questions, challenge assumptions, and contribute to better decision-making


  • You translate complex data into clear, actionable insights



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