Senior Analyst, Financial Planning & Analysis

The role

You will support financial planning, forecasting, reporting, and analysis to help the company make informed business decisions. You will work with Finance and business stakeholders to understand performance, investigate variances, and improve reporting processes.

What you will do

• Support monthly and quarterly forecasts and the annual budgeting process.
• Review forecast submissions for completeness and consistency.
• Prepare monthly financial reports and compare actual results with budget, forecast, and prior periods.
• Partner with Accounting to reconcile financial results and research differences.
• Maintain headcount, compensation, benefits, vendor spending, and operating expense schedules.
• Update financial models, dashboards, and recurring management reports.
• Perform scenario modeling and ad hoc financial analysis.
• Translate financial findings into clear commentary, presentations, and supporting materials.
• Identify opportunities to simplify forecasting and reporting and automate recurring work.
• Support the implementation and use of planning, business intelligence, and reporting tools.

Required qualifications

• 1-3 of experience in finance, accounting, analytics, or a related role
• A bachelor’s degree in Finance, Accounting, Economics, Analytics, or a related field
• Working knowledge of financial statements, budgeting, forecasting, and variance analysis
• Experience organizing and analyzing financial or operational data
• Advanced Excel skills
• Proficiency in PowerPoint
• Ability to communicate financial findings clearly in writing and presentations
• Strong attention to detail and accuracy
• Ability to manage multiple responsibilities and meet recurring deadlines
• Collaborative approach to building relationships across functions
• Ability to work independently on defined responsibilities

Nice to have

• FP&A experience
• Experience with enterprise planning or performance management systems, such as NSPB
• Data visualization or business intelligence tools, such as Tableau
• ERP systems, financial reporting systems, or data warehouses
• Interest in applying automation and AI to finance and accounting processes

Benefits

• Competitive Salary
• Health, Dental and Vision benefit packages
• Life, Short- and Long-Term Disability Insurance paid 100% by the company
• FSA / HSA Options
• 401(K) with a generous company match program
• Flexible Paid Time Off (aka- unlimited)
• Paid Parental Leave
• Hybrid and Remote work schedules available
• Employee Assistance Program

About the company

Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare. It is integrated with a managed care consultancy with deep revenue strategy expertise.