At Uprise Health our Mission is transforming the delivery and accessibility of mental and behavioral healthcare and to bring whole person care to every individual worldwide
Our Values:
Compassion: We demonstrate empathy and understanding towards individuals experiencing mental and behavioral health challenges and foster a culture of care and support within our partnered organizations.
Integrity: We operate with honesty, transparency, and ethical principles in all aspects of service delivery and organizational conduct.
Collaboration: We foster teamwork, communication, and synergy to achieve common goals and maximize collective potential.
Velocity: We are committed to delivering timely and responsive support, ensuring individuals receive the care and resources they need with efficiency and empathy.
Advocacy: We advocate for mental and behavioral health awareness and access to quality care by promoting mental wellness and reducing barriers to treatment.
Overview
The Senior FP&A Analyst plays a key role in the company's financial planning, budgeting, forecasting, and analytical functions, delivering the models, reporting, and insights that support leadership decisions across revenue, clinical operations, and corporate strategy.
This role will build and maintain financial models, support the budgeting and forecasting cycle, partner with Sales, Clinical Operations, and other business functions to provide analytical support, and help strengthen the company's reporting and planning processes as Uprise Health continues to grow and evolve. The ideal candidate combines strong technical financial modeling and analytical skills with the communication ability to partner effectively with cross-functional stakeholders.
Annual Salary $110K -$120K per year (dependent on experience)
Essential Duties and Responsibilities:
Financial Planning, Budgeting & Forecasting
- 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, opex, and capital planning.
- Partner with department leaders to compile and validate accurate, well-supported budget inputs.
- Monitor actual performance against budget and forecast, identifying and explaining variances, and developing recommendations to address material variances and emerging risks.
- Assist in developing long-range strategic and financial planning models to support multi-year growth targets.
Management & Executive Reporting
- Prepare and enhance monthly and quarterly financial reporting packages for leadership and as needed, the Board of Directors.
- Build and maintain dashboards and KPI reporting covering revenue, bookings, retention, margin, and operating metrics.
- Develop clear, insight-driven analysis of business performance, trends, and risks for leadership review.
- Partner with Accounting to ensure alignment between actuals, forecasts, and management reporting.
Business Partnering & Decision Support
- Act as an FP&A business partner to Sales, Account Management, Clinical, and Operations teams.
- Provide financial modeling and analysis to support pricing strategy, deal economics, and contract negotiations by line of business, market, and segment.
- Evaluate the financial impact of new products, partnerships, and go-to-market initiatives.
- Support ad hoc financial analysis for strategic initiatives, M&A evaluation and integration planning, and investor or lender reporting requests.
- Translate complex financial data into clear, actionable summaries for non-finance stakeholders.
- Develop business cases and ROI analyses to support resource allocation and investment decisions.
Revenue, Margin & Unit Economics Analysis
- Analyze revenue trends, client profitability, and unit economics across EAP, behavioral health, and wellbeing product lines.
- Partner with Sales to model pipeline conversion, deal sizing, and net new bookings impact on the forecast.
- Track and report on key SaaS and healthcare services metrics, including ARR, net revenue retention, and CAC/LTV where applicable.
- Identify and help quantify margin improvement opportunities and cost efficiency initiatives.
Process Improvement & Systems Support
- Support standardization of planning calendars, templates, and reporting cadences across the organization.
- Contribute to continuous improvement of financial systems, planning tools, and reporting automation. Including implementation/integration of new systems as required.
- Help ensure data integrity and consistency across financial planning tools, CRM, and accounting systems.
- May mentor junior analysts and support onboarding of new team members as the function grows.
Cross-Functional Collaboration
- Partner with Accounting, Sales Operations, HR, and Clinical Operations to align financial data across systems.
- Support GTM team with internal and external commission and bonus tracking and reporting
- Support annual audit and external reporting processes with accurate forecasts, budgets, and supporting analysis.
- Assist leadership with capital planning, resource allocation, and investment prioritization analysis.
Essential Education & Experience
Educational Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- MBA, CFA, CPA, or other relevant advanced degree/certification preferred.
Experience:
- 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.
- Experience in healthcare, behavioral health, benefits, or healthcare technology preferred.
- 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 and experience with CRM systems (e.g., Salesforce) for pipeline-linked forecasting.
Preferred Qualifications
- Experience in a high-growth, private equity-backed, or venture-backed healthcare services or SaaS environment.
- Familiarity with EAP, behavioral health, or employee benefits business models and unit economics.
- Proficiency with financial planning tools (e.g., Adaptive Insights, Anaplan, Vena), ERP/accounting systems (e.g., NetSuite), and BI/reporting platforms (e.g., Power BI, Tableau).
- Experience working in a scaling finance function during a period of rapid organizational growth.
Travel Requirements
- Minimal travel required (up to 5%) for occasional team meetings, planning offsites, or company events.
Key Success Metrics (KPIs)
- Forecast Accuracy: Drive continuous improvement in revenue and opex forecast accuracy through rigorous variance analysis and refinement of underlying assumptions.
- Reporting Timeliness: Deliver monthly reporting package inputs within 5 business days of month-end close.
- Budget Cycle Delivery: Complete assigned annual budget and long-range plan deliverables on schedule.
- Business Partnering: Deliver timely, decision-ready analysis supporting pricing, deal, and strategic initiative reviews.
- Process Improvement: Contribute to measurable reduction in manual reporting effort through tool and process improvements.
Working Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee regularly works near office equipment (telephone, computer) and other employees. The employee works in normal office conditions where there is no physical discomfort due to temperature, dust, noise, etc. Verbal and written communication, telephone usage, filing, sitting, typing, driving, reading and carrying required to perform the essential functions of this job.
Uprise Health is an equal opportunity employer. In accordance with anti-discrimination law, Uprise Health prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to 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. Uprise Health conforms to the spirit as well as to the letter of all applicable laws and regulations.
Skills Required
- 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
- Experience supporting budgeting, forecasting, and reporting processes
- Strong financial modeling skills, including multi-scenario and driver-based models
- Experience preparing financial analysis and reporting materials for leadership review
- Advanced Excel and financial modeling proficiency
- Experience with CRM systems such as Salesforce for pipeline-linked forecasting
- Experience in healthcare, behavioral health, benefits, or healthcare technology
- MBA, CFA, CPA, or another relevant advanced degree or certification
- Experience in a high-growth, private equity-backed, or venture-backed healthcare services or SaaS environment
- Familiarity with EAP, behavioral health, or employee benefits business models and unit economics
- Proficiency with financial planning tools such as Adaptive Insights, Anaplan, or Vena
- Experience with ERP or accounting systems such as NetSuite
- Experience with BI or reporting platforms such as Power BI or Tableau
- Experience working in a scaling finance function during rapid organizational growth
Uprise Health Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Uprise Health and has not been reviewed or approved by Uprise Health.
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Healthcare Strength — Medical premiums are largely employer-subsidized, and dental, vision, life/AD&D, and short- and long-term disability are listed as fully employer-paid. This structure enhances coverage depth and financial protection.
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Wellbeing & Lifestyle Benefits — Access to counseling, coaching, legal and financial consultations, and merchant discounts expands support beyond core insurance. These resources provide whole-person care aligned with mental and behavioral health needs.
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Flexible Benefits — Optional add-ons such as critical illness, hospital indemnity, accident, and pet insurance broaden choice. This breadth allows individuals to tailor coverage to their circumstances.
Uprise Health Insights
What We Do
Uprise Health offers digitally enabled employee assistance programs bolstered with personalized coaching, chronic condition management, managed behavioral health, data analytics, and substance use assessment and treatment solutions. With a focus on positive outcomes through clinically validated methods and tools, Uprise Health reduces claims and costs for organizations while improving the lives for our members. Our 30-Year Legacy is Our Foundation Founded in 1988 as IBH, we quickly emerged as a trusted behavioral health consultant to large corporations across the nation. Since that time, we have continued to evolve along with the behavioral health landscape, acquiring the expertise and products offered through several well-known, marquee organizations, including Claremont EAP, American Behavioral Health, Reliant Behavioral Health, Quality Health Solutions, Inflexxion, EAP Preferred, HMC HealthWorks, and Uprise. Today, as one company, Uprise Health uses clinically validated technology and appropriate, timely and coordinated care to transform mental health for our customers, members, and ourselves. We will pursue this transformation with the same passion we have for our family, friends and community.
