Note: The job is a remote job and is open to candidates in USA. IQTalent Partners is partnering with a healthcare technology company that develops software solutions to improve healthcare operational efficiency and patient care delivery. The Senior FP&A Analyst role focuses on financial planning, forecasting, and analysis within a complex, PE-backed SaaS environment, supporting consolidated forecasting, cash flow modeling, and executive reporting. The position requires strong financial modeling skills and the ability to synthesize cross-functional financial data into actionable insights.
Responsibilities
- Owns and maintains the company’s consolidated operating models across revenue, cost structure, working capital, and cash flow
- Maintains integrated financial forecasting models to support annual operating plans, long-range planning, and monthly reforecast cycles
- Develops enterprise-level scenario analyses evaluating growth, margin, liquidity, and covenant implications
- Partners with functional finance leads to ensure inputs are appropriately integrated into consolidated forecasts
- Identifies risks and opportunities at the total company level to support full-year target attainment
- Builds robust financial models to evaluate enterprise-level strategic initiatives, capital allocation decisions, and investment trade-offs
- Develops accretion/dilution and synergy frameworks for acquisition opportunities (revenue and cost synergies)
- Evaluates financial scenarios for liquidity, leverage, and covenant compliance implications in coordination with senior finance leadership
- Supports analysis of debt structure, liquidity, and cash flow implications in a PE-backed environment
- Synthesizes financial and strategic insights into executive- and Board-ready materials
- Supports preparation of Board- and lender-ready materials with a high standard of analytical rigor and precision
- Ensures consistency and integrity across consolidated reporting outputs (forecast, operating plan, Board, lender reporting)
- Provides insight into key drivers of EBITDA, cash flow, working capital, and capital structure
- Continuously improves financial processes, automation, and reporting quality
- Drives enterprise-level performance analysis across operating segments and functional areas
- Builds structured variance analyses explaining consolidated performance versus plan, forecast, and prior year
- Evaluates resource allocation, headcount planning, and investment returns through a total-company lens
- Identifies cost optimization and margin expansion opportunities while maintaining growth objectives
- Develops dashboards and reporting frameworks that improve enterprise-wide accountability
Skills
- 4–6 years of progressive experience in FP&A, investment banking, private equity, or finance within a complex or high-growth organization
- Demonstrated expertise building and maintaining integrated financial models (income statement, and cash flow) with strong understanding of interdependencies
- Experience supporting consolidated forecasting, annual operating plans, and long-range planning processes
- Strong understanding of SaaS financial structures, including recurring revenue mechanics, margin drivers, working capital dynamics, and cash flow implications
- Advanced Excel proficiency with the ability to structure, audit, and stress-test complex financial models
- Ability to evaluate enterprise-level financial performance, including EBITDA drivers, liquidity considerations, and capital structure impacts
- Strong understanding of financial statements and key accounting principles, including revenue recognition and expense capitalization
- Proven ability to translate complex financial analysis into clear, executive- and Board-ready materials
- Self-directed, intellectually curious, and comfortable operating in a fast-paced, performance-driven, PE-backed environment
- Experience with FP&A systems (NSPB)
Company Overview