Sr. Advisor, Corporate FP&A

Posted 7 Days Ago
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Chicago, IL, USA
Hybrid
Senior level
Healthtech • Software
The Role
Own and improve FP&A processes including budgeting, forecasting, month-end close, variance analysis, and performance reporting. Partner with senior leaders on resource planning, budget ownership, and financial insights. Build driver-based models for headcount, merit planning, vendor spend, scenarios, product profitability, and vendor allocation. Collaborate with People, Rewards, and Procurement teams while communicating financial recommendations to executives and improving finance processes.
Summary Generated by Built In
RLDatix is on a mission to transform care delivery worldwide, ensuring every patient receives the safest, highest-quality care. Through our innovative Healthcare Operations Platform, we’re connecting data to unlock trusted insights that enable improved decision-making and help deliver safer healthcare for all.

RLDatix is on a mission to transform care delivery worldwide, ensuring every patient receives the safest, highest-quality care. Through our innovative Healthcare Operations Platform, we’re connecting data to unlock trusted insights that enable improved decision-making and help deliver safer healthcare for all. 

 

Job Description 

RLDatix (RLD) is on a mission to help raise the standard of care…everywhere. Trusted by over 10,000 healthcare organizations around the world, our solutions help improve health and care. Our applications ensure that patients receive the best and safest care while supporting the providers who deliver it. 

Joining TeamRLD means being part of a global effort of over 2,000 team members in making a difference in healthcare…every day. 

We’re searching for a Senior Advisor, FP&A to join our Global Finance team, so that we can strengthen enterprise-wide planning, forecasting, financial reporting, and business decision support across RLDatix. The Senior Advisor, FP&A will support senior leaders as a finance partner while contributing to central initiatives across people-cost planning, vendor spend, procurement workflows, driver-based modeling, and future-state product profitability, helping the business make better decisions and operate with greater financial maturity. 

 

How You’ll Spend Your Time 

  • Own and improve core FP&A processes, including planning, forecasting, month-end finance processes, budget management, variance analysis, and business performance reporting, in order to operate within a mature planning and forecast cadence 

  • Serve as a finance partner and budget liaison for senior stakeholders to translate business priorities into resource planning, budget ownership, actionable financial insights, and board-related communication 

  • Partner with Global Rewards, People, and Procurement stakeholders in order to reflect merit planning, headcount assumptions, people-cost strategies, and vendor spend accurately across budgets and financial tools 

  • Build driver-based financial models that connect business drivers, planning assumptions, and scenarios to decision-making, and help build a product profitability engine and vendor allocation model 

  • Communicate financial insights clearly to senior leaders by simplifying complex topics, telling a clear business story, and influencing decisions, while creating structure and repeatable processes in ambiguous environments 

 

What Kind of Things We’re Most Interested in You Having 

  • Traditional FP&A experience with hands-on ownership across budgeting, planning, forecasting, month-end finance processes, variance analysis, and business performance management 

  • Proven success building driver-based financial models that translate drivers such as headcount, merit increases, vendor spend, and product profitability into planning assumptions and actionable scenarios 

  • In-depth knowledge on how to build, maintain, and improve planning models, forecast tools, and scenario analyses in Excel, which is the mandatory technical skill for this role 

  • Executive-ready communication skills with the ability to present financial insights clearly and credibly to senior leaders and tailor messages for non-finance audiences 

  • Sincere interest in modernizing finance through AI-enabled workflow improvement, with exposure to people costs, vendor spend, procurement, G&A, or central FP&A especially valuable 

  • A knack for working autonomously with a builder mindset, creating structure and influencing cross-functional stakeholders. Experience with enterprise planning and reporting platforms, particularly SAP Analytics Cloud (SAC), is beneficial. A demonstrated ability to learn and adopt other financial tools such as Adaptive, Hyperion, Anaplan, Oracle EPM, or similar solutions is also valuable. 

 

By enabling flexibility in how we work and prioritizing employee wellness, we empower our team to do and be their best. Our benefits package includes health, dental, vision, life, disability insurance, 401K, paid time off, and paid holidays. 

RLDatix is an equal opportunity employer, and our employment decisions are made without regard to race, color, religion, age, gender, national origin, disability, handicap, marital status or any other status or condition protected by Federal and/or State laws. 

As part of RLDatix’s commitment to the inclusion of all qualified individuals, we ensure that persons with disabilities are provided reasonable accommodation in the job application and interview process. If reasonable accommodation is needed to participate in either step, please don’t hesitate to send a note to [email protected]. 

Salary offers are based on a wide range of factors including location, relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also taken into consideration. 

 

Skills Required

  • Hands-on traditional FP&A experience covering budgeting, planning, forecasting, month-end finance processes, variance analysis, and business performance management
  • Experience building driver-based financial models using headcount, merit increases, vendor spend, and product profitability assumptions
  • In-depth Excel expertise for planning models, forecasting tools, and scenario analysis
  • Executive-ready communication skills and ability to present financial insights to senior leaders and non-finance audiences
  • Interest in modernizing finance through AI-enabled workflow improvement
  • Experience with people costs, vendor spend, procurement, G&A, or central FP&A
  • Experience with enterprise planning and reporting platforms, particularly SAP Analytics Cloud
  • Ability to learn and adopt Adaptive, Hyperion, Anaplan, Oracle EPM, or similar financial tools
  • Ability to work autonomously, create structure, and influence cross-functional stakeholders

RLDatix Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about RLDatix and has not been reviewed or approved by RLDatix.

  • Affordable Benefits — Health coverage is often described as affordable, with HSA/FSA options and efforts to offset plan changes. Feedback suggests core medical, dental, and vision offerings deliver solid value.
  • Leave & Time Off Breadth — Generous PTO and paid holidays are consistently highlighted, supporting work-life balance. Feedback suggests time-off policies are a clear strength alongside hybrid/remote flexibility.
  • Retirement Support — A 401(k) with company matching is recognized as a meaningful component of total rewards. Feedback suggests retirement benefits are straightforward and dependable.

RLDatix Insights

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The Company
HQ: Chicago, IL
1,535 Employees
Year Founded: 2018

What We Do

At RLDatix, we believe that what flows through our software is more than bits and bytes — it’s human lives. This is our mantra, our mindset, our passion and our purpose. We deliver comprehensive healthcare software solutions designed to raise the standard of care for patients, providers and healthcare organizations around the world. What sets us apart: ? Global reach, local impact — We serve over 10,000 organizations across 30+ countries. ? Culture of purpose — Our team is united by the conviction that healthcare work is a privilege. ? Partnership mindset — We see ourselves as more than a vendor; we strive to be a trusted ally in improving patient safety and care. ? Innovation-driven — We continuously evolve our platform to help our customers stay ahead in compliance, safety, outcomes and efficiency. Join us as we continue to empower healthcare systems to do more — for their patients, staff and communities.

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