Senior FP&A Analyst

🔥 15 hours ago

🇺🇸 United States – Remote

💵 $110k - $120k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Uprise Health

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1988

💼 Consulting

🛡️ Insurance

🏥 Healthcare

Consulting • Insurance • Healthcare

Uprise Health is a company specializing in mental healthcare solutions that blend digital connectivity with personalized support. They offer a range of services including an Employee Assistance Program, chronic condition management, and managed behavioral health, aimed at employers, brokers, members, providers, health plans, and public sector entities. By utilizing data science, Uprise Health provides tailored and accessible care for individuals with mental health needs, surpassing traditional EAPs. Their services are designed to support both companies and employees, increasing productivity and mental wellness. With over 35 years of experience, they innovate in whole person care and redefine mental health support.

📋 Description

• Own key components of the annual budgeting process and ongoing rolling forecasts across departments and business lines • Build and maintain integrated financial models covering revenue, headcount, operating expenses, and capital planning • Partner with department leaders to compile and validate budget inputs • Monitor actual performance against budget and forecast, explain variances, and recommend corrective actions • Develop long-range strategic and financial planning models • Prepare monthly and quarterly financial reporting packages for leadership and, as needed, the Board of Directors • Build and maintain dashboards and KPI reporting for revenue, bookings, retention, margin, and operating metrics • Develop analysis of business performance, trends, and risks • Partner with Accounting to align actuals, forecasts, and management reporting • Act as an FP&A business partner to Sales, Account Management, Clinical, and Operations teams • Support pricing strategy, deal economics, contract negotiations, new products, partnerships, and go-to-market initiatives through financial modeling and analysis • Support ad hoc analysis for strategic initiatives, M&A evaluation and integration planning, and investor or lender reporting • Translate complex financial data into actionable summaries for non-finance stakeholders • Develop business cases and ROI analyses for resource allocation and investment decisions • Analyze revenue trends, client profitability, and unit economics across EAP, behavioral health, and wellbeing product lines • Model pipeline conversion, deal sizing, and net new bookings impact on forecasts • Track SaaS and healthcare services metrics including ARR, net revenue retention, and CAC/LTV • Identify margin improvement and cost efficiency opportunities • Standardize planning calendars, templates, and reporting cadences • Improve financial systems, planning tools, and reporting automation, including implementation and integration of new systems • Ensure data integrity across financial planning tools, CRM, and accounting systems • Mentor junior analysts and support onboarding as the function grows • Partner with Accounting, Sales Operations, HR, and Clinical Operations to align financial data • Support commission and bonus tracking and reporting for the GTM team • Support annual audit and external reporting processes • Assist leadership with capital planning, resource allocation, and investment prioritization analysis

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field • 4+ years of progressive experience in FP&A, corporate finance, investment banking, or a related analytical role • Demonstrated track record supporting budgeting, forecasting, and reporting processes • Strong financial modeling skills, including experience with multi-scenario and driver-based models • Experience preparing financial analysis and reporting materials for leadership review • Advanced Excel/financial modeling proficiency • Experience with CRM systems such as Salesforce for pipeline-linked forecasting • Experience in healthcare, behavioral health, benefits, or healthcare technology preferred • MBA, CFA, CPA, or other relevant advanced degree/certification preferred • Experience in a high-growth, private equity-backed, or venture-backed healthcare services or SaaS environment preferred • Familiarity with EAP, behavioral health, or employee benefits business models and unit economics preferred • Proficiency with financial planning tools such as Adaptive Insights, Anaplan, or Vena preferred • Proficiency with ERP/accounting systems such as NetSuite preferred • Proficiency with BI/reporting platforms such as Power BI or Tableau preferred • Minimal travel required (up to 5%)

🏖️ Benefits

• Minimal travel required (up to 5%) for occasional team meetings, planning offsites, or company events • Equal employment opportunities and protection from discrimination and harassment • Reasonable accommodation for individuals with disabilities