Senior Financial Analyst (Product & Delivery FP&A) at symplr

Job description

Overview The Senior Financial Analyst will join the FP&A organization, reporting to the Senior Director, Product and Delivery Services. The role integrates the revenue and functional plans developed by Finance Business Partner (FBP) teams into a coherent outlook for revenue, gross margin, operating expenses, EBITDA, and other key financial outcomes; validates cross-functional assumptions and dependencies; and translates consolidated results into actionable company-level analysis. The position works closely with FP&A teams supporting Product and Professional Services. Duties & Responsibilities • Own and continuously improve the company’s consolidated financial model, integrating validated functional assumptions and model outputs across revenue, gross margin, labor, operating expenses, EBITDA, and other material financial measures into the forecast, annual budget, and long-range plan. • Partner with FBP teams to capture, understand, and consolidate functional models and forecasts, including revenue, Professional Services, CVO, Product labor, and other operating models. • Maintain clear links and reconciliations among functional models, the consolidated P&L model, reported actuals, and executive reporting, partnering with Accounting to resolve material differences. • Evaluate functional plans for internal consistency and identify cross-functional dependencies, gaps, duplicate assumptions, conflicting inputs, risks, opportunities, and management actions. • Develop scenario and sensitivity analyses that translate changes in functional drivers into consolidated P&L outcomes and actionable recommendations. • Support the Monthly Reporting Package and executive reporting by providing consolidated financial analysis, KPI reporting, validated model outputs, company-level scenarios, and key risks and opportunities. • Analyze department-level variances and collaborate with FBPs to connect functional explanations to consolidated financial impacts. • Support the Finance Business Partner for designated functions, including budgeting, forecasting, monthly analysis, headcount and purchase-request review, business cases, ad hoc decision support, and recommendations to functional leaders. • Partner with systems resources and external consultants to document and implement approved consolidation logic, model connections, and metric calculations within the planning environment. • Establish and maintain model documentation, assumption tracking, data-validation controls, and governance standards, while identifying opportunities to automate recurring consolidations, reconciliations, scenario analyses, and KPI reporting. • Present financial findings, scenarios, implications, and recommendations clearly to FP&A leadership and other stakeholders. • Facilitate FP&A’s ownership of final executive deliverables and the consolidated financial narrative by providing validated consolidated outputs, metrics, scenarios, and analytical support. • Perform other duties and projects as assigned. Skills Required • Strong financial modeling, analytical, critical-thinking, and problem-solving skills, with the ability to integrate multiple functional models into a consolidated company view. • Strong understanding of income-statement relationships, forecasting, budgeting, long-range planning, variance analysis, and financial scenario modeling. • Excellent written and verbal communication and business-partnering skills, including the ability to explain model results to technical and non-technical stakeholders and work effectively across FP&A, Accounting, and business leadership. • Advanced proficiency in Excel and experience working with financial planning platforms; working knowledge of data-querying, analytics, and visualization tools preferred. • Strong organizational and documentation skills, including model governance, assumption tracking, metric definitions, and process documentation. • Ability to manage multiple priorities and recurring deliverables in a fast-paced environment, with strong attention to detail and an understanding of broader business and financial implications. Qualifications Required: • Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field. • 5+ years of relevant experience in FP&A, corporate finance, financial modeling, or a related analytical role. • Demonstrated experience building or maintaining consolidated P&L forecasts and financial models. • Experience consolidating inputs from multiple functions, business units, or operating models. • Experience supporting annual budgets, rolling forecasts, long-range plans, and scenario-planning processes. • Experience defining, calculating, or governing company-level financial and operating metrics. • Experience providing FP&A support to business functions and their leaders. • Experience in a SaaS or other subscription-based business preferred. • Experience in a private equity-backed environment preferred. • Familiarity with planning systems (e.g., Adaptive) and BI tools (e.g., Power BI) preferred • Experience working with ERP, CRM, business intelligence, or financial data sources preferred. Min USD $100,000.00/Yr. Max USD $120,000.00/Yr.

Requirements

Must-haves

Duties & Responsibilities
Partner with FBP teams to capture, understand, and consolidate functional models and forecasts, including revenue, Professional Services, CVO, Product labor, and other operating models.
Maintain clear links and reconciliations among functional models, the consolidated P&L model, reported actuals, and executive reporting, partnering with Accounting to resolve material differences.
Evaluate functional plans for internal consistency and identify cross-functional dependencies, gaps, duplicate assumptions, conflicting inputs, risks, opportunities, and management actions.
Develop scenario and sensitivity analyses that translate changes in functional drivers into consolidated P&L outcomes and actionable recommendations.
Support the Monthly Reporting Package and executive reporting by providing consolidated financial analysis, KPI reporting, validated model outputs, company-level scenarios, and key risks and opportunities.
Analyze department-level variances and collaborate with FBPs to connect functional explanations to consolidated financial impacts.
Partner with systems resources and external consultants to document and implement approved consolidation logic, model connections, and metric calculations within the planning environment.
Present financial findings, scenarios, implications, and recommendations clearly to FP&A leadership and other stakeholders.
Facilitate FP&A’s ownership of final executive deliverables and the consolidated financial narrative by providing validated consolidated outputs, metrics, scenarios, and analytical support.
Perform other duties and projects as assigned.
Skills Required
Strong financial modeling, analytical, critical-thinking, and problem-solving skills, with the ability to integrate multiple functional models into a consolidated company view.
Strong understanding of income-statement relationships, forecasting, budgeting, long-range planning, variance analysis, and financial scenario modeling.
Strong organizational and documentation skills, including model governance, assumption tracking, metric definitions, and process documentation.
Ability to manage multiple priorities and recurring deliverables in a fast-paced environment, with strong attention to detail and an understanding of broader business and financial implications.
Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
5+ years of relevant experience in FP&A, corporate finance, financial modeling, or a related analytical role.
Demonstrated experience building or maintaining consolidated P&L forecasts and financial models.

Nice-to-haves

Advanced proficiency in Excel and experience working with financial planning platforms; working knowledge of data-querying, analytics, and visualization tools preferred.
Experience in a SaaS or other subscription-based business preferred.
Experience in a private equity-backed environment preferred.
Familiarity with planning systems (e.g., Adaptive) and BI tools (e.g., Power BI) preferred
Experience working with ERP, CRM, business intelligence, or financial data sources preferred.

Application prep

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Effort: medium