FP&A Analyst/Manager

Job description

## **Job Title: Senior FP&A Analyst/Manager** **Location:** Remote (U.S.) or Hybrid (preferred near key hubs) **Reports To:** VP Finance **Department:** Finance **Level:** Senior Individual Contributor (high-ownership, high-visibility) ## **About Canopy** Canopy Works is a healthcare technology company focused on improving safety, responsiveness, and outcomes in complex care environments. We partner closely with health systems to deploy solutions that matter in real-world, high-stakes settings—where reliability, trust, and execution are everything. We’re in a phase of meaningful scale: growing customers, increasing financial complexity, and deeper board and investor engagement. That means Finance at Canopy isn’t just about reporting what happened—it’s about helping the business decide *what to do next*. ## **The Role** The Senior FP&A Analyst/Manager will be a critical thought partner to Finance leadership and cross-functional executives. This role owns core financial modeling, forecasting, and analysis that informs company-wide decision-making—from headcount planning and unit economics to board materials and long-range strategy. This is not a “spreadsheet in the corner” role. You’ll sit close to the business, translate messy inputs into clear insights, and help leaders understand tradeoffs as Canopy scales. ## **What You’ll Do** ### **Financial Planning & Forecasting** - Own and continuously improve the company’s operating model, including revenue, cost structure, headcount, and cash runway. - Lead monthly and quarterly forecasting processes in partnership with Finance, People Ops, Sales, Customer Experience, and Product. - Support annual budgeting and long-range planning (2–3 year outlooks), including scenario and sensitivity analyses. ### **Business & Strategic Analysis** - Build and maintain unit economics and customer-level profitability models, particularly in a healthcare SaaS / deployment-heavy environment. - Analyze performance drivers across revenue, gross margin, deployment costs, and operating expenses. - Partner with leaders to evaluate **new initiatives**, pricing changes, hiring plans, and investment tradeoffs. ### **Board & Executive Support** - Prepare board-ready financial materials, including variance analysis, KPIs, and forward-looking insights—not just numbers. - Support leadership discussions around capital planning, fundraising readiness, and financial risks/opportunities. - Help translate complex financial data into clear narratives for non-finance audiences. ### **Cross-Functional Partnership** - Work closely with People Ops on workforce planning, headcount approvals, and compensation cost modeling. - Partner with Sales & Customer Experience to understand pipeline assumptions, renewals, expansions, and deployment economics. - Collaborate with Accounting to ensure forecasts align with actuals and reporting integrity. ### **Systems & Process Improvement** - Improve FP&A processes, tools, and reporting as the company scales (e.g., forecasting cadence, dashboards, modeling standards). - Help define KPIs and operating metrics that reflect how Canopy truly runs—not just what’s easiest to measure. ## **What We’re Looking For** ### **Required Experience** - 4–7+ years of experience in FP&A, strategic finance, consulting, investment banking, or similar analytical roles. - Strong financial modeling skills (3-statement models, scenario analysis, sensitivity analysis). - Experience supporting executive leadership and/or board-level reporting. - Advanced Excel / Google Sheets skills; comfort building models from scratch. ### **Nice to Have** - Experience in **healthcare, SaaS, or hardware-enabled SaaS** environments. - Startup or high-growth company experience. - Familiarity with workforce planning, unit economics, or deployment-heavy cost models. - Experience working with imperfect data and evolving systems. ## **How You Work** - You’re analytical but pragmatic—you know when precision matters and when directionally right is good enough to move. - You’re comfortable with ambiguity and don’t wait for perfect inputs. - You communicate clearly with non-finance partners and don’t hide behind spreadsheets. - You have strong ownership instincts and follow things through.