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FP&A Analyst

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: IPM Medical Group
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below

The FP&A Analyst supports financial planning, forecasting, and strategic decision-making within a fast-paced, private equity–sponsored healthcare organization. The role focuses on delivering financial analysis and modeling that inform operational performance, strategic initiatives, and value creation. This position works closely with finance leadership and operational partners to translate business drivers into actionable insights.

The FP&A Analyst plays a central role in budgeting, forecasting, variance analysis, and ad hoc strategic modeling, with regular exposure to senior leadership and private equity stakeholders. The role operates in a dynamic environment and contributes to disciplined financial management and continuous improvement of planning and reporting processes.

* This is a remote role.

What you will do:
  • Support annual budgeting, quarterly reforecasting, and long-range planning processes
  • Prepare and analyze monthly financial results, including variance analysis versus budget, forecast, and prior periods
  • Build and maintain complex financial models, including fully integrated three-statement models (income statement, balance sheet, and cash flow)
  • Develop scenario and sensitivity analyses to support strategic initiatives, growth investments, and cost optimization
  • Assist with operational and strategic modeling related to new initiatives, pricing, volume, staffing, and capital investments
  • Support lender and PE reporting requirements as needed
  • Partner closely with operational leaders (clinical, operations, revenue cycle, etc.) to understand business drivers and translate them into financial insights
  • Provide actionable recommendations to guide strategic and operational decision-making
  • Help improve financial discipline and KPI tracking across the organization
  • Create and enhance Excel-based financial models, dashboards, and reporting tools
  • Ensure accuracy, consistency, and timeliness of financial data
  • Assist in improving FP&A processes, tools, and reporting efficiency
  • Assumes other responsibilities as appropriate to the position and organizational needs
Qualifications:
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 2-4 years of investment banking, private equity, and/or FP&A experience– experience in healthcare finance or in PE-backed operating company strongly preferred
  • Proficient in financial analysis, financial modeling and problem-solving
  • Fluency in three-statement financial modeling
  • Strong understanding of financial statements and key performance metrics
  • Advanced Excel skills (financial modeling, complex formulas, pivot tables, scenario analysis)
  • Ability to analyze financial data and prepare financial reports and projections
  • Knowledge of debt instruments in terms of reporting and covenant compliance management
  • Advanced Microsoft Excel and PowerPoint skills
  • Experience with Net Suite a plus
  • Articulate with excellent verbal and written communication skills
  • Go-getter mentality, a "no job too big or small" attitude. Highly driven and self-motivated
  • Detail-oriented, highly organized, and resourceful
  • Deals effectively with ambiguity and thrives in fast-moving environment
  • Exceptional interpersonal skills: ability to build and maintain effective cross‑functional relationships
  • CFA (or progress toward), or relevant certifications a plus
Compensation Range:

$90,000 to $120,000 Annually

Why You’ll Love Working Here:
  • Amazing work/life balance
  • Generous Medical, Dental, Vision, and Prescription benefits (PPO & HMO)
  • 401(K) Plan with Employer Matching
  • License & Tuition Reimbursements
  • Paid Time Off
  • Holiday Pay & Floating Holiday
  • Employee Perks and Discount Programs
  • Supportive environment to help you grow and succeed
About Boomerang Healthcare:

Boomerang Healthcare (BHC) is a multidisciplinary and comprehensive team of experienced, committed healthcare providers that treat pain. Our team of doctors approaches each patient with one goal in mind: to help patients return to normal daily activities. We work with our patients to identify the cause of their pain and create a personalized treatment plan, recognizing that no two patients are alike, and neither is their pain.

Our providers create a comprehensive care plan, then monitor, manage and coordinate patient access to health services at BHC.

Boomerang Healthcare strives to be a diverse workforce that reflects, at all job levels, the patients we serve. We are an equal opportunity employer. Boomerang Healthcare is committed to compliance with the American Disabilities Act. If you require reasonable accommodation during the application process or have a question regarding an essential job function, please contact us.

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