You’re a curious, analytical finance professional who enjoys understanding the story behind the numbers. You bring a foundation in finance, accounting, or analytics, a careful approach to financial data, and the ability to turn analysis into clear insights. You’re comfortable collaborating across teams, asking thoughtful questions, and managing recurring deadlines while continuing to build your financial planning and analysis skills.
As an FP&A Analyst, you’ll support financial planning, forecasting, reporting, and analysis that help the company make informed business decisions. Reporting to the Director, Financial Planning and Analysis, you’ll work closely with Finance and business stakeholders to understand performance, investigate variances, and improve reporting processes. You’ll gain broad exposure to revenue and workforce planning, expense management, financial modeling, and profitability analysis while contributing to the company’s financial and operational performance.
What You’ll Do- Support monthly and quarterly forecasts and the annual budgeting process by preparing templates, coordinating stakeholder inputs, and consolidating financial projections.
- Review forecast submissions for completeness and consistency, clarify assumptions, and document changes, risks, and opportunities related to revenue, staffing, and spending.
- Prepare monthly financial reports and compare actual results with budget, forecast, and prior periods; investigate revenue and expense variances and explain the key performance drivers.
- Partner with Accounting to reconcile financial results and research differences between actuals and forecasts.
- Maintain headcount, compensation, benefits, vendor spending, and operating expense schedules to support accurate planning and reporting.
- Update financial models, dashboards, and recurring management reports; assist with cost allocations and profitability analysis.
- Perform scenario modeling and ad hoc financial analysis to help leaders evaluate business decisions.
- Translate financial findings into clear commentary, presentations, and supporting materials for business leaders, Finance leadership, and private equity partners.
- Identify opportunities to simplify forecasting and reporting, automate recurring work, and improve the consistency and reliability of financial data.
- Support the implementation and use of planning, business intelligence, and reporting tools, and maintain documentation for key processes, reporting definitions, and financial methodologies.
- 1-3 of experience in finance, accounting, analytics, or a related role; FP&A experience is preferred.
- A bachelor’s degree in Finance, Accounting, Economics, Analytics, or a related field.
- Working knowledge of financial statements, budgeting, forecasting, and variance analysis, with experience organizing and analyzing financial or operational data.
- Advanced Excel skills and proficiency in PowerPoint, with the ability to communicate financial findings clearly in writing and presentations.
- Strong attention to detail and accuracy, with the curiosity to investigate results, identify inconsistencies, and escalate issues when appropriate.
- The ability to manage multiple responsibilities, meet recurring deadlines, adapt to changing priorities, and proactively communicate progress, risks, and potential delays.
- A collaborative approach to building relationships across functions, with the ability to work independently on defined responsibilities and seek guidance when needed.
- Experience with enterprise planning or performance management systems, such as NSPB; data visualization or business intelligence tools, such as Tableau; or ERP systems, financial reporting systems, or data warehouses is a plus.
- An interest in improving processes and developing your FP&A skills; interest in applying automation and AI to finance and accounting processes is a plus.
- Competitive Salary
- Health, Dental and Vision benefit packages to fit all types of lifestyles
- 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 (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
- Employee Referral Program
About Us:
Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare - and integrated with a managed care consultancy with deep revenue strategy expertise. We brought together leading healthcare firms to solve a core challenge: aligning brand, marketing, technology, and revenue strategy so healthcare organizations can attract and retain patients, grow brand equity, and protect their margins. We help our clients do everything from patient acquisition and brand building, to simplifying complex martech ecosystems, and creating digital experiences. Our work is rooted in clarity, authenticity, and a deep understanding of what moves healthcare forward.
Equality Opportunity Employer Statement
Unlock, and its affiliate companies, is an equal opportunity employer dedicated to building an inclusive and diverse workforce. We provide equal employment opportunities without regard to an applicant's race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Skills Required
- 1-3 years of experience in finance, accounting, analytics, or a related role
- 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
- Ability to collaborate across functions and work independently on defined responsibilities
- FP&A experience
- Experience with enterprise planning or performance management systems such as NSPB
- Experience with data visualization or business intelligence tools such as Tableau
- Experience with ERP systems, financial reporting systems, or data warehouses
- Interest in automation and AI applications for finance and accounting processes
What We Do
Unlock Health is a technology and services growth platform that connects the dots across managed care and marketing to help healthcare providers solve today's urgent growth needs while building sustainable performance for the future. Health systems have spent decades limited by the walls separating patient acquisition campaigns, payor contracts, pricing strategy, and the necessary data and technology required to analyze supply/demand, understand markets, and prove ROI. By breaking down those barriers — and delivering the right mix of consulting, services, and tech enablement to fill the gaps — Unlock Health will enable a massive leap forward in growth and performance. We have brought together the premier network of health and healthcare agencies including SPM, GLC, Dreamscape, and Centretek with industry innovators, Eruptr and DECODE to deliver sustainable growth and CFO-defensible ROI. We are unlocking the potential that exists within providers to increase revenue, manage costs, and create healthier communities. Together, we're taking the guesswork out of growth
