Hybrid opportunity at
PointClickCareSr. Financial Analyst, FP&A
This Sr. Financial Analyst post centers on FP&A, the planning and analysis function, and sits in the business partnerships group that reports to the FP&A Manager.…
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About This Role
This Sr. Financial Analyst post centers on FP&A, the planning and analysis function, and sits in the business partnerships group that reports to the FP&A Manager. The analyst helps plan and report on financial performance across departments, concentrating on top-line revenue, from bookings through annual recurring revenue, and on the cost of go-to-market teams, including GAAP gross margin from revenue down to those costs. Much of the work means building…
Job Description
This Sr. Financial Analyst post centers on FP&A, the planning and analysis function, and sits in the business partnerships group that reports to the FP&A Manager. The analyst helps plan and report on financial performance across departments, concentrating on top-line revenue, from bookings through annual recurring revenue, and on the cost of go-to-market teams, including GAAP gross margin from revenue down to those costs.
Much of the work means building models and tools that turn large data sets into material executives can act on. The employer treats expertise with business intelligence software, FP&A systems and advanced spreadsheet functions such as Power Pivot and Power Query as non-negotiable. Equally important is a record of producing measurable results through modeling and working alongside business leaders.
Day-to-day activities include setting revenue and efficiency targets, forecasting staffing needs for go-to-market teams, running upside and downside scenarios against the long-range plan, and explaining variances between budget and actuals. The analyst also takes on ad hoc questions about launches, partnerships and capital spending, and helps keep actuals accurate during the close.
The employer is a privately held health technology company whose platform serves more than 30,000 provider organizations and includes over 400 integrated partners. The position is full time and hybrid, and staff must live within commuting distance of the office. The posting does not name a city or a salary.
Responsibilities
- Create financial tools that help leaders set revenue and cost-efficiency goals, such as new revenue, churn and sales efficiency
- Build capacity-planning models that estimate future staffing needs in go-to-market functions
- Produce upside and downside projections and show how each scenario affects the long-range plan
- Plan across quarterly, annual and multi-year timeframes
- Design reporting that compares budget with actuals and points to corrective steps or growth levers
- Study financial trends by market, customer and product, including partnerships and marketplace offerings
- Act as the finance liaison for go-to-market leaders on cost actuals and forecasts
- Contribute to month-end close, budget creation and quarterly forecasting
- Analyze proposed launches, partnerships and major capital investments as they arise
- Partner with systems teams to automate analytics inside enterprise reporting tools
- Find and apply AI tools that sharpen planning and analysis
- Coordinate with accounting so actual results and accruals are recorded correctly
Requirements
- Three to five years in FP&A, strategy or comparable work
- Revenue experience in technology or SaaS businesses
- Substantial hands-on work with BI and visualization software and FP&A platforms
- Advanced spreadsheet skills, including Power Query and Power Pivot
- Experience creating tools or models from concept through ongoing upkeep
- Comfort tracing how data moves between systems to keep reports accurate
- Bachelor's degree in a business, finance or accounting discipline
Qualifications
- Experience with go-to-market teams such as sales, professional services, customer success, support or marketing
- Experience applying AI to analysis work
- Quick learner who adapts well to change and brings sound judgment to a team
Core Skills
Benefits
- Benefits begin on the first day of employment
- Retirement plan with employer matching
- Flexible paid time off
- Wellness resources and support programs
- Parental and caregiver leave
- Fertility and adoption assistance
- Learning and development support
- Employee assistance program
- Inclusion and allyship groups
- Employee recognition
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is the Sr. Financial Analyst, FP&A role remote or hybrid?
It is listed as hybrid, so staff are expected to live within commuting distance of the office and attend recurring in-person team events.
What experience is asked for?
The posting asks for three to five years in FP&A, strategy or similar work, with revenue experience from technology or SaaS. A degree in business, finance or accounting is also required.
Which software skills matter most?
Business intelligence and visualization tools, FP&A platforms and advanced Excel functions, especially Power Query and Power Pivot, are central to the role.
Is the job full time, and what pay or city is listed?
The position is full time. The posting does not state a salary or a specific office city.
Sample Interview Questions
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