About this role
Overview: Relevate Health is a company made up of exceptional professionals with the business purpose of creating life-changing healthcare engagement, through our vision that every HCP communication is relevant. We are proud to be healthcare marketing experts who push ourselves, every single day, to the highest possible levels to further our purpose and exceed our goals. Our business successes have led to growth and our extraordinary culture is the cornerstone for an engaged and productive workforce. Job Summary: The Lead FP&A Analyst serves as a strategic finance partner responsible for supporting enterprise financial planning, forecasting, budgeting, business performance analysis, and executive decision- making. This role partners closely with senior leaders across Finance and Operations to provide meaningful financial insights, improve forecasting accuracy, identify risks and opportunities, and drive profitable growth. The Lead FP&A Analyst plays a key role in developing financial models, enhancing reporting capabilities, improving planning processes, and supporting strategic initiatives, including acquisitions, integrations, and long-range planning. Duties / Responsibilities: Analyze monthly P&L financial results and prepare executive-level variance analysis identifying key business drivers, risks, and opportunities. Approve scope and project setup to ensure proper alignment with client contractual agreements Run revenue recognition for select business units and calculate monthly rebates for specific clients Develop and maintain complex financial models supporting strategic planning, revenue forecasting, profitability analysis, and scenario planning. Calculates monthly commissions owed to sales reps Partner with department leaders to develop budgets, monitor spending, and provide financial guidance to support business objectives. Assist the annual budgeting process and quarterly forecasting cycles across assigned business units. Prepare recurring executive reporting packages, dashboards, and presentations for senior leadership and Board-level discussions. Monitor financial performance metrics and key performance indicators (KPIs), providing actionable recommendations to improve business results. Support month-end close through analysis of revenue, operating expenses, accruals, and forecast updates. Prepares client and project level reconciliations and reviews billable/non-billable expenses Partner with Accounting to ensure financial reporting accuracy and consistency between actual results and forecasts. Assist with mergers, acquisitions, due diligence, audits, integration activities, and other strategic corporate initiatives. Identify process improvement opportunities that enhance forecasting accuracy, reporting efficiency & automation, and financial transparency. Manages PowerBi dashboard including quarterly budget uploads and data validation Assist with special projects and ad hoc financial analysis as requested. Skills and Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field MBA or CPA preferred. 6–8+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, or Strategic Finance. Advanced financial modeling and analytical skills. Expert-level Microsoft Excel skills, including complex modeling and scenario analysis. Experience with ERP systems (Sage Intacct preferred), financial planning tools, project management tools (Workfront preferred), and business intelligence platforms such as Power BI. Strong understanding of GAAP financial statements and budgeting principles. Excellent presentation and communication skills with the ability to translate financial information into business insights. Knowledgeable in AI related tools and experience using them to increase efficiencies Demonstrated ability to partner effectively with executive leadership and cross-functional teams. Experience supporting high-growth, professional services, healthcare, marketing agency, or technology organizations preferred. Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Preferred Competencies: Strategic thinker with strong business acumen Executive presence and confidence communicating with senior leadership Exceptional analytical and problem-solving skills High attention to detail and financial accuracy Strong project management and organizational abilities Ability to influence without direct authority Continuous improvement mindset Collaborative and customer-focused approach Relevate Health is an Equal Opportunity Employer. We are committed to fostering an inclusive and diverse workplace where all individuals are treated with respect and dignity. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law. We are dedicated to creating a work environment that reflects the diversity of our community and ensuring that all individuals have equal access to opportunities for growth and advancement within our organization. Working Conditions • Hybrid working if within 40 miles of a Relevate Health office (Dallas, Boston, Cincinnati, New Jersey). • Remote working if outside a 40-mile radius of a Relevate Health office. • Travel may apply based on position. • Hours may vary based on position and client needs. Work Authorization Requirement: Relevate Health does not provide employment visa sponsorship or other employer-sponsored work authorization for this position now or in the future. Applicants must be legally authorized to work in the United States for the duration of employment without requiring employer sponsorship or employer-supported immigration documentation. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, talk, frequently required to stand, walk; use hands and fingers, tools, or controls; and reach with hands and arms. If you require accommodation during the application process, please contact [email protected] FLSA Status: Exempt Job Type: Full Time