Senior Analyst, Financial Planning & Analysis

About Unlock Health Unlock Health is a full-service marketing communications agency that helps healthcare organizations make authentic connections with patients and communities. As the largest agency in the nation serving healthcare providers, Unlock manages more than 3,000 patient acquisition campaigns every month. We work with the most prestigious health systems and provider groups to build brands, integrate marketing tech, and transform digital experiences. Unlock handles nearly one dollar in every ten spent on media by hospitals and health systems. Every minute of every day of the year, a patient books an appointment for needed care as a result of Unlock’s work. Unusual for a marketing agency, Unlock Health also offers a full-stack managed care consultancy powered by unparalleled expertise, including a team that has led more than 2,100 provider negotiations across 49 states. Unlock handles everything from managed care strategy, negotiations, contract modeling and analytics, to strategic communications that get deployed when negotiations turn hostile or public. Headquartered in Nashville, Tennessee, Unlock Health is the largest and most-awarded agency exclusively focused on U.S. healthcare providers and health services.

Unlock Health

Let's get real

marketinghealthcare marketinghealthcare advertisinghealthcare digital marketingSEMhospital marketinghospital digital marketinghospital advertisingadvertisingpaid social

U

unlockhealth.com

201-500 employees

Business Consulting and Services

Nashville, TN

2023

Privately Held

8.3k LinkedIn followers

• Support monthly and quarterly forecasts and the annual budgeting process by preparing templates, coordinating stakeholder inputs, and consolidating financial projections.
• Review forecast submissions for completeness and consistency, clarify assumptions, and document changes, risks, and opportunities related to revenue, staffing, and spending.
• Prepare monthly financial reports and compare actual results with budget, forecast, and prior periods; investigate revenue and expense variances and explain the key performance drivers.
• Partner with Accounting to reconcile financial results and research differences between actuals and forecasts.
• Maintain headcount, compensation, benefits, vendor spending, and operating expense schedules to support accurate planning and reporting.
• Update financial models, dashboards, and recurring management reports; assist with cost allocations and profitability analysis.
• Perform scenario modeling and ad hoc financial analysis to help leaders evaluate business decisions.
• Translate financial findings into clear commentary, presentations, and supporting materials for business leaders, Finance leadership, and private equity partners.
• Identify opportunities to simplify forecasting and reporting, automate recurring work, and improve the consistency and reliability of financial data.
• Support the implementation and use of planning, business intelligence, and reporting tools, and maintain documentation for key processes, reporting definitions, and financial methodologies.

• You’re a curious, analytical finance professional who enjoys understanding the story behind the numbers. You bring a foundation in finance, accounting, or analytics, a careful approach to financial data, and the ability to turn analysis into clear insights. You’re comfortable collaborating across teams, asking thoughtful questions, and managing recurring deadlines while continuing to build your financial planning and analysis skills.
• As an FP&A Analyst, you’ll support financial planning, forecasting, reporting, and analysis that help the company make informed business decisions. Reporting to the Director, Financial Planning and Analysis, you’ll work closely with Finance and business stakeholders to understand performance, investigate variances, and improve reporting processes. You’ll gain broad exposure to revenue and workforce planning, expense management, financial modeling, and profitability analysis while contributing to the company’s financial and operational performance.
• 1-3 of experience in finance, accounting, analytics, or a related role; FP&A experience is preferred.
• A bachelor’s degree in Finance, Accounting, Economics, Analytics, or a related field.
• Working knowledge of financial statements, budgeting, forecasting, and variance analysis, with experience organizing and analyzing financial or operational data.
• Advanced Excel skills and proficiency in PowerPoint, with the ability to communicate financial findings clearly in writing and presentations.
• Strong attention to detail and accuracy, with the curiosity to investigate results, identify inconsistencies, and escalate issues when appropriate.
• The ability to manage multiple responsibilities, meet recurring deadlines, adapt to changing priorities, and proactively communicate progress, risks, and potential delays.
• A collaborative approach to building relationships across functions, with the ability to work independently on defined responsibilities and seek guidance when needed.
• Experience with enterprise planning or performance management systems, such as NSPB; data visualization or business intelligence tools, such as Tableau; or ERP systems, financial reporting systems, or data warehouses is a plus.
• An interest in improving processes and developing your FP&A skills; interest in applying automation and AI to finance and accounting processes is a plus.

• Health, Dental and Vision benefit packages to fit all types of lifestyles
• Life, Short- and Long-Term Disability Insurance paid 100% by the company
• 401(K) with a generous company match program
• Flexible Paid Time Off (aka- unlimited)
• Hybrid and Remote work schedules available
• Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)