Join us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.
Senior Financial Planning and Analysis Associate
Position Summary: The Financial Planning & Analysis Sr. Analyst is responsible for analyzing and interpreting the company’s topline revenue results and forecasts from both financial and operational perspectives. This role supports financial planning and analysis across critical business areas and serves as a strategic partner to sales and operations leadership. The Sr. Analyst helps build and maintain a data-driven infrastructure to support continued business growth and provides key insights on growth initiatives and strategic priorities.
Essential Functions (Duties and Responsibilities):
- Manage the monthly calculation and reporting of company revenue and related growth drivers for the executive team and business partners, including analysis of actual results versus budget and forecast.
- Prepare presentations for monthly CFO meetings, Board of Directors sessions, and other corporate forums.
- Assist in developing the annual revenue budget and monthly revenue forecasts for key budget owners.
- Collaborate to develop and enhance models and analytical frameworks that directly link business performance and management decisions to topline growth.
- Create innovative datasets and analyses to support topline growth in collaboration with FP&A business partners.
- Partner with the FP&A team and the Controllers’ organization to continuously improve financial processes and procedures.
- Perform other duties as assigned by FP&A leadership and/or the Chief Financial Officer.
Education & Experience Required:
- Bachelor’s degree in a related field.
- Three to five years of progressive financial planning and analysis experience.
- Strong background in financial analysis, advanced modeling capabilities, and effective business communication skills.
Knowledge & Skills:
- Solid understanding of finance and accounting principles.
- Financial modeling and data analysis experience required; advanced proficiency in MS Excel is essential.
- Exposure to/willingness to learn SQL.
- Familiarity with Anaplan and Snowflake is a plus.
- Excellent verbal and written communication skills, with the ability to interface effectively across all levels of the organization.
- Sharp attention to detail and accuracy.
- Proactive, self-starting, and results-oriented team player.
- Demonstrates structured, analytical thinking to identify root causes and deliver effective, data-driven solutions to complex business challenges.
- Proven ability to handle confidential information with discretion and maintain strict confidentiality.
About athenahealth
Our vision: In an industry that becomes more complex by the day, we stand for simplicity. We offer IT solutions and expert services that eliminate the daily hurdles preventing healthcare providers from focusing entirely on their patients — powered by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.
Our company culture: Our talented employees — or athenistas, as we call ourselves — spark the innovation and passion needed to accomplish our vision. We are a diverse group of dreamers and do-ers with unique knowledge, expertise, backgrounds, and perspectives. We unite as mission-driven problem-solvers with a deep desire to achieve our vision and make our time here count. Our award-winning culture is built around shared values of inclusiveness, accountability, and support.
Our DEI commitment: Our vision of accessible, high-quality, and sustainable healthcare for all requires addressing the inequities that stand in the way. That's one reason we prioritize diversity, equity, and inclusion in every aspect of our business, from attracting and sustaining a diverse workforce to maintaining an inclusive environment for athenistas, our partners, customers and the communities where we work and serve.
What we can do for you:
Along with health and financial benefits, athenistas enjoy perks specific to each location, including commuter support, employee assistance programs, tuition assistance, employee resource groups, and collaborative workspaces — some offices even welcome dogs.
We also encourage a better work-life balance for athenistas with our flexibility. While we know in-office collaboration is critical to our vision, we recognize that not all work needs to be done within an office environment, full-time. With consistent communication and digital collaboration tools, athenahealth enables employees to find a balance that feels fulfilling and productive for each individual situation.
In addition to our traditional benefits and perks, we sponsor events throughout the year, including book clubs, external speakers, and hackathons. We provide athenistas with a company culture based on learning, the support of an engaged team, and an inclusive environment where all employees are valued.
Learn more about our culture and benefits here: athenahealth.com/careers
https://www.athenahealth.com/careers/equal-opportunity
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