Sr. FP&A Analyst (NYC Hybrid)

NYC | HYBRID - 3 days per week. Unable to sponsor, must have permanent work authorization.

*Only local candidates currently within the NYC metropolitan area will be considered.

This role will support financial planning, analysis, and reporting across corporate operations and multiple subsidiaries. The Sr. FP&A Analyst will play a key role in assisting with forecasting, budgeting, and performance analysis while providing data-driven insights to support strategic and operational decision-making. This individual will partner closely with subsidiary finance teams and corporate stakeholders to ensure accurate financial reporting, thoughtful analysis, and consistent financial processes across the organization.

This is a hands-on role that requires strong attention to detail, intellectual curiosity, and a willingness to work deeply in the data. This role also provides the opportunity to contribute to the continued development of a formal FP&A function, including enhancing financial models, reporting frameworks, and analytical tools used by leadership to evaluate performance and support strategic decision-making.

Key Responsibilities

• Support the monthly close process, including variance analysis and forecast updates across business units
• Assist with capital planning, approvals, and forecasting activities
• Support the annual budgeting process, including gathering inputs, validating assumptions, and tracking timelines
• Maintain and enhance financial models used for forecasting, scenario planning, and decision support
• Partner with business unit finance teams to collect data and ensure consistency in reporting
• Support ad hoc financial analyses and modeling requests from leadership
• Assist in developing dashboards and reporting for key performance indicators such as revenue, bookings, and margins
• Prepare materials for quarterly business reviews and leadership presentations
• Identify opportunities to improve reporting, data quality, and FP&A processes
• Contribute to standardized reporting frameworks and best practices
• Support the use of automation and emerging analytics tools to enhance reporting and forecasting

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field; MBA, CFA, or CPA is a plus
• Minimum 3 years of financial analysis (FP&A) experience, preferably in SaaS, healthcare technology, or multi-entity environments
• Experience in FP&A or corporate finance is preferred
• Strong financial modeling and analytical skills
• Experience with ERP and planning tools (e.g., Oracle, NetSuite, Adaptive) preferred
• Familiarity with BI/data visualization tools (e.g., Power BI, Looker) is a plus
• Basic understanding of SaaS metrics (ARR, bookings, churn, margins) preferred
• Strong communication and collaboration skills with the ability to work cross-functionally
• Ability to collaborate onsite up to 3 days per week in the New York City corporate office.