FP&A Analyst

Job Title: FP&A Analyst

Reports To: Director of FP&A

Location: Waco TX Corporate Headquarters (in-person)

Compensation & Benefits:

• $ base salary; commensurate with experience
• Unlimited PTO
• Medical Dental & Vision coverage

Who We Are: Cornerstone Caregiving is passionate about helping seniors age in a setting and manner of their choosing. We believe seniors deserve the opportunity to age in a healthy dignified environment. As a leading nationwide home care company serving seniors in more than 450 locations with nearly 14000 employees across the United States Cornerstone remains committed to providing the highest quality of care to those that cared for us.

Position Summary

The FP&A Analyst will support the companys budgeting forecasting long-range planning and financial reporting processes. Reporting to the Director of FP&A this role will maintain financial models analyze business performance support department leaders and help translate operational activity into forward-looking financial expectations.

The FP&A Analyst will play a key role in improving the accuracy efficiency and scalability of the companys financial planning processes while providing timely analysis and insights to support management decision-making.

Key Responsibilities

Budgeting & Forecasting

• Support the annual budgeting process including preparation and consolidation of department and company-wide budgets.
• Assist with monthly forecast updates across revenue labor operating expenses EBITDA and cash flow.
• Maintain and update financial models used for monthly forecasts annual budgets and 35 year financial plans.
• Help incorporate Strategic Finances approved de novo economic model and assumptions into the annual budget monthly forecast and 35 year plan.
• Work with department leaders to collect validate and update financial and operational assumptions.
• Support development and maintenance of driver-based forecasting models that connect operational activity to financial performance.
• Maintain standardized planning templates assumptions and supporting schedules.

Financial Analysis & Reporting

• Analyze actual results against budget forecast and prior periods to identify key drivers of performance.
• Prepare monthly variance analysis and provide clear explanations of significant changes in financial results.
• Track forecast accuracy and analyze areas where actual performance differs from prior expectations.
• Monitor key financial and operational metrics that influence revenue labor contribution margin EBITDA and cash flow.
• Identify trends risks and opportunities through financial and operational analysis.
• Develop recurring reporting and analysis for Finance and executive leadership.

Department Planning & Business Partnership

• Support department leaders throughout the budgeting and forecasting process.
• Analyze departmental spending headcount and other key cost drivers.
• Assist department leaders in understanding performance against budget and forecast.
• Help evaluate financial implications of hiring decisions operating investments and other departmental initiatives.
• Maintain accountability and visibility into departmental financial performance.

Modeling & Decision Support

• Build scenario and sensitivity analyses around growth pricing labor margins expenses and other key business drivers.
• Support growth modeling including the financial impact of organic growth and new locations.
• Perform ad hoc financial analysis to support management and strategic decision-making.
• Assist in preparing financial analyses and materials for executive Board and sponsor presentations incorporating growth and de novo content supplied by Strategic Finance.

FP&A Process Improvement

• Help improve budgeting forecasting and reporting processes to increase speed accuracy and consistency.
• Maintain standardized financial models templates and planning methodologies.
• Partner with BI & Analytics to improve data availability reporting automation and consistency of financial and operational metrics.
• Identify opportunities to automate manual reporting and forecasting processes.
• Assist with validation and reconciliation of data used throughout the FP&A process.
• Coordinate with the Strategic Finance Analyst so growth and de novo assumptions flow cleanly into the budget and forecast without duplicated work.

Required:

• Bachelors degree in Finance Accounting Economics Business Administration or a related field
• 03 years of experience in financial planning & analysis accounting or a related finance role
• Strong proficiency in Microsoft Excel including financial modeling and complex formulas
• Working knowledge of budgeting forecasting and variance analysis concepts
• Strong analytical and quantitative skills with high attention to detail
• Ability to work with large multi-location datasets and reconcile discrepancies
• Strong written and verbal communication skills including presenting analysis to non-finance stakeholders
• Ability to manage multiple deadlines in a fast-paced high-growth environment
• Ability to handle confidential and sensitive financial information responsibly

Preferred Qualifications

• Experience with ERP or financial planning systems (e.g. NetSuite Adaptive Insights Anaplan)
• Exposure to Power BI Tableau or other BI/reporting tools
• Experience in healthcare home care or multi-location/franchise business environments
• Advanced Excel skills (Power Query macros) or familiarity with SQL