Join us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.
Senior Financial Planning & Analysis Associate
Role summary
Make a measurable impact on athenahealth’s growth by translating data into insight. Based in Boston, MA, this hybrid role blends on-site collaboration with remote flexibility. The Senior Financial Planning & Analysis Associate reports to the FP&A Sr. Manager.
Team summary
The Financial Planning & Analysis (FP&A) team stewards company-wide budgeting, forecasting, and performance reporting. Partnering closely with business and executive leadership, the team delivers clear financial narratives, supports resource allocation decisions, and drives strategic initiatives that keep athenahealth on a trajectory of sustainable growth and innovation.
Essential Job Responsibilities
Collaborate with business partners across different departments within FP&A to ensure timely and effective delivery of forecasting/reporting materials
Prepare executive level presentations and materials for senior leadership, Board of Directors and other executive level stakeholders
Develop comprehensive financial models that evaluate revenue, expense, and cash-flow scenarios.
Analyze monthly results against plan, investigating key variances and presenting findings to stakeholders.
Prepare rolling forecasts and annual operating plans in collaboration with business unit leaders.
Create management dashboards and board-level materials that distill complex data into actionable insight.
Partner with accounting to ensure accurate period-end accruals and alignment of actuals with forecast assumptions.
Maintain and enhance Excel-based planning tools, ensuring data integrity and process efficiency.
Additional Job Responsibilities
Contribute to continuous improvement projects that streamline FP&A processes and reporting cadence.
Assist with ad-hoc scenario analyses related to pricing, product launches, and organizational restructuring.
Collaborate with Business Intelligence teams to automate data feeds into planning models.
Monitor key economic and industry trends to inform long-range planning.
Support audit and due-diligence requests by providing timely financial schedules.
Mentor junior analysts on modeling standards and best practices.
Expected Education & Experience
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
3–6 years of progressive experience in FP&A, corporate finance, or investment banking.
Extreme attention to detail is critical as this position will be responsible for maintaining and owning executive level presentations.
Advanced proficiency with Microsoft Excel, including complex formulas, pivot tables, and macros.Demonstrated expertise in financial modeling, forecasting, and variance analysis.
Familiarity with GAAP concepts and their application in financial statements.
Experience using enterprise planning or BI tools (e.g., Adaptive, Anaplan, Tableau) is advantageous.
For candidates located in California, Colorado, Hawaii, Jersey City (NJ), New York City, Westchester County (NY), and Washington, please visit the following link for pay range information:
California: https://www.athenahealth.com/salary-range/ca-nontech-sr-associate
Colorado: https://www.athenahealth.com/salary-range/co-nontech-sr-associate
Hawaii: https://www.athenahealth.com/salary-range/hi-nontech-sr-associate
New Jersey: https://www.athenahealth.com/salary-range/nj-nontech-sr-associate
New York: https://www.athenahealth.com/salary-range/ny-nontech-sr-associate
Washington: https://www.athenahealth.com/salary-range/wa-nontech-sr-associate
About athenahealth
Our vision: In an industry that becomes more complex by the day, we stand for simplicity. We offer IT solutions and expert services that eliminate the daily hurdles preventing healthcare providers from focusing entirely on their patients — powered by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.
Our company culture: Our talented employees — or athenistas, as we call ourselves — spark the innovation and passion needed to accomplish our vision. We are a diverse group of dreamers and do-ers with unique knowledge, expertise, backgrounds, and perspectives. We unite as mission-driven problem-solvers with a deep desire to achieve our vision and make our time here count. Our award-winning culture is built around shared values of inclusiveness, accountability, and support.
Our DEI commitment: Our vision of accessible, high-quality, and sustainable healthcare for all requires addressing the inequities that stand in the way. That's one reason we prioritize diversity, equity, and inclusion in every aspect of our business, from attracting and sustaining a diverse workforce to maintaining an inclusive environment for athenistas, our partners, customers and the communities where we work and serve.
What we can do for you:
Along with health and financial benefits, athenistas enjoy perks specific to each location, including commuter support, employee assistance programs, tuition assistance, employee resource groups, and collaborative workspaces — some offices even welcome dogs.
We also encourage a better work-life balance for athenistas with our flexibility. While we know in-office collaboration is critical to our vision, we recognize that not all work needs to be done within an office environment, full-time. With consistent communication and digital collaboration tools, athenahealth enables employees to find a balance that feels fulfilling and productive for each individual situation.
In addition to our traditional benefits and perks, we sponsor events throughout the year, including book clubs, external speakers, and hackathons. We provide athenistas with a company culture based on learning, the support of an engaged team, and an inclusive environment where all employees are valued.
Learn more about our culture and benefits here: athenahealth.com/careers
https://www.athenahealth.com/careers/equal-opportunity
Top Skills
athenahealth Boston, Massachusetts, USA Office
80 Guest Street, Boston, MA, United States, 02135
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