Senior Financial Planning and Analysis Associate
athenahealth
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Job Description
- The FP&A team partners across the business to turn financial data into actionable insights that drive strategic decision-making and operational performance. They own forecasting and budgeting (including cash flow and three-statement models), produce executive-level reporting and scenario analysis for the CEO/CFO, and translate company priorities into measurable financial plans and KPIs.
- Expanded description: As a member of the FP&A team you will work with leaders across finance, product, sales, and operations to develop forward-looking financial plans and operational metrics. You will build and maintain cash flow models, lead rolling forecasts, and produce variance analyses that clarify drivers of performance. Your work will support monthly close packs, management reporting, and deep-dive analyses that inform resource allocation and strategic trade-offs. The team values clear storytelling with data, repeatable modeling practices, and collaborative problem solving to help the company meet financial targets and respond to changing market conditions.
- Develop and maintain detailed cash flow models that support short- and medium-term liquidity planning.
- Prepare and update rolling forecasts and scenario analyses to reflect business drivers and strategic initiatives.
- Analyze monthly and quarterly variances between actuals and forecasts; summarize key drivers and recommend actions.
- Build and maintain three-statement financial models to support budgeting, forecasting, and decision-making.
- Produce executive-level reports and presentations that translate complex financial results into clear insights and recommendations.
- Partner with cross-functional stakeholders to gather inputs, validate assumptions, and improve forecast accuracy.
- Automate data preparation and reporting processes to increase efficiency and reduce manual effort.
- Monitor key financial and operational KPIs, flag risks or opportunities, and provide ad hoc analysis when requested.
- Use AI-assisted tools (for example, to accelerate data reconciliation, generate initial scenario sets, or surface anomaly candidates) to enhance forecasting efficiency and ensure outputs are validated against source data and documented assumptions.
- Mentor junior analysts and contribute to improvements in FP&A processes and documentation.
- Support monthly close activities and coordinate with accounting teams to reconcile balances used in reporting.
- Assist in the annual budgeting process and periodic reforecast cycles.
- Participate in cross-functional projects that require financial modeling or business case development.
- Help maintain and improve reporting dashboards and data visualizations for broader stakeholder use.
- Contribute to ad hoc financial analyses such as pricing, margin improvement, or investment evaluations.
- Support audits or external requests for financial information as needed.
- 6-10 years of professional experience in financial planning and analysis, corporate finance, or related roles.
- Demonstrated experience building cash flow models, forecasts, and variance analyses.
- Strong proficiency with financial modeling and Excel; experience with financial planning tools or BI platforms (for example: Anaplan, Adaptive, Tableau, Power BI, or equivalent).
- Experience translating financial results into executive-level presentations and actionable recommendations.
- Familiarity with accounting concepts and the monthly close process.
- Strong analytical and communication skills, with experience working cross-functionally to gather inputs and influence outcomes.
- Bachelors degree in Finance, Accounting, Economics, or a related field; advanced degree or professional certification (e.g., CFA, CPA) is a plus.
About The Company
athenahealth
athenahealth strives to cure complexity and simplify the practice of healthcare. Our innovative technology includes electronic health records, revenue cycle management, and patient engagement solutions that help healthcare providers, administrators, and practices eliminate friction for patients while getting paid efficiently. athenahealth partners with practices with purpose-built software backed by expertise to produce the insights needed to drive better clinical and financial outcomes. We’re inspired by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all. Our vibrant and talented employees spark the innovation and passion needed to accomplish our goals. We continue to expand our workforce with amazing people who bring diverse backgrounds, experiences, and perspectives at every level, and foster an environment where we each feel comfortable bringing their best selves to work. Our dedication to creating an exceptional workplace has been recognized with several prestigious awards. We've been honored as a 2024 Top Workplaces USA, named a Forbes 2024 America's Best Mid-Size employers, and celebrated as one of 2023 Glassdoor Best Large Companies to Work For. Additionally, we've been acknowledged as a 2023 Top Workplace in Austin, one of the 2023 Best Places to Work in Maine and a 2023 Top Workplace in MA by the Boston Globe. These accolades are a testament to our vibrant and diverse team that fuels innovation at athenahealth.
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