Senior FP&A Analyst

Role Overview

The Senior FP&A Analyst will partner with Finance, Accounting, Operations, and business leaders throughout Woven Health Collective to provide timely, accurate, and actionable financial and operational information. This individual will play an important role in helping leaders understand business performance, identify margin-improvement opportunities, and support the Company’s growth and value-creation objectives.

What You Will Do

The Senior FP&A Analyst will support financial planning, operational performance management, Board reporting, and private equity sponsor requirements. This includes developing and maintaining financial models, preparing actual-versus-budget and actual-versus-forecast analyses, and providing financial analysis and recommendations to support revenue growth, cost management, productivity improvement, labor planning, capacity planning, capital allocation, and strategic planning.

Why It Might Be a Fit

The ideal candidate will bring at least three to five years of progressive finance experience, strong financial modeling and reporting capabilities, experience supporting Board-level reporting, and prior exposure to private equity–backed companies or sponsor-driven performance environments.

Requirements

• Bachelor’s degree in finance, Accounting, Economics, Business Administration, Healthcare Administration, or a related field.
• Minimum of three to five years of progressive experience in financial planning and analysis, corporate finance, accounting, investment banking, transaction advisory, or a related finance role.
• Experience working in a private equity–backed company or supporting private equity reporting, portfolio-company operations, lender reporting, value-creation initiatives, transaction activity, or sponsor-level analysis.
• Demonstrated experience supporting annual budget development, recurring forecasting, financial-performance reporting, and utilization or workforce-performance analysis.
• Experience preparing financial reporting, presentations, analyses, or dashboards for executive leadership and/or a Board of Directors.
• Strong knowledge of financial statements, including income statements, balance sheets, cash-flow statements, and key operating metrics.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, data analysis, scenario modeling, and financial modeling.
• Proficiency in Microsoft PowerPoint, including the ability to create polished executive and Board-level presentations.
• Strong analytical, organizational, written, and verbal communication skills.
• Demonstrated ability to manage multiple priorities, meet deadlines, exercise sound judgment, and maintain a high degree of accuracy and confidentiality.
• Must be open minded to integrating AI into reporting and model development.
• Experience in healthcare, behavioral health, professional services, multi-site operations, or another operationally intensive environment.
• Experience with ERP systems, financial-planning tools, business-intelligence platforms, workforce-management systems, or timekeeping systems.
• Experience supporting mergers and acquisitions, post-acquisition integration, financing transactions, debt compliance, lender reporting, or due diligence.
• Strong financial acumen and business judgment.
• Advanced analytical, modeling, and problem-solving skills.
• Ability to connect utilization, staffing, productivity, labor costs, revenue, margins, and profitability.
• Ability to identify the underlying business story behind financial and operational results.
• Ability to communicate complex information clearly and effectively to financial and non-financial audiences.
• Comfort working with senior leaders and managing sensitive financial and workforce information.
• High degree of attention to detail, accuracy, organization, and follow-through.
• Strong collaboration skills and a service-oriented approach to internal business partnership.
• Continuous-improvement mindset and willingness to improve reporting, planning, utilization management, and decision-support processes.