Senior Financial Analyst, FP&A Corporate Reporting jobs in United States
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Greenway Health · 2 hours ago

Senior Financial Analyst, FP&A Corporate Reporting

Greenway Health is committed to building the future of healthcare technology and fostering an inclusive environment. The Senior Financial Analyst, FP&A will be responsible for financial planning, corporate and lender reporting, and variance analysis, playing a critical role in supporting the company's financial health and strategic initiatives.

Health CareInformation TechnologyMedicalSoftware

Responsibilities

Lead development and ongoing maintenance of annual budgets, rolling forecasts, and reforecasts in a private equity operating environment
Build and maintain long-term financial models supporting strategic planning, value creation initiatives, and exit readiness
Develop scenario and sensitivity analyses focused on growth, margin expansion, cost structure, EBITDA, and cash flow
Model key SaaS drivers including ARR, MRR, bookings, churn, retention, expansion, pricing, and unit economics
Work with the Accounting team to prepare quarterly and annual corporate reporting packages for executive leadership and lender calls
Work with the Accounting team to produce lender reporting in accordance with credit agreements, including covenant calculations, compliance schedules, and supporting analyses
Partner with Accounting to ensure alignment between cash flow forecasts, actual results, and debt requirements
Perform detailed monthly variance analysis versus budget, forecast, and prior periods, with a focus on SaaS and healthcare performance drivers
Analyze revenue performance, gross margin, operating expenses, and cash flow trends
Partner with Accounting during month-end close to ensure alignment between actual results, SaaS metrics, and FP&A models
Support private equity value creation initiatives through rigorous financial analysis related to growth acceleration, margin improvement, cost optimization, and capital allocation
Provide financial insights to support pricing decisions, go-to-market investments, product initiatives, and operational efficiency efforts
Create executive-ready presentations and financial narratives that link financial outcomes to business performance
Continuously improve FP&A processes, reporting, and models to support scalability and automation

Qualification

Financial modelingFP&A experienceAdvanced ExcelSaaS revenue modelsLender reportingCPACFAMBAAnalytical skillsCommunication skills

Required

Bachelor's degree in Finance, Accounting, Economics, or a related field
4+ years of experience in FP&A, corporate finance, or related roles, preferably in SaaS, healthcare, or technology
Strong financial modeling experience, including long-term and scenario-based modeling, EBITDA, revenue and margin bridges and cash flow forecasting
Advanced Excel skills; experience with FP&A systems and ERP platforms strongly preferred
Solid understanding of SaaS revenue models, subscription economics, and financial statements
Experience preparing lender reporting and managing covenant compliance

Preferred

CPA, CFA, or MBA
Experience supporting executive leadership, board reporting, or private equity–backed organizations
Familiarity with healthcare industry dynamics, regulatory considerations, or healthcare SaaS business models

Company

Greenway Health

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Greenway Medical Technologies is a software and services platform offering ambulatory healthcare business solutions.

Funding

Current Stage
Late Stage
Total Funding
$22M
2013-09-23Acquired
2006-11-01Private Equity· $22M
2006-01-01Private Equity

Leadership Team

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Richard Atkin
Chief Executive Officer
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James A. Cochran
CFO
Company data provided by crunchbase