FP&A Analyst


Grand Rounds logo

Grand Rounds

We’re here to find you a doctor, tackle a bill or explain your insurance benefits. And thanks to your employer, it won’t cost you a thing. It’s care shaped around you.

View all employer listings

Apply now Apply later

The Financial Planning and Analysis (FP&A) Analyst will be an integral part of the finance and accounting team performing financial analysis, reporting into a Director of FP&A. The FP&A Analyst will assist with the preparation of financial models, Board of Directors materials, monthly financial analysis materials, and provide ad hoc analysis for the organization.


  • Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, capital expenditures and cash flows
  • Assist in preparing quarterly operations review by partnering with management team
  • Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs, pricing models as well as new projects
  • Develop financial models and analyses to assist product development and patient care operations with business decisions and strategic initiatives
  • Closely manage to the hiring plan, including understanding relationships to bookings, quota and commissions
  • Work with sales ops to accurately reflect and update bookings forecast
  • Recommend and develop policies, procedures and systems to meet company objectives
  • Gather insights by benchmarking against industry metrics and keep up to date on competitive landscape
  • Support management team and departments heads with in-depth analysis
  • Prepare presentations to board of directors and senior management team
  • Provide ad-hoc financial analysis as required


  • At least 3-5 years of experience in finance and accounting with emphasis on budgeting, forecasting, planning, financial analysis, and financial modeling with relevant work experience as an FP&A business partner within a SAAS company
  • Demonstrated ability to analyze and interpret data and develop strategic recommendations
  • Excellent communication and interpersonal skills
  • Demonstrated collaboration and proactive consultation skills
  • Positive can-do attitude in approaching complex problems
  • Ability to influence leadership through clear presentation and communication of complex data analysis
  • Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity
  • Strong systems and excel skills (Anaplan, Salesforce, Workday or other comparable financial and ERP systems)
  • Bachelor's degree in Finance, Accounting or related field.
About Included Health
Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in-person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included. Learn more at includedhealth.com.
-----Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance.
Job perks/benefits: Competitive pay
Job region(s): Worldwide/Anywhere
Job stats:  5  2  0
  • Share this job via
  • or

Explore more Remote Work and WFH career opportunities