Tapestry · 5 hours ago
Financial Planning and Analysis Specialist
United States
Full-time
Remote
Senior Level
$108K/yr - $120K/yr
7+ years expTapestryHealth is a healthcare organization seeking a strategic and detail-oriented Financial Planning & Analysis (FP&A) Specialist. This role is essential for shaping financial strategy and improving enterprise performance through accurate forecasts and insightful analyses, as well as mentoring junior analysts and influencing executive decisions.
CommunitiesEducationHealth CareMedicalNon Profit
Responsibilities
Lead the development of multi-year strategic financial plans and enterprise-wide forecasting processes; challenge assumptions and drive alignment across business units
Oversee long-term liquidity strategy and capital allocation recommendations; advise leadership on risk mitigation
Design advanced financial models for high-impact decisions, including M&A, partnerships, service offerings and new market entry; provide sensitivity analyses for executive decision-making
Deliver timely insights related to productivity, demand planning, reporting, and operational metrics; highlight variances and root causes
Identify business challenges across functions; propose analytical solutions and process improvements that drive measurable outcomes
Collaborate with clinical, operations, sales, IT, and finance teams to define metrics, goals, and cadence for business reviews
Design and maintain dashboards and management reports; gather and transform data from the data warehouse, ERP, and other sources into clear narratives
Own executive-level reporting and presentations for board meetings, investor relations, and strategic planning sessions; synthesize analysis, articulate trade-offs, and frame decisions with relevant data and recommendations
Conduct in-depth analyses to identify trends, variances, and opportunities for operational efficiency, margin improvement, or cost reduction
Build trust and maintain effective relationships with business partners at all levels
Qualification
Required
Bachelor's degree in Finance, Accounting, Business, Economics, or a related analytical field (e.g., Engineering, Mathematics, Computer Science)
7+ years of progressive FP&A experience
Proficiency in financial modeling, forecasting, scenario analysis, and management reporting (advanced Excel required)
Demonstrated success in shaping financial strategy and influencing executive decisions
Experience supporting M&A, capital planning, and enterprise transformation projects
Experience with ERP systems (e.g., NetSuite) and BI tools (e.g., Power BI, Tableau) or specialized healthcare analytics platforms
Solid understanding of accounting, financial, and operational principles; ability to connect P&L, balance sheet, and cash flow impacts
Communication excellence—comfortable presenting complex financial concepts to non-financial stakeholders; strong storytelling and slide-building skills
Exceptional attention to detail with the ability to manage multiple priorities in a fast-paced environment while maintaining a strategic, 'big picture' view
Knowledge of healthcare regulations, reimbursement models, payer mix dynamics, and industry-specific financial challenges is a plus
Commitment to confidentiality and compliance (e.g., HIPAA) and high standards of ethics and integrity
Preferred
Master's degree preferred
Healthcare sector experience strongly preferred
Hands-on experience with NetSuite (budgeting, forecasting, SuiteAnalytics, reporting)
NetSuite Financial Planning & Analysis Specialist certification strongly preferred but not required
Relevant credentials (e.g., AFP FPAC, CFI FMVA, CMA) that demonstrate advanced FP&A capabilities are a plus
Familiarity with planning platforms (e.g., NetSuite Planning & Budgeting, Vena, Adaptive Planning, Anaplan) is beneficial
Company
Tapestry
Tapestry is a community-based non-profit organization serving the Western MA community, including many who otherwise might not receive care.
51-200 employees
H1B Sponsorship
Tapestry has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (35)
2024 (22)
2023 (19)
2022 (46)
2021 (30)
2020 (37)
Funding
Current Stage
Growth StageCompany data provided by crunchbase