Senior FP&A Analyst

The Ideal Candidate possesses extensive financial planning experience including hands-on experience with FP&A platforms and generating budgets forecasts and financial analyses in a complex multi-faceted fast-growing healthcare insure tech company.

Join our winning team recently honored on Forbes list of Americas Best Startup Employers for 2025!

The Helper Bees (THB) was created to fill an obvious need in an underserved community. Inspired by love and brought to reality through passion and determination The Helper Bees was founded to empower older adult citizens and their families in their search for quality affordable in-home care providers. We do this by providing older adults the ability to easily review choose and access affordable quality in-home helpers.

The Helper Bees mission is to help people stay home longer through data-driven services that transform both the payer and the care-recipient experience.

At THB we define our company culture through our Core Values:

• Quickly iterate through solutions - We move at a fast pace which requires quick iterations to find a path to a repeatable solution
• Seek ways to create immediate impact - Be thoughtful and proactive in how you make an impact on your team. Actively look for ways to make a fast positive impact.
• Bee the teammate you want to work with - We work as a team help each other and encourage each other
• Ask questions answer questions - You cant iterate through solutions if you dont ask the right questions which is why there is an expectation that questions should be asked. When you know the answer being a good teammate means chiming in to get others up to speed.
• Take the time to celebrate wins - Its so easy for a team that is heads down to forget about all the great things theyve accomplished. Thats why we make it a priority to remind ourselves to create space to celebrate wins big or small.

Job Summary:

The Senior FP&A Analyst is responsible for managing the annual budgeting quarterly forecasting and intra-month projections; performing financial analysis processes for the Company; providing strategic financial insights to support business decision-making by analyzing data and creating financial models to project future performance and identify growth opportunities.

Supervisory Responsibilities:

None currently but expected as the Company growth warrants additional FP&A resources.

Duties/Responsibilities:

Forecasting and Budgeting:

• Manage the annual budget process including the P&L and Cash Flows across the business lines and departments of the Company
• Update Forecasts quarterly in preparation for Company Board meetings and more frequently as needed.
• Intra-month P&L projections updated every week (in coordination with the Companys data teams and general managers)
• Rolling 12-Month Net Revenues Forecasts:
• Coordinate with Sales General Managers and the finance teams to update and maintain a rolling 12-month Net Revenue forecast at least monthly or more frequently as needed.

Performance Analysis:

• Analyze financial data to identify trends and variances from budgets forecasts and key performance indicators (KPIs) to understand business performance offering insights into financial trends and opportunities for improvement as part of the Companys monthly close process

Strategic Insights and Modeling

• Provide insightful financial analysis and recommendations to senior management to inform strategic decision-making as requested
• Experience with Due Diligence and modeling of potential deals including acquisitions and other growth opportunities

Performance Improvement Insights and Modeling:

• Provide tactical insights that are focused on identifying areas for performance improvements and make recommendations as requested by senior management or other stakeholders in the Company
• Identify financial risks and recommend strategies for risk mitigation to safeguard the companys financial stability

Financial Reporting:

• Participate with Controller and CFO on preparation of financial reporting to Help ensure reporting financials are accurate and identify potential reporting errors
• Utilizing FP&A platforms (e.g. within an ERP platform or integration of stand-alone FP&A software)

Other duties as assigned/necessary

Performance Metrics:

Accurate & Efficient Forecasting/Budgeting: 95 - 99% accuracy. Quick turnaround time is required for all elements of Budgeting and Forecasting including:

• Annual Budget
• Quarterly Forecast
• Monthly Revenue Forecasts - rolling 12 months
• Intra-month Projections

Timely Financial Reporting to stakeholders:

• Anticipates and addresses stakeholders information needs
• Includes more than just Financial data needed for decision making (e.g. metrics activity levels etc.).

Financial Analyses and Insights:

• Level of Adoption of recommendations for key issues affecting the financial health of the Company as well as support for Strategic Decision-Making.

Required Skills/Abilities:

• Must have a strong working knowledge of the healthcare insurance industry and accounting and finance for insurance tech companies.
• Strong proficiency in financial modeling and data analysis with advanced skills in Microsoft Excel and other data analysis tools
• Proven expertise in budgeting and accurate forecasting
• Skilled in utilizing complex data for decision support and analysis
• Knowledge of highly scalable financial and robust FP&A software and systems (e.g. Oracle NetSuite Sage or similar software. Also working knowledge of QuickBooks)
• Solid understanding of GAAP accounting principles
• Excellent communication skills with the ability to present complex financial information to non-financial stakeholders and Partner with different levels and functions across the organization
• Proven ability to meet deadlines and manage multiple projects simultaneously
• Proven track record of delivering high-quality financial analysis and insights
• Self starter that can work individually or on projects as part of cross-company teams at all levels

Preferred Education and Experience:

• MBA in Finance
• 5 years of Financial Planning experience including hands-on experience with FP&A platforms and generating budgets forecasts and financial analyses in a complex and fast-growing company
• Three (3) years of experience in Healthcare Tech and a strong knowledge of the Health Insurance industry
• Experience with Netsuite Planning & Budgeting module strongly preferred
• Relevant industry certifications (e.g. CPA) are a plus

Physical Requirements:

• Ability to remain at your designated workstation for the duration of the workday
• Constantly operates a computer and other office productivity machinery such as a phone and Voice over Internet Protocol (VoIP).
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• The ability to observe details at close range (typically on a computer screen)
• This position offers the flexibility of remote work at approved locations within the United States. Candidates must have a reliable internet connection and a designated work environment conducive to professional phone calls and sensitive data. Enjoy the convenience and comfort of working remotely while contributing to our teams success.

The Helper Bees is committed to building a workplace where diversity equity and inclusion are valued and prioritized. We are an equal opportunity employer that welcomes all qualified applicants without discrimination based on race religion color national origin gender sexual orientation age marital status veteran status disability status or any non-merit based or legally protected grounds.

The Helper Bees provides reasonable accommodations to qualified individuals with disabilities during the job application and interview process. To request accommodation please let your recruiter know.

As part of our standard hiring process selected candidates may be required to undergo a background check and/or drug screen. The Helper Bees adheres to applicable federal state and local laws regarding these screenings and the results will be considered in accordance with applicable regulations.

The Helper Bees was recently made aware of a fraudulent entity posing as our organization and requesting personal information. Please be aware of and protect yourself from scams. Visit our website to view all current job openings.