The Senior Analyst - FP&A is a critical role within the Finance department, responsible for managing the financial planning, budgeting, forecasting, and analysis functions at a more advanced level. This role involves working closely with senior management, business leaders, and other departments to provide insights, improve financial performance, and ensure financial alignment with strategic business goals. The Senior Analyst will own key financial processes such as budgeting, long-term financial projections, variance analysis, and reporting, playing an essential role in shaping the financial strategy of the organization.

Essential Duties & Responsibilities

• Provides technical support for Finance and BI systems
• Assists with the design of Finance and Business area dashboards.
• Assists in developing operating expense management processes and line-level detail across the organization. Implements newly created processes for each department as applicable.
• Performs reconciliations as needed at the line-item level.
• Researches and troubleshoots any items identified within the reconciliation process until resolved
• Prepares monthly and quarterly variance analysis
• Generates trending analysis or reporting on a monthly and quarterly basis
• Assists business owners with compliance towards budget targets and policies
• Participates in the preparation of annual budgets, monthly forecasts, and special finance projects as needed

Education and Experience

• Business/Finance/Economics/MIS or other Technical/Analytical majors
• Four (4)+ years of Financial Analysis or other relevant Technical/Analytical experience
• Experience and/or aptitude with Financial and BI systems
• Experience with Adaptive, Domo, SalesForce, or similar software experience desirable

Knowledge, Skills, and Abilities

• Lead the preparation and analysis of financial forecasts, budgets, and long-term financial plans.
• Collaborate with department heads to gather data, understand financial needs, and provide insights for decision-making.
• Analyze financial performance against targets and identify trends, variances, and areas for improvement.
• Develop and maintain financial models to support strategic initiatives and investment decisions.
• Prepare detailed reports and presentations for senior management and stakeholders.
• Conduct scenario analysis and stress testing to evaluate the potential impact of business decisions.
• Monitor key performance indicators (KPIs) and provide actionable insights to drive performance improvements.
• Assist in the development and implementation of financial policies and procedures.
• Working knowledge of financial/business modeling in Microsoft Excel and database/SQL experience
• Working knowledge of the principles of financial statements, ratio analysis, and trend analysis
• Ability to work autonomously, interact with management and manage multiple priorities simultaneously
• Excellent verbal and written communication skills.
• Strong analytical skills

Work Environment/Physical Demands

• While at work, this position is primarily a sedentary job and requires that the associate can work in an environment where they will consistently be seated for the majority of the workday
• This role requires that one can sit and regularly type on a keyboard the majority of the workday
• This position requires the ability to observe a computer screen for long periods of time to observe their own and others’ work, as well as in-coming and out-going communications via the computer and/or mobile devices
• The role necessitates the ability to listen and speak clearly to customers and other associates

Here’s what we can offer you in exchange for your amazing work: 

• Competitive pay
• Medical, dental and vision benefits
• Matching 401(k) 
• Generous paid time-off programs
• Education reimbursement
• Growth potential for your career
• Corporate discounts

At Greenway, we strive to imagine, empower, engage, and inspire. Join us!

To learn more about Greenway, take a video tour of our office, and meet our employees, visit us at www.GreenwayHealth.com/careers.

Disclaimer: This Job Summary indicates the general nature and level of work expected of the incumbent(s). It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent(s) may be asked to perform other duties as requested. Greenway Health, LLC is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, age, gender, national origin, sexual orientation, disability, or veteran status. 

While this position is primarily remote, please note that if you reside within a 26-mile radius of our corporate office, you will be required to work in a hybrid capacity. This means you will be expected to work on-site at the corporate office for part of the week and remotely for the remainder. This hybrid arrangement is designed to foster team collaboration and engagement. Our corporate office is located at 4301 Boy Scout Blvd, Tampa, FL 33607. Please consider your proximity to this location when applying.

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