Senior Financial Planning and Analysis Associate

Summary

Join Reliance Health as a Senior Financial Planning & Analysis (FP&A) Associate and contribute to financial clarity and strategic decision-making. You will collaborate with various teams, analyze data, and create insights to influence high-level strategies. This role demands proficiency in financial modeling, forecasting, and performance tracking within a fast-paced environment. The ideal candidate possesses strong analytical and communication skills, enabling them to present financial information effectively to both finance and non-finance stakeholders. Reliance Health offers a competitive salary and benefits package, including a remote-first work environment, premium health insurance, and unlimited leave. This position provides opportunities for professional growth and development within a supportive and collaborative work culture.

Requirements

• A degree in Finance, Accounting, Economics, or a related field; professional qualifications (e.g., CFA, ACA) or MBA are a plus
• 5+years of experience in FP&A, corporate finance, or business analysis
• Demonstrated experience working with financial models, from building to maintaining and improving them
• High proficiency in Excel and familiarity with financial systems, planning tools, or ERP platforms
• Strong analytical thinking with the ability to interpret numbers and explain the “why” behind the results
• Comfortable working independently in a fast-paced environment with shifting priorities
• Clear communication skills; able to present financial insights to both finance and non-finance stakeholders

Responsibilities

• Support the budgeting and forecasting processes by working with internal teams to gather data, validate assumptions, and maintain accuracy
• Develop and maintain financial models for budgeting, forecasting, and scenario planning
• Monitor and analyze business performance against forecasts, budgets, and historical trends by identifying key variances and performance drivers
• Prepare monthly and quarterly financial reports, including commentary and recommendations, for internal stakeholders and senior leadership
• Collaborate with teams across the business to track and improve key performance indicators (KPIs)
• Conduct ad hoc analysis to evaluate business initiatives, support cost-efficiency measures, or assess investment opportunities
• Assist in enhancing internal financial processes, tools, and reporting dashboards to improve planning accuracy and reporting speed
• Stay aware of industry trends, market dynamics, and competitor performance to inform analysis and reporting

Benefits

• Remote-First Environment
• Competitive Salary and Benefits
• Premium Health Insurance
• Unlimited Leave
• Meaningful Impact
• Collaborative Work Culture
• Growth Opportunities
• Learning & Development Allowance