Surgery Partners
Financial Planning and Analysis (FP&A) Analyst
Surgery Partners, Nashville, Tennessee, United States, 37247
Financial Planning and Analysis (FP&A) Analyst
This is a hybrid position based at our corporate office in Brentwood, TN, with on-site work required Monday through Wednesday.
Position Summary The Financial Planning and Analysis (FP&A) Analyst plays a key role within the Corporate Finance organization, supporting strategic decision‑making through critical financial analysis and reporting. This position will assist in preparing and delivering financial insights used by the executive leadership team and board of directors.
The ideal candidate demonstrates strong financial and analytical skills, solid business acumen, excellent organizational capabilities, and effective communication. The FP&A Analyst will thrive in a fast‑paced, dynamic environment and contribute to the company’s long‑term business goals through data‑driven insights and collaboration across departments.
Essential Duties and Responsibilities Collaborate with cross‑functional teams (Accounting, Operations, Development, and Corporate Finance) to align on performance metrics, monthly results, forecasts, and risk/opportunity assessments. Leverage financial and operational data to create and enhance management reporting for assigned business lines and/or enterprise‑level reporting. Support the enhancement of monthly financial reporting by integrating operational data to improve enterprise performance visibility. Analyze financial and operational trends to identify opportunities and communicate key insights to leadership. Assist in developing and maintaining management reports for monthly, quarterly, and annual analysis, including profitability, segment metrics, and capital utilization. Support the consolidation and analysis of annual budgets and forecasts. Present financial and operational results on a regular and ad‑hoc basis to stakeholders. Contribute to the development of performance dashboards and predictive financial models. Perform additional duties and projects as assigned.
Qualifications Education Bachelor’s degree in Finance, Accounting, Mathematics, or a related field required. MBA or CPA strongly preferred.
Experience Minimum of 2 years of relevant experience in financial planning, financial analysis, data mining, or financial modeling. FP&A, accounting, and/or financial consolidation background preferred. Experience using financial systems and advanced Excel skills (financial modeling, data management). Experience working cross‑functionally with stakeholders across multiple business functions. Healthcare, hospital, ASC, or joint venture industry experience preferred.
Skills and Competencies Strong analytical and problem‑solving abilities. Exceptional communication and presentation skills. High attention to detail and strong organizational skills. Proven ability to interpret data and tell a clear business story through numbers. Self‑starter with the ability to work independently and manage multiple priorities in a fast‑paced environment.
Benefits Comprehensive health, dental, and vision insurance Health Savings Account with an employer contribution Life Insurance PTO 401(k) retirement plan with a company match And more!
ENVIRONMENTAL/WORKING CONDITIONS Normal busy office environment with much telephone work. Possible long hours as needed. The description is intended to provide only basic guidelines for meeting job requirements. Responsibilities, knowledge, skills, abilities and working conditions may change as needs evolve.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Position Summary The Financial Planning and Analysis (FP&A) Analyst plays a key role within the Corporate Finance organization, supporting strategic decision‑making through critical financial analysis and reporting. This position will assist in preparing and delivering financial insights used by the executive leadership team and board of directors.
The ideal candidate demonstrates strong financial and analytical skills, solid business acumen, excellent organizational capabilities, and effective communication. The FP&A Analyst will thrive in a fast‑paced, dynamic environment and contribute to the company’s long‑term business goals through data‑driven insights and collaboration across departments.
Essential Duties and Responsibilities Collaborate with cross‑functional teams (Accounting, Operations, Development, and Corporate Finance) to align on performance metrics, monthly results, forecasts, and risk/opportunity assessments. Leverage financial and operational data to create and enhance management reporting for assigned business lines and/or enterprise‑level reporting. Support the enhancement of monthly financial reporting by integrating operational data to improve enterprise performance visibility. Analyze financial and operational trends to identify opportunities and communicate key insights to leadership. Assist in developing and maintaining management reports for monthly, quarterly, and annual analysis, including profitability, segment metrics, and capital utilization. Support the consolidation and analysis of annual budgets and forecasts. Present financial and operational results on a regular and ad‑hoc basis to stakeholders. Contribute to the development of performance dashboards and predictive financial models. Perform additional duties and projects as assigned.
Qualifications Education Bachelor’s degree in Finance, Accounting, Mathematics, or a related field required. MBA or CPA strongly preferred.
Experience Minimum of 2 years of relevant experience in financial planning, financial analysis, data mining, or financial modeling. FP&A, accounting, and/or financial consolidation background preferred. Experience using financial systems and advanced Excel skills (financial modeling, data management). Experience working cross‑functionally with stakeholders across multiple business functions. Healthcare, hospital, ASC, or joint venture industry experience preferred.
Skills and Competencies Strong analytical and problem‑solving abilities. Exceptional communication and presentation skills. High attention to detail and strong organizational skills. Proven ability to interpret data and tell a clear business story through numbers. Self‑starter with the ability to work independently and manage multiple priorities in a fast‑paced environment.
Benefits Comprehensive health, dental, and vision insurance Health Savings Account with an employer contribution Life Insurance PTO 401(k) retirement plan with a company match And more!
ENVIRONMENTAL/WORKING CONDITIONS Normal busy office environment with much telephone work. Possible long hours as needed. The description is intended to provide only basic guidelines for meeting job requirements. Responsibilities, knowledge, skills, abilities and working conditions may change as needs evolve.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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