Senior Analyst, Financial Planning & Analysis

As a Senior Analyst on the FP&A team, you will help Strata plan for the future and make informed financial decisions. You will support the company's expense planning, budgeting, forecasting, and performance analysis, partnering closely with the VP of Finance, Accounting, and business leaders. You'll translate operating activity into clear financial insights, strengthen spending discipline, and help teams manage resources effectively while supporting scalable growth and profitability. The company operates at the intersection of healthcare and technology.

Responsibilities

Maintain and enhance expense forecasting, budgeting, and long-range planning models across departments and cost centers; Prepare monthly and quarterly expense reporting, including budget-to-actual and forecast variance analysis, trend commentary, and KPI tracking; Partner with department leaders to develop spending forecasts, identify risks and opportunities, and improve cost visibility and accountability; Analyze software, infrastructure, commissions, marketing, travel, and other operating expense drivers to support resource allocation decisions; Build scenarios and business cases that evaluate spending alternatives, cost savings initiatives, and investment tradeoffs; Improve recurring reporting and forecasting processes through standardized templates, automation, and effective use of financial systems; Collaborate with Accounting, People, Technology, and other functional teams to ensure expense data is complete, accurate, and aligned

Requirements

3+ years of progressive finance, FP&A, accounting, or related analytical experience, including meaningful responsibility for expense planning and reporting; Strong experience with operating expense forecasting, budgeting, variance analysis, and cost-center reporting; Advanced Excel and financial modeling skills, with proficiency in financial systems such as NetSuite, Adaptive Insights, or similar platforms; Ability to synthesize detailed financial data, identify key drivers, and communicate clear conclusions and recommendations to non-finance stakeholders; Strong attention to detail, sound judgment, and a track record of producing accurate, timely analysis in a fast-paced environment; Experience using automation, business intelligence, and AI-enabled tools to improve financial reporting and planning processes; Collaborative, proactive approach with the ability to manage multiple priorities and work independently while maintaining strong cross-functional relationships; Bachelor's degree in Finance, Accounting, Economics, or a related field

Nice to have

SaaS, technology, or healthcare experience; MBA, CPA, or other relevant certification

Benefits

Discretionary variable pay programs based on role; Retirement benefits; Health and welfare benefits; Paid time off; Parental leave; Life and accident insurance; Other voluntary and well-being benefits