Boomerang
FP&A Analyst
- Compensation
- Not disclosed
- Location
- Corporate, Walnut Creek, CA, US
- Work setup
- Remote
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 2+ years
- Category
- Finance
- Posted
Skills
Must have
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 2-4 years of investment banking, private equity, and/or FP&A experience– experience in healthcare finance or in PE-backed operating company strongly preferred
- Strong experience with Revenue Cycle analytics, reporting, KPI development, and performance analysis; healthcare Revenue Cycle experience strongly preferred
- Demonstrated ability to analyze Revenue Cycle data, identify trends and performance drivers, and translate findings into actionable financial and operational insights
- Proficient in financial analysis, financial modeling and problem-solving
- Fluency in three-statement financial modeling
- Strong understanding of financial statements and key performance metrics
- Advanced Excel skills (financial modeling, complex formulas, pivot tables, scenario analysis)
- Ability to analyze financial data and prepare financial reports and projections
- Knowledge of debt instruments in terms of reporting and covenant compliance management
- Advanced Microsoft Excel and PowerPoint skills
- Experience with NetSuite a plus
- Articulate with excellent verbal and written communication skills
- Go-getter mentality, a "no job too big or small" attitude. Highly driven and self-motivated
- Detail-oriented, highly organized, and resourceful
- Deals effectively with ambiguity and thrives in fast-moving environment
- Exceptional interpersonal skills: ability to build and maintain effective cross-functional relationships
- CFA (or progress toward), or relevant certifications a plus
Full description
The FP&A Analyst supports financial planning, forecasting, and strategic decision-making within a fast-paced, private equity–sponsored healthcare organization. The role focuses on delivering financial analysis and modeling that inform operational performance, strategic initiatives, and value creation. This position works closely with finance leadership and operational partners to translate business drivers into actionable insights.
The FP&A Analyst plays a central role in budgeting, forecasting, variance analysis, and ad hoc strategic modeling, with regular exposure to senior leadership and private equity stakeholders. The role operates in a dynamic environment and contributes to disciplined financial management and continuous improvement of planning and reporting processes.
*This is a remote role. We are only hiring in the following states: AZ, CA, NM, NV, OR, and WA.
What you will do:
- Support annual budgeting, quarterly reforecasting, and long-range planning processes
- Prepare and analyze monthly financial results, including variance analysis versus budget, forecast, and prior periods
- Build and maintain complex financial models, including fully integrated three-statement models (income statement, balance sheet, and cash flow)
- Develop scenario and sensitivity analyses to support strategic initiatives, growth investments, and cost optimization
- Assist with operational and strategic modeling related to new initiatives, pricing, volume, staffing, and capital investments
- Support lender and PE reporting requirements as needed
- Partner closely with operational leaders (clinical, operations, revenue cycle, etc.) to understand business drivers and translate them into financial insights
- Develop and maintain a heavy focus on Revenue Cycle analytics and reporting, including key performance indicators, trends, productivity, collections, reimbursement, denials, and other revenue cycle drivers
- Analyze Revenue Cycle performance and identify trends, variances, opportunities, and risks that impact financial performance and overall organizational results
- Create and enhance Revenue Cycle dashboards and reporting tools to provide clear, actionable insights to finance and operational leadership
- Partner closely with Revenue Cycle leadership to evaluate performance, understand underlying business drivers, and translate operational data into financial insights and recommendations
- Monitor Revenue Cycle KPIs and develop recurring reporting to support accountability, performance improvement, forecasting, and strategic decision-making
- Provide actionable recommendations to guide strategic and operational decision-making
- Help improve financial discipline and KPI tracking across the organization
- Create and enhance Excel-based financial models, dashboards, and reporting tools