Senior Financial Planning and Analysis Associate

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