Senior Analyst, Financial Planning & Analysis

How you’ll make an impact:  

As a Senior Analyst on our FP&A team, you will help Strata plan for the future and make informed financial decisions so we can empower the vital missions of our customers. You will support the company’s expense planning, budgeting, forecasting, and performance analysis, partnering closely with the VP of Finance, Accounting, and business leaders. You’ll translate operating activity into clear financial insights, strengthen spending discipline, and help teams manage resources effectively while supporting scalable growth and profitability. 

This isn’t just about crunching numbers-it’s about turning expense data into actionable insight for a company operating at the intersection of healthcare and technology. In this role, you will: 

• Maintain and enhance expense forecasting, budgeting, and long-range planning models across departments and cost centers 

• Prepare monthly and quarterly expense reporting, including budget-to-actual and forecast variance analysis, trend commentary, and KPI tracking 

• Partner with department leaders to develop spending forecasts, identify risks and opportunities, and improve cost visibility and accountability 

• Analyze software, infrastructure, commissions, marketing, travel, and other operating expense drivers to support resource allocation decisions 

• Build scenarios and business cases that evaluate spending alternatives, cost savings initiatives, and investment tradeoffs 

• Improve recurring reporting and forecasting processes through standardized templates, automation, and effective use of financial systems 

• Collaborate with Accounting, People, Technology, and other functional teams to ensure expense data is complete, accurate, and aligned 

What we’re looking for:  

• 3+ years of progressive finance, FP&A, accounting, or related analytical experience, including meaningful responsibility for expense planning and reporting 

• Strong experience with operating expense forecasting, budgeting, variance analysis, and cost-center reporting; SaaS, technology, or healthcare experience is a plus 

• Advanced Excel and financial modeling skills, with proficiency in financial systems such as NetSuite, Adaptive Insights, or similar platforms 

• Ability to synthesize detailed financial data, identify key drivers, and communicate clear conclusions and recommendations to non-finance stakeholders 

• Strong attention to detail, sound judgment, and a track record of producing accurate, timely analysis in a fast-paced environment 

• Experience using automation, business intelligence, and AI-enabled tools to improve financial reporting and planning processes 

• Collaborative, proactive approach with the ability to manage multiple priorities and work independently while maintaining strong cross-functional relationships 

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or other relevant certification is a plus 

Estimated Salary Range: $85,000- $110,000

Actual salary will be determined based on factors including, but not limited to, skill set and level of experience. This salary range is a good faith estimate of base pay. Strata also provides discretionary variable pay programs based on role. In addition, Strata provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, parental leave, life and accident insurance, and other voluntary and well-being benefits.

Find out more about Strata benefits here.  

How we work:

Our preferred location for open roles is Chicago, IL. We value in-person connection and regularly host on-campus events to create meaningful opportunities for our team to build relationships and collaborate 

Thinking about applying?  

Research shows that women and underrepresented groups tend to apply to jobs only when they check every box on a job posting. If you’re currently reading this and hesitating to click “Apply” for that reason, we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience.

Should you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please reach out to [email protected]. 

Here @ Strata…  

Our culture is driven by our people solving problems together. We embrace learning, collaboration, and continuous career growth. Together, we lift our customers, our products, our company, and our community.  

We believe that each of our team member’s unique perspectives and experiences is what drives innovation and positive change. Our individual differences are what make us a more forward-thinking organization. We foster a culture of inclusion, equity and belonging, regardless of race, religion, disability, sex, sexual orientation, gender identity or national origin.  

Our Core Values:

While we celebrate what makes each member of our team unique, our core values are what connect us. They set clear expectations for how we approach our work and how each of us can positively influence the experience of our team and our customers.

• We connect with positive intent.
• We are helpful.
• We own it.
• We get better every day.
• We are humble.