Financial Planning And Analysis Analyst

How you’ll make an impact: 

As a Senior Analyst on our FP&A team, you will help Strata plan for the future and make informed financial decisions so we can empower the vital missions of our customers. 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. 

This isn’t just about crunching numbers—it’s about turning expense data into actionable insight for a company operating at the intersection of healthcare and technology. In this role, you will: 

• 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 

What we’re looking for: 

• 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; SaaS, technology, or healthcare experience is a plus 

• 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