FP&A Analyst/Manager
Canopy · United States
- Hybrid
- Full-time
- $120,000 / year
- United States
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Job highlights
- Lead financial modeling, forecasting, and analysis for a healthcare tech company.
- Partner with executives to drive strategic decision-making.
- Develop unit economics and profitability models for SaaS environment.
- Prepare board-ready financial materials and executive summaries.
- Improve FP&A processes and reporting as the company scales.
About the role
Senior FP&A Analyst Manager
Canopy Works is a healthcare technology company dedicated to enhancing safety, responsiveness, and outcomes within complex care environments. We collaborate with health systems to implement solutions in high-stakes settings where reliability and trust are paramount.
About the Role
The Senior FP&A Analyst/Manager will serve as a key strategic partner to Finance leadership and executive management. This position is responsible for core financial modeling, forecasting, and analysis that drives company-wide decisions, including headcount planning, unit economics, board materials, and long-range strategy. This is a highly visible role that requires close collaboration with business units to translate complex inputs into clear insights and support leaders in making informed trade-offs during Canopy's growth phase.
What You’ll Do
Financial Planning & Forecasting
- Own and refine the company’s operating model, covering revenue, cost structure, headcount, and cash runway.
- Lead monthly and quarterly forecasting processes in collaboration with Finance, People Ops, Sales, Customer Experience, and Product teams.
- Support annual budgeting and long-range planning (2–3 year outlooks), including scenario and sensitivity analyses.
Business & Strategic Analysis
- Develop and maintain models for unit economics and customer profitability, specifically for healthcare SaaS and deployment-intensive environments.
- Analyze performance drivers across revenue, gross margin, deployment costs, and operating expenses.
- Partner with leaders to assess new initiatives, pricing strategies, hiring plans, and investment decisions.
Board & Executive Support
- Prepare comprehensive financial materials for board meetings, including variance analysis, KPIs, and forward-looking insights.
- Assist leadership with capital planning, fundraising preparedness, and the identification of financial risks and opportunities.
- Communicate complex financial data clearly to non-finance stakeholders.
Cross-Functional Partnership
- Collaborate closely with People Operations on workforce planning, headcount approvals, and compensation cost modeling.
- Partner with Sales & Customer Experience to understand pipeline dynamics, renewal, expansion, and deployment economics.
- Work with Accounting to ensure forecast accuracy and reporting integrity.
Systems & Process Improvement
- Enhance FP&A processes, tools, and reporting to support company scaling (e.g., forecasting cadence, dashboards, modeling standards).
- Help define KPIs and operating metrics that accurately represent business performance.
What We’re Looking For
- 4–7+ years of experience in FP&A, strategic finance, consulting, investment banking, or similar analytical roles.
- Proficiency in financial modeling, including 3-statement models, scenario analysis, and sensitivity analysis.
- Experience supporting executive-level and/or board-level reporting.
- Advanced Excel / Google Sheets skills, with the ability to build models from scratch.
Nice to Have
- Experience in healthcare, SaaS, or hardware-enabled SaaS sectors.
- Background in a startup or high-growth company environment.
- Familiarity with workforce planning, unit economics, or deployment-heavy cost models.
- Experience navigating imperfect data and evolving systems.
How You Work
- Analytical and pragmatic, understanding when precision is critical and when directional accuracy is sufficient.
- Comfortable with ambiguity and proactive in seeking information.
- Clear communicator with non-finance partners, avoiding jargon.
- Possesses strong ownership instincts and a drive to see tasks through to completion.
Key skills/competency
- Financial Modeling
- Forecasting
- Budgeting
- Strategic Analysis
- Unit Economics
- SaaS Metrics
- Executive Reporting
- Cross-functional Collaboration
- Process Improvement
- Advanced Excel
Skills & topics
- FP&A
- Financial Planning
- Financial Analysis
- Forecasting
- Budgeting
- Strategic Finance
- Healthcare Technology
- SaaS
- Unit Economics
- Executive Reporting
- Senior Analyst
- Finance Manager
- Remote
- Hybrid
How to get hired
- Tailor your resume: Highlight your 4-7+ years of FP&A, strategic finance, or consulting experience, emphasizing financial modeling, forecasting, and executive reporting skills.
- Showcase analytical skills: Quantify your achievements using advanced Excel/Google Sheets, demonstrating your ability to build models from scratch and perform scenario analysis.
- Emphasize collaboration: Detail your experience partnering with cross-functional teams like Sales, Product, and People Ops, and your ability to communicate complex financial data clearly.
- Demonstrate adaptability: Include examples of your experience in high-growth environments, handling ambiguity, and improving processes with imperfect data.
- Prepare for interviews: Be ready to discuss your financial modeling approach, strategic insights derived from data, and how you've supported executive decision-making.
Technical preparation
Master 3-statement financial modeling.,Practice scenario and sensitivity analysis.,Build complex models in Excel/Google Sheets.,Understand SaaS and healthcare unit economics.
Behavioral questions
Describe handling ambiguity in financial analysis.,How do you communicate complex data to non-finance teams?,Provide an example of taking ownership of a finance process.,How do you balance precision with pragmatic decision-making?
Frequently asked questions
- What is the work arrangement for the Senior FP&A Analyst/Manager role at Canopy Works?
- The Senior FP&A Analyst/Manager role at Canopy Works offers a remote work arrangement within the U.S. A hybrid option is also available and preferred for candidates located near key company hubs.
- What are the core responsibilities of the Senior FP&A Analyst/Manager at Canopy Works?
- The core responsibilities include owning the company's operating model, leading financial planning and forecasting processes, conducting business and strategic analysis (especially unit economics), supporting executive and board-level reporting, and driving FP&A systems and process improvements.
- What specific industry experience is preferred for this FP&A role at Canopy Works?
- While not strictly required, experience in healthcare, SaaS, or hardware-enabled SaaS environments is considered a 'nice to have.' Startup or high-growth company experience is also beneficial.
- What level of financial modeling expertise is expected for the Senior FP&A Analyst/Manager position?
- Strong financial modeling skills are essential, including the ability to create 3-statement models, perform scenario analysis, and sensitivity analysis. Advanced proficiency in Excel/Google Sheets and building models from scratch is also a requirement.
- How does Canopy Works support continuous learning and development for its FP&A team?
- Canopy Works emphasizes continuous improvement of FP&A processes and tools. The role involves improving the operating model, enhancing reporting, and defining key metrics, suggesting a culture that values learning and adaptation, especially in a scaling environment.
- What is the required years of experience for the Senior FP&A Analyst/Manager at Canopy Works?
- The role requires 4 to 7+ years of experience in FP&A, strategic finance, consulting, investment banking, or similar analytical fields.
- How does the Senior FP&A Analyst/Manager role contribute to Canopy Works' strategic goals?
- This role is a critical thought partner that directly informs company-wide decision-making by providing robust financial modeling, forecasting, and analysis. It supports strategic initiatives, investment trade-offs, and long-range planning, crucial for a scaling healthcare technology company.
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