FP&A Systems & Reporting Analyst - Reproductive Healthcare (Financial Analyst)

Organizational Summary

Contraceptive care is basic health care. Yet too many patients in the U.S. struggle to access the care they want, when they want it. 

A national nonprofit founded in 2014, Upstream USA partners with healthcare organizations to provide free training, education, and technical assistance to improve their contraceptive services and meet their patients’ needs – at no cost to them. Over ten years, we’ve supported 200+ healthcare partners (including primary care practices, federally qualified health centers, health systems, and more) with a transformative approach that empowers patients to access the contraceptive care where they already receive most of their healthcare. We’re on a path to partnering with health care organizations that collectively serve 5 million patients by 2030.

We do not accept funding from pharmaceutical companies or the government. Our work is made possible by generous support from venture philanthropy. That privilege comes with high expectations about growth and scale and a focus on measurable outcomes and impact. 

We’re a 2023 Audacious Project recipient that continues to garner attention from many leading publications, including Harvard Public Health, Bloomberg, MedPage Today, Baltimore Sun, the Fresno Bee, and WBUR. We welcome individuals interested in career opportunities, partnerships, or philanthropic endeavors seeking additional information to visit our website (www.upstream.org) or email us at info@upstream.org.

Position Summary

The FP&A Systems & Reporting Analyst is a critical, high-impact role that serves as the system champion and data integrity owner for Upstream's Financial Planning & Analysis (FP&A) function. Reporting to the Sr. Finance Manager, this position is responsible for the administration, configuration, and continuous optimization of key financial systems which are essential collaboration tools for enabling organization-wide financial analysis and data-driven decision-making.  The position drives improvement and automation to ensure the consistent, reliable transfer of financial information across all reporting cycles, including the monthly close.

The FP&A Systems & Reporting Analyst is heavily involved in the execution and success of core financial cycles, including the annual budgeting and reforecast process and the quarterly financial review, through which they conduct deep-dive variance analysis and synthesize findings into strategic insights for organizational leaders, the Board, donors/investors. Furthermore, the position acts as a proactive Financial Partner to Upstream staff, working to increase financial literacy and provide financial insight across the organization. This position requires a driven, analytical self-starter with a strong work ethic who thrives in a collaborative, dynamically shifting environment.

Essential Duties and Responsibilities

• Drive the successful optimization/maintenance of current systems/reports and rollout of new FP&A systems and reports. This involves hands-on configuration, development of financial input forms, and leading end-user training to ensure organizational proficiency and system adoption.
• Manage data integrity and financial accuracy across all reporting cycles, including the monthly close, in FP&A systems. Rigorously review and reconcile data translation between core financial systems and finalized reports, actively investigating and resolving any discrepancies to ensure a consistent and reliable single source of truth.
• Champion continuous improvement by proactively identifying and implementing opportunities to automate, streamline, and simplify financial systems, modeling, and processes to drive greater efficiency and accuracy.
• Partner closely with the Accounting team as a key thought partner to not only jointly develop, implement, and communicate changes in financial policy and procedures, but also to streamline processes and identify opportunities for automation and efficiency within the finance function.