Senior Financial Planning & Analysis Analyst

Job Title: Senior Financial Planning & Analysis Analyst

About Us:

On a mission to deliver affordable, delightful healthcare for all, First Stop Health provides connected, whole-person virtual care to employers 24/7 through app, website, or phone in all 50 states. First Stop Health prioritizes an engaging and easy-to-use experience, setting people on healthier journeys through care at multiple stages. We are proud to be recognized as one of Fast Company’s Most Innovative Companies.

First Stop Health offers a comprehensive benefits package that includes various health and medical coverage options, dental and vision coverage, disability and life coverage, making healthcare easily accessible. For those that choose to waive medical coverage a monthly medical waiver allowance will be provided.

First Stop Health offers a remote-first work environment and flexible paid time off, including Summer Fridays. Furthermore, the employer match 401k plan and monthly phone stipend demonstrates the company's commitment to employee financial well-being. The First Stop Health membership benefit is another added perk for employees and provides our virtual care solutions -- Urgent Care, Mental Health, and Primary Care -- from their very first day!

Job Description:

We are seeking a detail-oriented and experienced Senior Financial Planning & Analysis Analyst to join our Finance team. This role will help drive financial planning, forecasting, reporting and strategic decision support across the business. Key responsibilities include partnering with business leaders, building scalable forecasting and budgeting processes, preparing management reporting, and helping to improve financial visibility as the company continues to scale.

Responsibilities:

Annual Budgeting Process

• Assist in planning and coordination of annual budget timeline and coordination with business leaders
• Develop annual Budget models based on historical financials and Key Performance Indicators (KPI’s), market and economic conditions and company strategies
• Create financial projections, and act as key business partner in supporting investment and management decisions

Monthly Forecasting and Reporting

• Build and maintain financial models to support revenue forecasting, headcount planning, expense management, cash planning, and scenario analysis
• Prepare monthly reporting and key metrics reporting analysis for senior leadership and Board of Directors
• Provide insights into actual performance versus budget and forecast, identifying risks, opportunities, and key business drivers
• Assist with headcount planning, including hiring forecasts, compensation modeling, workforce reporting, and department-level expense planning
• Develop and improve dashboards, KPI reporting, and financial tools that increase transparency and accountability across the organization
• Collaborate with Accounting during month-end close to ensure accurate reporting, accruals, expense classification, and variance explanations
• Partner with department leaders across Sales, Marketing, Customer Success, Product, Engineering, IT, HR and Operations to manage budgets, track performance, and provide financial guidance

Requirements:

• Bachelor's degree in accounting, finance or related field
• 7-10+ years of progressive accounting and/or finance experience, preferably in both public accounting and corporate environments
• Strong analytical skills, attention to detail, and problem-solving abilities
• High attention to detail with the ability to also see the broader strategic picture
• Excellent communication skills and ability to work independently and as part of a team

First Stop Health is committed to diversity, equity, inclusion, and belonging. Research shows that women, people of color and other historically underrepresented groups tend to only apply to jobs in which they meet all the job requirements. Unsure if you check every box? Apply. We would love to consider your unique experiences and how you could make First Stop Health even better.

To learn more about First Stop Health, visit www.fshealth.com and if you require any assistance during the application process or have questions, please don't hesitate to contact our talent acquisition team via email at [email protected]