FP&A and M&A Analyst

Position Overview:

The FP&A Business Associate will support the company’s financial planning and analysis function. The role is an individual contributor responsible for building and maintaining reports for forecasting and budgeting, as well as performing financial analysis for Freedom Care’s various entities and lines of business.

Key Responsibilities:

• Develop, implement, and automate weekly, monthly, and quarterly FP&A and reporting processes
• Monitor the organization’s three statements and provide insights on improving overall financial efficiencies
• Partner with the Accounting and Finance teams to design and maintain the chart of accounts to ensure clarity and accuracy of the three statements
• Conduct in-depth ad-hoc analysis on financial performance, highlighting key trends, financial / operational ratios, variances, and risks to support management’s business decisions
• Work closely with the state operations, internal launch teams and marketing teams to build state-specific financial forecasts that align with the organization’s growth strategies

Cross-Functional Support:

• Collaborate with internal departments and our external vendors to collect and validate data to create business analysis and financial projections
• Partner closely with cross-functional teams such as Accounting, Finance, Marketing, and Operations to gather data and provide financial insights. Support business units to help align goals with operational plans and growth initiatives
• Special Projects (M&A Due Diligence and Integration) – evaluating potential target’s key financial and operational metrics; provide analysis to help achieve operational and financial synergies

Credentials:

• Bachelor’s degree in Finance, Accounting, Business, Economics, or any quantitative fields

Qualifications:

• 3+ years of relevant experience in finance, FP&A, or corporate finance
• Proficiency and relevant experience in financial modeling, forecasting, automation, and reporting
• The Financial Planning & Analysis Associate is a developed professional with a full understanding of the FP&A / M&A field and will possess strong business acumen as well as the following competencies:
  • Financial Knowledge: Deep understanding of the three financial statements and their interrelationships; use of financial ratios; basic understanding of valuation methods
  • Technical Proficiency: Proficient in MS Excel and PowerPoint is essential. Experience with data analysis, data visualization or business intelligence tools (Tableau, PowerBI), and automation (python, VBA) is highly desirable
  • Leadership Reporting: Demonstrated ability to build and deliver polished materials for leadership meetings, including presentations, dashboards, and reports, translating complex financial analysis into clear takeaways
  • Team Player: Demonstrated ability to work as an effective team player in a professional setting
  • Analytical Skills: Ability to analyze and communicate complex financial concepts and issues
  • Project Management: Ability to manage multiple projects and coordinate across departments
  • Communication: Effective written and verbal communication skills for presentations and reports
  • Problem-solving: Works on issues of moderate to diverse scope. Demonstrated ability to identify issues, conduct research and propose solutions. Demonstrates good judgment in selecting methods and techniques for obtaining solutions
  • Self-Directed: Works independently, receives moderate to minimal guidance and direction depending on the complexity of the task