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FP&A Analyst

ID
2025-1733
Category
Finance & Accounting
Position Type
Regular Full-Time
Min
USD $70,000.00/Yr.
Max
USD $80,000.00/Yr.

Overview

The Financial Planning and Analysis (FP&A) Analyst investigates and interprets revenue data for senior leadership. Plays a key role in implementing a department business intelligence strategy. 

Duties & Responsibilities

  • Analyze revenue, churn, and price increase results; provide recurring budget/forecast support, ad-hoc/special projects by understanding business challenges and delivering relevant analysis 
  • Analyze and interpret financial results, including investigating variances and making recommendations on corrective actions 
  • Prepare financial information and reports, including budget reports, variance analysis, retention and margin analysis 
  • Develop and implement data quality controls and departmental standards to ensure trustworthy information 
  • Help to define business intelligence (BI) strategy; lead the development of BI for the department, which entails: 
    • Function as the Microsoft Power BI expert for the department 
    • Proactively utilize BI to drive continual performance improvement 
    • Actively participate in and influence discussions around reporting requirements and design 
    • Document related processes 
    • Create and continually improve administrative processes to support these efforts 
    • Collaborate with symplr Microsoft Power BI SME to define and maintain best practices with regard to analytics 
  • Provide integration support, as needed, for future acquisitions 
  • Achieve continuous process improvement and deliver timely and accurate reporting/analytics/insights 
  • Perform other duties and projects as assigned 

Skills Required

  • Bachelor’s degree in Finance, Accounting, or Economics 
  • Two to four years of experience in a corporate finance/FP&A, decision support, and/or accounting role 
  • Demonstrated aptitude and success in financial modeling and insight generation/analysis 
  • Strong analytical, critical thinking, and problem-solving skills 
  • High degree of proficiency in Excel (PowerQuery/PowerPivot), PowerPoint and experience with planning software tools (Ex. Adaptive), ERP/CRM systems (Ex. NetSuite/Salesforce) and BI tools (Ex. Power BI)  
  • Excellent time management, resource organization and priority establishment skills, and ability to excel in a fast-paced environment 
  • Excellent written and verbal communication skills (including writing, articulating, listening, and questioning skills), and strong interpersonal skills to communicate across functions and executive/management levels 
  • Ability to synthesize data from multiple sources into actionable analysis that tells a “story” and ability to adjust messages as needed given the audience 
  • Strong organization skills 
  • Ability to navigate, adapt, and grow in a fast-paced environment 
  • High energy with the ability to work independently 
  • Ability to balance a strong attention to detail with seeing the "big picture" 

 

Desired Skills and Qualifications: 

  • Working knowledge of Adaptive Planning Analytics 

Min

USD $70,000.00/Yr.

Max

USD $80,000.00/Yr.

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The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.


Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this opening.


About symplr:

symplr is revolutionizing healthcare operations with a first-of-its-kind platform that drives effective, efficient, and connected workflows while increasing operational benefits and scaling clinical, financial, and quality outcomes—driving value where it matters most.


We are a remote-first company with employees working across the United States, India, and the Netherlands. Guided by values, we focus on teamwork, championing our customers, being rooted in action and outcomes, overcoming challenges, and leading through equality and integrity. Read more about symplr's culture and values at symplr.com/careers.


Perks & Benefits:

  • Company Sponsored Medical, Dental & Vision
  • Safe Harbor 401K with Employer Matching up to 5%, eligible upon hire with immediate vesting
  • HSA Employer Contributions, Employer Paid Life, Short-term and Long-term Disability, and AD&D Insurance Plans
  • Permissive Time Off Plans, Volunteer Time Off, & 12 Paid Holidays
  • Fully Paid Medical Leaves of Absence and Bonding Leaves for new parents
  • Tuition Assistance & Continuing Education Reimbursement available
  • Additional Employer-Paid Programs: Cleo Family Services, Care@Work Memberships, Headspace Memberships, LifeMart Discounts, and more!

symplr is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.


As an ongoing commitment to reasonably accommodate individuals with disabilities, symplr has established alternative methods to complete the application process. Disabled applicants needing assistance are encouraged to call 281.863.9500 if further assistance is required.


To all recruitment agencies: we do not accept resumes or partnership opportunities. Please do not forward resumes to symplr or any of our employees. We are not responsible for any fees related to unsolicited resumes.