We are seeking a highly motivated and detail-oriented FP&A Analyst to join our Finance team and play a key role in supporting OpEx (Operational Expenditure) and Headcount planning and reporting activities. The FP&A Analyst will collaborate with cross-functional teams to analyze financial data, provide insights, and contribute to strategic decision-making processes. This role requires a strong analytical mindset, excellent communication skills, and a proactive approach to problem-solving. The right candidate will be energized by a fast-paced, high-growth, PE-backed environment and a great company culture.

This role will be hybrid; proximity to our St Petersburg, FL office.

Essential Duties and Functions

• Collaborate with various departments to gather and analyze financial and operational data related to OpEx and headcount.

• Develop and maintain complex financial models to forecast OpEx and headcount expenses, ensuring accuracy and relevance.

• Assist in the preparation of annual budgets and quarterly forecasts, providing insights and recommendations to optimize resource allocation.

• Monitor financial performance against budgets and forecasts, identify variances and trends, and propose actionable solutions.

• Collaborate with Business Unit leaders in regular monthly meetings to convey departmental results, discuss findings, and address any discrepancies or concerns.

• Responsible for partnering with the Accounting team during month-end close to reconcile financial data, validate accuracy, and provide valuable insights to support the close process.

• Collaborate with HR and departmental managers to gather relevant data on current staffing levels, open positions, and future hiring plans.

• Develop and maintain comprehensive headcount forecasting models, considering various factors such as business growth, seasonality, and departmental needs.

• Work with departmental leaders to review and refine headcount requests, ensuring alignment with budget constraints and strategic objectives.

• Review and approve job requisitions to ensure they are in line with the approved budgets and organizational priorities.

• Contribute to preparing monthly, quarterly, and annual financial reports for senior management, highlighting key performance indicators and drivers.

• Support the development of management presentations by providing data-driven insights and analyses.

• Collaborate with business partners to streamline processes, improve efficiency, and enhance data accuracy.

• Assist in the evaluation of business initiatives, identifying potential financial impacts and assessing their alignment with overall corporate goals.

• Participate in ad-hoc financial projects and analyses as the Finance leadership team requires.

Experience, Qualifications, Knowledge, and Skills

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

• Proven experience (2-3 years) in financial planning and analysis, with a focus on OpEx and headcount preferred.

• Proficiency in financial modeling, data analysis, and using financial software/tools.

• Strong understanding of accounting principles and financial statements.

• Excellent communication and interpersonal skills, with the ability to convey complex financial concepts to financial and non-financial stakeholders.

• Advanced proficiency in Microsoft Excel and other data analysis tools; experience with financial planning software is required; experience with Workday Adaptive Planning is preferred.

• Ability to work independently, manage multiple priorities, and meet tight deadlines.

• Detail-oriented with a high degree of accuracy in work output.

• Problem-solving mindset and willingness to take initiative to drive process improvements.

• Experience in utilizing PowerBI to automate and develop dashboards for in-depth financial analysis, a plus.

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As a leading payments company in healthcare, we guide, price, explain, and pay for care on behalf of insurers and their members. We’re Zelis in our pursuit to align the interests of payers, providers, and consumers to deliver a better financial experience and more affordable, transparent care for all. We partner with more than 700 payers, including the top-5 national health plans, BCBS insurers, regional health plans, TPAs and self-insured employers, over 4 million providers, and 100 million members, enabling the healthcare industry to pay for care, with care. Zelis brings adaptive technology, a deeply ingrained service culture, and a comprehensive navigation through adjudication and payment platform to manage the complete payment process.

Commitment to Diversity, Equity, Inclusion, and Belonging
At Zelis, we champion diversity, equity, inclusion, and belonging in all aspects of our operations. We embrace the power of diversity and create an environment where people can bring their authentic and best selves to work. We know that a sense of belonging is key not only to your success at Zelis, but also to your ability to bring your best each day.

Equal Employment Opportunity
Zelis is proud to be an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We encourage members of traditionally underrepresented communities to apply, even if you do not believe you 100% fit the qualifications of the position, including women, LGBTQIA people, people of color, and people with disabilities.

Accessibility Support

We are dedicated to ensuring our application process is accessible to all candidates. If you are a qualified individual with a disability or a disabled veteran and require a reasonable accommodation with any part of the application and/or interview process, please email TalentAcquisition@zelis.com

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