FP&A Analyst

Who we are:

Third way health (www.thirdway.health) helps medical practices and healthcare organizations across the United States to improve the patient experience while reducing the administrative burden on practice owners and management. We enable practices and healthcare organizations to enhance the experience of their patients by providing them with a leading technology platform and world class services. What unites us is our passion to support physicians and help patients from all backgrounds to have a better healthcare experience.

About the position:

We are seeking an FP&A Analyst to join our Finance team and support financial planning, reporting, and decision support across our US, Colombia, and Peru operations. With 1-2 years of FP&A, corporate finance, or accounting experience, the ideal candidate will bring strong Excel skills, attention to detail, and the ability to turn data into clear, accurate analysis.

This role requires someone who thrives in a fast-paced environment, is proactive and self-directed, and enjoys getting into the details of building and maintaining models and reports.

Responsibilities:

Financial Planning & Forecasting

• Support the development of annual budgets, quarterly forecasts, and rolling multi-country OPEX/CAPEX models.
• Maintain and update FX, inflation, and vendor cost assumptions that feed into forecast models.
• Assist with scenario modeling and sensitivity analysis (e.g., FX movements, headcount changes).

Business Partnering

• Respond to ad hoc data requests from department heads and leadership with accuracy and speed.
• Build a working understanding of business drivers to support day-to-day analysis.
• Help prepare materials that summarize financial performance and forecasts in a clear, organized way.

Reporting & Analysis

• Prepare monthly/quarterly financial reporting packages, including variance analysis and KPIs.
• Investigate variances and summarize the trends and drivers behind them in clear write-ups.
• Help streamline recurring reports through Excel automation (formulas, pivot tables, macros).

Strategic Projects

• Support the evaluation, selection, and implementation of FP&A systems and tools
• Build and maintain financial models supporting business cases, pricing, and vendor evaluations.
• Identify opportunities to improve processes, tools, and efficiency within FP&A and across Finance.

Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, Engineering, or related field, or an equivalent combination of education and experience
• 1-2 years of experience in FP&A, corporate finance, accounting, or a related analytical role
• Advanced Excel proficiency
• Strong analytical skills and attention to detail; financial modeling exposure is a plus.
• Proactive and self-directed: able to take a task from ambiguous instructions to a finished, checked output, and to flag questions or issues early rather than waiting to be asked.
• Good written and verbal communication skills, with the ability to explain data clearly and concisely.
• Exposure to ERP/BI systems (e.g., NetSuite, Power BI, Tableau) is a plus but not required
• Familiarity with AI tools (e.g., Excel Copilot, ChatGPT, Claude) is a plus; a willingness and ability to learn new AI-driven tools quickly is required
• English proficiency of at least B2 (upper-intermediate), with the ability to communicate with US-based teams