Senior FP&A Analyst

HHAeXchange is one of the healthcare industry's fastest growing healthcare software solutions providers. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Our employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states.

Today, HHAeXchange is the premiere homecare management software for the Medicaid LTSS population. In 2024 HHAeXchange acquired Cashe Software, Generations Homecare System, and Sandata Technologies. Together, our companies are best positioned to deliver transformative technology that improves health outcomes and meets the growing need for home and community-based services (HCBS).

This Sr FP&A Analyst role will be part of the FP&A team working with business leaders across the company as a vital link between business functions and finance. The ideal candidate will have a background in a private equity-backed company or the software industry, with a strong ability to connect operational complexities with financial drivers across revenue and/or expense. This role requires exposure to standard SaaS metrics, advanced Excel skills and financial modeling skills.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Job Duties

• Become embedded with key leaders across the company, establish trust and quickly understand the business, economics and metrics
• Develop and maintain complex financial models to support business decision-making. Utilize advanced Excel skills to analyze financial data and generate insightful reports
• Work closely with various departments to understand operational complexities and translate them into financial drivers. Provide actionable insights that connect operational activities with financial outcomes
• Design, prepare, and automate periodic dashboards / reports of operating results, trends and metrics for leadership and executive team
• Support as needed standard SaaS metrics, including customer acquisition cost (CAC), customer lifetime value (LTV). Provide detailed analysis and recommendations based on these metrics
• Identify and solve financial and operational problems by developing innovative solutions. Proactively seek out opportunities to improve financial processes and drive efficiency
• Own assigned portions of the budgeting and forecasting processes, ensuring accuracy and alignment with company goals. Collaborate with business leaders to develop realistic and achievable financial plans
• Be proactive in performing financial analysis to support strategic initiatives and business planning. Provide insights and recommendations to senior management based on financial performance and market trends

Other Job Duties

• Other duties as assigned by supervisor or HHA exchange leader.

Travel Requirements

• Travel up to 10%, including overnight travel

Required Education, Experience, Certifications and Skills

• Bachelor's Degree in Finance or other similar analytical discipline
• Strong analytical skills and demonstrated experience to cash flow forecasting/analysis
• 5+ years of experience in a FP&A or similar analytical role ideally at a software or PE backed company
• Must have strong analytical and problem-solving capabilities with ability to understand the "big picture" yet preserve a keen eye for details with extensive financial modeling (3 financial statement models, etc.)
• Advanced proficiency in Excel, including complex financial modeling and data analysis using functions such as INDEX/MATCH. Experience with financial planning software and ERP systems is preferred
• Strong verbal and written communication skills, with the ability to present financial information to non-financial stakeholders
• Ability to multitask and produce consistent results in a fast-paced environment with multiple deadlines and priorities
• Highly motivated and proactive, with a strong desire to identify and solve problems. Ability to work independently and as part of a team

The base salary range for this US-based, full-time, and exempt position is $90,000-110,000/yr not including variable compensation. An employee's exact starting salary will be based on various factors including but not limited to experience, education, training, merit, location, and the ability to exemplify the HHAeXchange core values.

This is a benefits-eligible position. HHAeXchange offers competitive health plans, paid time-off, company paid holidays, 401K retirement program with a Company elected match, including other company sponsored programs.

HHAeXchange is an equal-opportunity employer. The Company offers employment opportunities to all applicants and employees without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, medical condition, marital status, veteran status, citizenship, genetic information, hairstyles, or any other status protected by local or federal law.