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Financial Analyst Financial Planning And Analysis Jobs

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Financial Analyst - Financial Planning & Analysis Department: Finance / Revenue Cycle / Operations Reports To: CFO FLSA Status: Exempt Job Summary: Financial Analyst - Financial Planning & Analysis ...

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Prepare recurring and ad hoc financial reports for stakeholders. * Assist with variance analysis ... Financial Planning Analyst II * Analyze financial results and identify key drivers, trends, and ...

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Financial Analyst Financial Planning And Analysis information

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$38.5K

$88.1K

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How much do financial analyst financial planning and analysis jobs pay per year?

As of Jul 31, 2026, the average yearly pay for financial analyst financial planning and analysis in the United States is $88,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $110,500.00 per year, depending on experience, location, and employer.

Is FP&A a stressful job?

Financial Planning and Analysis (FP&A) roles can be stressful due to tight deadlines, high accuracy requirements, and the need to provide critical financial insights for decision-making. The workload may fluctuate with fiscal cycles, and strong analytical skills and attention to detail are essential to manage the pressure effectively.

What are the key skills and qualifications needed to thrive as a Financial Analyst in Financial Planning and Analysis (FP&A), and why are they important?

To excel as a Financial Analyst in FP&A, you need strong analytical abilities, financial modeling expertise, and a solid foundation in accounting or finance, usually supported by a relevant degree. Familiarity with advanced Excel functions, financial reporting systems like SAP or Oracle, and certifications such as CFA or CPA are highly beneficial. Attention to detail, effective communication, and problem-solving skills help analysts deliver actionable insights and collaborate across departments. These competencies enable accurate forecasting, strategic decision-making, and effective resource allocation essential for organizational success.

What does a Financial Analyst in Financial Planning and Analysis (FP&A) do?

A Financial Analyst in Financial Planning and Analysis (FP&A) plays a crucial role in helping organizations understand their financial position and make informed business decisions. They are responsible for budgeting, forecasting, analyzing financial data, and preparing reports that guide management on financial strategy. Their work involves evaluating trends, monitoring key performance indicators, and identifying areas for cost savings or growth. FP&A analysts often collaborate with different departments to provide insights and ensure the company meets its financial goals.

Is FP&A a high paying career?

Financial Planning and Analysis (FP&A) is generally considered a well-paying role within finance, with salaries often increasing with experience, certifications like CFA or CPA, and the size of the company. Entry-level FP&A analysts typically earn competitive salaries, and senior analysts or managers can earn significantly higher compensation, especially in large corporations or financial hubs.

What does a financial planning and analysis analyst do?

A financial planning and analysis (FP&A) analyst is responsible for preparing financial reports, budgeting, forecasting, and analyzing financial data to support business decision-making. They use tools like Excel and financial modeling techniques to evaluate company performance and identify financial trends, often working closely with management to develop strategic plans.

Is FP&A an entry level job?

Financial Planning and Analysis (FP&A) roles can be entry-level, but many positions require some prior experience or internships in finance or accounting. Entry-level FP&A jobs typically involve supporting senior analysts with data analysis, budgeting, and reporting, and may require proficiency in Excel and financial modeling.

How does a Financial Analyst in Financial Planning and Analysis typically collaborate with other departments within an organization?

A Financial Analyst in FP&A works closely with departments such as operations, sales, and marketing to gather data, understand business drivers, and forecast financial performance. Regular collaboration is required to align budgets, analyze variances, and provide actionable insights to support strategic decisions. Effective communication and relationship-building skills are essential, as the analyst often translates complex financial data into clear recommendations for non-financial stakeholders.
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Financial Analyst - Financial Planning & Analysis

XceedSearch.com

Mesa, AZ • On-site

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 hours ago

Posted today

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Job description

Financial Analyst - Financial Planning & Analysis

Department: Finance / Revenue Cycle / Operations

Reports To: CFO

FLSA Status: Exempt

Job Summary:

Financial Analyst - Financial Planning & Analysis is responsible for collecting, analyzing, and reporting financial data related to healthcare operations, revenue cycle, payer performance, and patient services. This role provides actionable insights and supports decision-making for leadership through accurate financial forecasting, cost analysis, and performance benchmarking.

Key Responsibilities:

  • Analyze financial data including revenue, expenses, AR aging, compensation and margin reports to support strategic initiatives
  • Monitor and report on key performance indicators (KPIs), such as Days in AR, Denial Rates, Collections, and Cost per Encounter
  • Develop and maintain financial models to forecast revenue, costs, and profitability for service lines or departments
  • Provide monthly and quarterly financial reports and variance analysis against budget and prior periods
  • Partner with clinical, operational, and revenue cycle teams to evaluate financial impacts of process changes or strategic initiatives
  • Interpret payer contracts and reimbursement trends to support contract negotiations and revenue optimization
  • Support budgeting and forecasting processes, including gathering data, validating assumptions, and identifying risks or opportunities
  • Assist with audits, regulatory reporting, and compliance with internal controls
  • Use tools like Excel, Tableau, Power BI, or EHR/ERP systems (e.g., Athena, Epic, Cerner, Meditech, Oracle, or Workday) for reporting and analysis

Qualifications:

Education:

  • Bachelor’s degree in Finance, Accounting, Healthcare Administration, Economics, or related field (required)
  • Master’s degree or CPA/CHFP/CMA designation (preferred)

Experience:

  • 2–5 years of experience in financial analysis, preferably in a healthcare setting (hospital, clinic, or health system)
  • 2-5 years of experience with forecasting, budgeting and compensation models
  • Experience with healthcare revenue cycle operations and payer reimbursement models is a plus
  • Advanced Excel skills with pivot tables, V-Lookup experience
  • Athena and QuickBooks Online experience is a plus

Skills:

  • Strong analytical, problem-solving, and communication skills
  • Proficient in Excel, financial modeling, and data visualization
  • Familiarity with healthcare analytics, costing, benchmarking, and industry metrics
  • Familiarity with accounting and financial reporting systems
  • Ability to manage multiple projects and deadlines in a fast-paced environment

Preferred Knowledge Areas:

  • Revenue Cycle KPIs (e.g., DNFB, A/R Aging, Collections)
  • Healthcare cost accounting and compensation analytics
  • Medicare/Medicaid and commercial payer reimbursement methodologies
  • Value-based care models and healthcare finance trends

Job Type: Full-time

Pay: $85,000.00 - $110,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

Education:

  • Bachelor's (Required)

Experience:

  • QuickBooks: 1 year (Preferred)
  • Athenahealth: 1 year (Preferred)
  • Budgeting: 1 year (Required)
  • Forecasting: 2 years (Required)
  • Healthcare: 2 years (Preferred)

Location:

  • Mesa, AZ 85202 (Required)