Financial Planning & Analysis Analyst

Job DescriptionJob Description

ABOUT ADOBE

Adobe Population Health (APH) is a women-owned health solutions company founded in 2018 committed to positively impacting the lives we touch. The company has a culture of inclusivity and human kindness, based in Phoenix, AZ, with satellite locations in multiple states. APH has been recognized the last two years as one of “America's Fastest-Growing Private Companies” by Inc. 5000 and has earned a "Best Places to Work" award from the Phoenix Business Journal four years in a row.

As one of the country's few fully integrated healthcare providers, APH offers a range of services which include case management, in-home/in-clinic wellness assessments, preventative care, transitional care, and social work services. APH offers customized services for Medicaid, Medicare, and the ACA/Marketplace lines of business.

POSITION PURPOSE

Adobe Population Health is searching for a Financial Planning & Analysis (FP&A) Analyst, who plays a critical role in supporting the organization’s mission to deliver value-based care and improve health outcomes across diverse populations in multiple states. This position is responsible for driving data-informed financial decisions by providing robust forecasting, budgeting, and financial modeling in alignment with strategic objectives.

As a key member of the Accounting team, the FP&A Analyst partners closely with senior leaders across operations, clinical services, and strategic development to support sustainable growth and financial performance. The analyst is responsible for synthesizing complex data into clear insights, developing forward-looking financial plans, and analyzing trends related to revenue, cost, and service utilization. This includes developing short-term, medium-term, and long-term forecasts, tracking key performance indicators (KPIs), and supporting initiatives related to program expansion, and cost management.

With the organization’s continued growth across multiple regions and markets, this role will also support state-specific financial reporting and payer performance analysis. The ideal candidate thrives in a fast-paced, mission-driven environment and is committed to using data to promote equitable, efficient, and impactful care delivery.

This newly created position was established to support APH’s expansion and will report directly to the CFO. The role is based at our corporate headquarters, conveniently located off the 51 freeway (16th Street and Glendale Avenue).

DUTIES & RESPONSIBILITIES

Financial Modeling and Reporting (40%)

• Develop and maintain complex financial models to support strategic planning, budgeting, forecasting, and scenario analysis.
• Prepare and present monthly, quarterly, and annual financial reports and dashboards for senior management and board of directors.
• Analyze financial data and key performance indicators to identify trends, variances, opportunities, and risks.
• Collaborate with accounting and other departments to ensure data accuracy and consistency.

Business Partnering and Decision Support (40%)

• Provide financial insights and recommendations to support the decision-making process of senior management and business units.
• Perform profitability analysis and return on investment analysis for new and existing projects, initiatives, and services.
• Conduct market research and benchmarking to evaluate competitive landscape and industry best practices.
• Participate in cross-functional teams and projects to drive operational efficiency and business growth.

Process Improvement and Compliance (15%)

• Identify and implement process improvement opportunities to enhance financial planning and analysis capabilities and systems.
• Ensure compliance with internal controls, policies, and procedures.
• Assist with internal and external audits and regulatory requirements.

Other (5%)

• Maintain compliance with federal, state, and local regulations and policies.
• Perform other clerical and administrative tasks as assigned.

REQUIRED SKILLS & QUALIFICATIONS

• Understanding of Generally Accepted Accounting Principles (GAAP) and standard financial statements.
• Advanced proficiency in Microsoft Excel (pivot tables, lookups, dynamic models, etc.)
• Strong analytical thinking with the ability to synthesize large data sets into actionable insights.
• Excellent verbal and written communication skills to convey complex financial information to non-finance stakeholders.
• Collaborative mindset with the ability to work across departments, including clinical, operations, and teams.
• High attention to detail, accuracy, and time management in a fast-paced, growing environment.
• Proactive problem-solver with a continuous improvement mindset.

SKILLS & QUALIFICATIONS

• Bachelor's degree (or higher) in business administration, data analytics, or related field
• At least one (1) year of direct FP&A analyst experience, including planning, budgeting, forecasting, and variance analysis.
• Familiarity with Alteryx is useful.
• Skilled in data analysis and visualization using Power BI.
• Working experience with Salesforce and Sage Intacct

EDUCATION, LICENSES, & CERTIFICATIONS

• Bachelor’s degree or higher in Finance, Accounting, Business, or related field .

BENEFITS & TOTAL REWARDS

• Paid and Training
• Insurance – Medical, Dental, Vision, and Life
• 401k Plan – 3% match
• Employee Assistance Program
• Tuition Reimbursement
• Continued Education Support
• Mileage Reimbursement (if applicable)
• Referral Bonuses
• Paid Holidays (8 days)
• Paid Time Off (15 days)
• Paid Volunteer Hours

CHARACTER & COMPETENCIES

• Courage – To have the courage to do the right thing at the right time.
• Ownership – To take ownership of every issue you touch.
• Respect – To respect yourself, co-workers, and for those whom you care.
• Excellence – To be excellent in all that you do.
• - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural ; Educates others on the value of ; Promotes a harassment-free environment; Builds a diverse workforce.
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethics; Upholds organizational values.
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
• Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Problem-Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem-solving situations; Uses reason even when dealing with emotional topics.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

PHYSICAL DEMANDS & WORK ENVIRONMENT

• Occasionally required to stand.
• Occasionally required to walk.
• Continually required to sit.
• Occasionally required to climb, balance, bend, stoop, kneel, or crawl.
• Continually required to talk or hear.
• While performing the duties of this job, the noise level in the work environment is usually moderate.
• May occasionally lift and /or move more than 30 pounds.
• Must be able to physically perform the essential duties of the position which include lifting 30 lbs., transporting materials, stooping, kneeling, crouching, reaching, use of hands, balancing, walking, standing, talking, hearing, and typing.

EQUAL EMPLOYMENT OPPORTUNITY

APH is an Equal Opportunity Employer where all qualified applicants will receive consideration for employment without regard to , , , , , , , , or status as a protected veteran.