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FP&A Analyst

ID
2025-2040
Category
Finance & Accounting
Position Type
Regular Full-Time
Min
USD $60,000.00/Yr.
Max
USD $80,000.00/Yr.

Overview

The FP&A (Financial Planning and Analysis) Analyst investigates and interprets revenue data for senior leadership.  This position plays a key role in supporting the Sr. Manager and Sr. Analyst in both ongoing and ad-hoc revenue reporting analysis.

Duties & Responsibilities

  • Provide FP&A partnership for business leaders in revenue-generating functions; deliver recurring reporting and analysis on revenue performance, forecasting, and ad-hoc/special projects by understanding business challenges and delivering relevant analysis
  • Analyze and interpret revenue, churn, and price increase results, including investigating variances and making recommendations on corrective actions
  • Prepare financial and operational information and reports, including revenue forecasts, budget reports, variance analysis, retention, and margin analysis
  • Support development of bookings/adjusted revenue forecast models; perform driver-based revenue builds and scenario modeling
  • Collaborate with Sales, Sales Operations, Product, and Services teams to understand pipeline, bookings, and revenue drivers; provide insights to improve forecasting accuracy and identify growth opportunities
  • Monitor and report on key revenue metrics, including new bookings, retention, churn, and price realization; identify trends and communicate actionable insights to leadership
  • Develop and implement data quality controls and departmental standards to ensure trustworthy revenue information
  • Provide integration support for future acquisitions, focusing on revenue recognition and reporting alignment
  • Achieve continuous process improvement and deliver timely and accurate revenue reporting, analytics, and insights
  • Perform other duties and projects as assigned

Skills Required

  • Strong analytical, critical thinking, and problem-solving skills
  • Proficiency in Excel and experience with PowerPoint, planning software tools (ex. Adaptive), and ERP/CRM systems (ex. NetSuite/Salesforce)
  • 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 the ability to synthesize revenue data from multiple sources into actionable analysis and adjust messaging for different audiences
  • Ability to collaborate cross-functionally with Sales, Product, and Services teams to drive revenue insights and improvements
  • Strong organization skills
  • Ability to navigate, adapt, and grow in a fast-paced environment
  • High energy with the ability to work independently

  

Qualifications Required:

  • BS/BBA degree required in Finance, Accounting, or Economics
  • 2-4 years experience in a corporate Finance/FP&A, decision support, and/or accounting role required
  • Working knowledge of Adaptive Planning Analytics is preferred
  • Demonstrated aptitude and success in financial modeling and insight generation/analysis

Min

USD $60,000.00/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.


Applicants must be authorized to work in the U.S. on a full-time basis without the need for current or future sponsorship.


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.