FP&A Analyst
Shields Health Solutions · United States
- Hybrid
- Full-time
- $85,000 / year
- United States
Job highlights
- Analyze financial data and support business leaders.
- Build financial infrastructure for company growth.
- Partner with regional business on financial matters.
- Drive insights for key business decisions.
- Collaborate with teams on growth initiatives.
About the role
FP&A Analyst
Position Overview:
Shields Health Solutions is looking to hire an FP&A Analyst, reporting to the Director, FP&A to work directly with the accounting, operations, and functional leaders on financial analysis and cross functional projects. The FP&A team is tasked with building and supporting the financial and analytical infrastructure to scale our rapidly growing company. The team functions as the go-to group for customer-level finance and accounting support, gross profit improvement initiatives, and analytical insights at the customer level to drive growth and profitability. The FP&A Analyst will be responsible for partnering with the business on a regional level to support all financial matters with respect to analysis and planning. Members of the FP&A team have distinct visibility into the operational model and growth-engine of one of the fastest-growing, nationally scaled healthcare enterprises. Given FP&A’s unique position within the Company, team members will have significant exposure to senior leadership while making a lasting impact on the Company’s trajectory.
The ideal candidate will be expected to prioritize in real-time the most impactful financial and business KPIs that ultimately drive results on behalf of our clients. The FP&A team acts as the engine behind our month end close process, completing P&Ls for each of our partner sites and distributing results and analytical commentary to executive and senior level leadership. You can expect to define and drive detailed analyses to derive insights that will underpin key business decisions, help define and track key performance metrics for the company, and act as a financial partner to our leadership teams. The ideal teammate will be a great communicator with outstanding interpersonal skills, exceptional analytical horsepower, have a growth-mindset, and possess the ability to work comfortably within an entrepreneurial environment that is intensely results-oriented.
Responsibilities:
- Produce site-level financials (heavy involvement in monthly P&Ls, baseline analyses, gross margin analyses, budgets, QBR support as needed, etc.) in a cadenced manner
- Track granular economic factors in the business and how changes may affect our forecasts, margins and financials and communicate timely throughout the organization
- Maintain detailed analyses of the financials, standard reporting packages and provide support to core business partners with ad hoc requests
- Assess and analyze each customers’ detailed revenue and cost of goods sold information to optimize revenue growth and gross margin opportunity
- Access and retrieve information and data from various systems and reporting tools. Collaborate with IT and others to develop improvements to systems, automate process flows and reports to facilitate distribution of actionable data
- Review monthly results and provide summative analysis to management and core business partners in a timely manner
- Collaborate cross-functionally, to identify, scope and monitor growth opportunities and initiatives (both revenue and margin)
- Support operations teams and core business partners with thoughtful financial insights and proactively communicate to business partners
- Develop data-driven business cases and evaluation criteria for growth and efficiency-oriented initiatives
- Build financial and operational metrics and dashboards to report key insights
- Support other FP&A workstreams as needed (examples: ERP and operational data integration, quarterly board materials, investor materials, month-end close process)
Skills and Position Requirements:
- 1-3 years of relevant financial analyst experience (Healthcare/Pharmacy experience is a plus)
- Highly analytical with strong attention to detail
- Effective at multi-tasking; someone who enjoys and thrives wearing multiple hats at once
- Exceptional Excel and Microsoft Office skills; including financial modeling and business visualization
- Must be highly motivated, results-driven professional who can thrive in a team-oriented environment
- Entrepreneurial attitude - willingness to roll up sleeves and work alongside team members to make things happen quickly and create value
- Experience as an auditor in the healthcare and/or pharmacy space highly desirable
- Foundational understanding of business models
- Growth-mindset
- Capable of solving complex business problems
- Values-oriented, data-driven decision-making style
- Ability to distill complex issues into structured frameworks and concrete action plans
- Ambitious, reliable, and self-starter who can work independently, with limited oversight from managers
- Outstanding written and verbal communication skills
- Enthusiastic and service-oriented
Education:
- Bachelor’s Degree in Finance/Business/Healthcare preferred
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Key skills/competency
- Financial Analysis
- FP&A
- Financial Modeling
- Budgeting
- Forecasting
- P&L Management
- Data Analysis
- Business Intelligence
- Healthcare Industry
- Cross-functional Collaboration
Skills & topics
- FP&A Analyst
- Financial Analyst
- Finance
- Financial Planning
- Analysis
- Budgeting
- Forecasting
- Healthcare Finance
- P&L
- Excel Modeling
How to get hired
- Tailor your resume: Highlight your 1-3 years of financial analyst experience, focusing on healthcare or pharmacy if applicable, and showcase your Excel and financial modeling skills.
- Quantify achievements: Use numbers to demonstrate your impact on revenue growth, margin improvement, or cost reduction in previous roles.
- Showcase analytical skills: Emphasize your ability to distill complex issues, track economic factors, and provide data-driven insights.
- Demonstrate entrepreneurial spirit: In your application and interview, highlight your willingness to 'roll up your sleeves' and work collaboratively in a fast-paced environment.
- Prepare for behavioral questions: Be ready to discuss how you handle multitasking, solve complex problems, and communicate effectively with senior leadership.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the key responsibilities of an FP&A Analyst at Shields Health Solutions?
- The FP&A Analyst at Shields Health Solutions is responsible for producing site-level financials, tracking economic factors, analyzing customer revenue and costs, collaborating with IT on system improvements, reviewing monthly results, and supporting growth initiatives. You will also build financial metrics and dashboards, and assist with various FP&A workstreams like ERP integration and board materials.
- What qualifications are essential for the FP&A Analyst role at Shields Health Solutions?
- Essential qualifications include 1-3 years of relevant financial analyst experience, strong analytical skills with attention to detail, proficiency in Excel and Microsoft Office (including financial modeling), and a results-driven, entrepreneurial attitude. Experience in the healthcare or pharmacy sector is a plus, and a Bachelor's Degree in Finance, Business, or Healthcare is preferred.
- How does the FP&A team contribute to Shields Health Solutions' growth?
- The FP&A team builds and supports the financial and analytical infrastructure for the company's rapid growth. They provide customer-level finance support, drive gross profit improvement initiatives, offer analytical insights to optimize revenue and margins, and partner with business leaders to make data-driven decisions that impact the company's trajectory.
- What is the expected work environment for an FP&A Analyst at Shields Health Solutions?
- The work environment is described as entrepreneurial, intensely results-oriented, and team-oriented. You can expect significant exposure to senior leadership and the opportunity to make a lasting impact on a fast-growing healthcare enterprise. The role requires a willingness to work collaboratively and 'roll up your sleeves' to achieve results quickly.
- What kind of analytical skills are most important for this FP&A Analyst position?
- Exceptional analytical horsepower is crucial. This includes the ability to prioritize impactful KPIs, define and drive detailed analyses to derive insights, track granular economic factors, assess detailed revenue and cost information, and distill complex issues into structured frameworks and actionable plans.
- Does Shields Health Solutions offer opportunities for career growth for an FP&A Analyst?
- Yes, the FP&A team offers significant exposure to senior leadership and a unique position within a rapidly growing national healthcare enterprise. Team members are instrumental in driving the company's trajectory and have visibility into the operational model and growth engine, suggesting strong potential for career advancement.