FP&A Specialist Jobs
FP&A Specialist jobs are open across financial services, healthcare, technology, manufacturing, and retail, at every level from analyst to senior and lead, with specializations in budgeting and forecasting, financial modeling, and variance analysis. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 1,017+ FP&A Specialist jobs
About Clarity Clinic
Clarity Clinic is an interdisciplinary group private practice of Psychiatrists, Psychiatric Advanced Practice Providers (PAs, NPs), Psychologists, and Therapists. Our mission is to thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional holistic care. Our staff of Psychiatrists, Advanced Practice Providers and Psychotherapists offer the latest medication, psychological assessment, and therapy treatment as we help guide our patients toward mental wellness and a balanced personal and professional lifestyle. Our team offers a broad range of specialties, services, and orientations to support and help all people regardless of their place in life. This multidisciplinary approach allows us to provide holistic care in psychiatry, psychotherapy and much more.
We’re redefining mental health care through our leading network of mental health providers, who thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional psychiatry and therapy care. It’s time to get the mental health care you deserve with our leading psychiatry (medication management) and talk therapy services.
What You'll Own
Forecasting & Budgeting
- Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans
- Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead
- Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing
Data Extraction & Analysis
- Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset
- Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP — not just the numbers but what they mean and what should happen next
- Over time, surface questions and trends the business hasn't thought to ask yet — the best financial planning and analytics work anticipates problems before they're visible to everyone else
Reporting & Variance Analysis
- Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them
- Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit
- Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements
Financial Modeling & Decision Support
- Build pro formas for new locations, new service lines, and provider compensation structures
- Model provider-level profitability — revenue, collections, utilization, and allocated costs — to identify what's working and what isn't
- Produce scenario models for payer reimbursement changes, capital decisions, and incentive plan design
Data & Systems
- Extract, clean, and connect data from AdvancedMD, Rippling, and other sources into Power BI reporting
- Partner closely with our Data Scientist — take their demand forecasting and capacity outputs and translate them into financial projections and planning assumptions
- Maintain clear definitions for core KPIs across the organization so finance and operations are speaking the same language
Other Duties
- The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform related duties, as assigned by their supervisor.
Core Competencies
The following competencies are required for this position and will be assessed during the hiring process, during the 90-day onboarding period, and as part of ongoing performance evaluation in accordance with Clarity Clinic's standards and Joint Commission requirements.
Technical & Functional Competencies
- Financial Planning & Forecasting Demonstrates the ability to build, maintain, and update driver-based financial models including annual budgets, rolling forecasts, and cash flow projections. Produces work that is accurate, documented, and defensible without requiring supervisory reconstruction.
- Data Extraction & Systems Proficiency Demonstrates proficiency in extracting, cleaning, and structuring data from source systems including AdvancedMD, Rippling, and Power BI. Operates independently in these systems without reliance on IT or data teams for routine pulls.
- Healthcare Revenue Cycle Knowledge Demonstrates working knowledge of CPT-driven revenue models, payer mix dynamics, reimbursement mechanics, provider ramp curves, and collections performance. Applies this knowledge directly to financial planning assumptions and variance analysis.
- Financial Modeling & Decision Support Demonstrates the ability to build pro formas, scenario models, and provider-level profitability analyses that support strategic decisions including new location evaluation, provider compensation design, and capital investment cases.
- Reporting & Data Visualization Demonstrates the ability to build and maintain Power BI dashboards and produce board-ready reporting packages that are forward-looking, narrative-driven, and accessible to non-financial stakeholders.
Behavioral & Professional Competencies
- Analytical Rigor Produces accurate, assumption-tested models and draws defensible conclusions. Identifies the root cause of variances rather than reporting surface-level results. Validates drivers and stress-tests outputs before presenting findings.
- Strategic Thinking Connects financial insights to operational and growth strategy. Proactively models decisions before they become urgent and surfaces risks and opportunities ahead of the planning cycle.
- Executive Communication Communicates complex financial findings clearly and concisely in written and verbal form. Translates technical analysis into recommendations that non-financial stakeholders can act on.
- Accountability & Ownership Takes end-to-end responsibility for forecast quality, reporting accuracy, and follow-through. Initiates work without being prompted and delivers finished products rather than works in progress.
- Collaboration & Operational Partnership Works effectively across departments and functions to align metrics, definitions, and accountability. Maintains clear lane discipline when working alongside the Data Scientist and other functional partners.
- Adaptability & Problem Solving Operates effectively in environments with imperfect or evolving data. Builds through ambiguity rather than waiting for perfect information and improves processes and definitions over time.
- Professional & Ethical Conduct Maintains confidentiality of financial, operational, and patient-adjacent data in accordance with Clarity Clinic policy and applicable regulatory requirements. Demonstrates integrity in all financial reporting and modeling activities.
What We're Looking For
Must-Haves
- 3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownership
- Personally built and maintained a full budget and rolling forecast cycle — not supported someone else who did it
- Demonstrated ability to go into source systems, extract data, and structure it into meaningful analysis without being told exactly how
- Advanced Excel modeling skills — driver-based models, scenario analysis, sensitivity tables
- Hands-on Power BI experience preferred — you build and maintain dashboards, you don't request them
- Strong written communication — you can explain what the numbers mean and what to do about it
- Comfortable operating in environments where data is imperfect and processes are still being built
- Someone who brings answers and a point of view, not just completed tasks
- Experiences with data systems (PowerBi, Cognos, Tableau, Zoho), Power BI not required
- Some experience with P&L/payroll/operational inputs
Strong Differentiators
- AdvancedMD experience (significant plus)
- Multi-site outpatient healthcare, behavioral health, or medical group background
- Familiarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics
- Experience working alongside or translating outputs from data science or analytics teams
- Rippling or comparable HRIS/payroll system experience
Compensation & Benefits
- Base Salary: $95,000 – $120,000 depending on experience and qualifications
- Bonus Target: 10%
- Fully remote with Chicago-area preference
- Full comprehensive benefits package including health, dental, vision, EAP services and more
- Monthly Wellness Reimbursement to promote your self-care routine & well-being
- 401k match up to 4%
- Opportunities for growth and professional development
- 15 days of accrued PTO and up to 5 sick/wellness days
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk, hear, or effectively communicate with others. The employee is frequently required to stand, walk, sit, and use a keyboard. The employee must occasionally lift and/or move up to 25 pounds.
We celebrate diversity when it comes to all backgrounds and identities, and we encourage applications from minorities, LGBTQ+ individuals, candidates of all ages, and nontraditional backgrounds. Clarity Clinic an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
Please stay alert to protect yourself from sophisticated job scams during the recruiting process. Only emails that come from claritychi.com are legitimate recruiting messages. Our HR Team will not send emails from other domains, or message you using WhatsApp or text messaging. We conduct all interviews by phone or video, and we will never ask you for money or to download software either during the interview process, credentialing or during our onboarding process. More tips from the FTC to avoid job scams: https://www.consumeraffairs.com/news/ftc-offers-tips-on-avoiding-job-scams-041321.html
About Clarity Clinic
Clarity Clinic is an interdisciplinary group private practice of Psychiatrists, Psychiatric Advanced Practice Providers (PAs, NPs), Psychologists, and Therapists. Our mission is to thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional holistic care. Our staff of Psychiatrists, Advanced Practice Providers and Psychotherapists offer the latest medication, psychological assessment, and therapy treatment as we help guide our patients toward mental wellness and a balanced personal and professional lifestyle. Our team offers a broad range of specialties, services, and orientations to support and help all people regardless of their place in life. This multidisciplinary approach allows us to provide holistic care in psychiatry, psychotherapy and much more.
We’re redefining mental health care through our leading network of mental health providers, who thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional psychiatry and therapy care. It’s time to get the mental health care you deserve with our leading psychiatry (medication management) and talk therapy services.
What You'll Own
Forecasting & Budgeting
- Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans
- Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead
- Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing
Data Extraction & Analysis
- Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset
- Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP — not just the numbers but what they mean and what should happen next
- Over time, surface questions and trends the business hasn't thought to ask yet — the best financial planning and analytics work anticipates problems before they're visible to everyone else
Reporting & Variance Analysis
- Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them
- Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit
- Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements
Financial Modeling & Decision Support
- Build pro formas for new locations, new service lines, and provider compensation structures
- Model provider-level profitability — revenue, collections, utilization, and allocated costs — to identify what's working and what isn't
- Produce scenario models for payer reimbursement changes, capital decisions, and incentive plan design
Data & Systems
- Extract, clean, and connect data from AdvancedMD, Rippling, and other sources into Power BI reporting
- Partner closely with our Data Scientist — take their demand forecasting and capacity outputs and translate them into financial projections and planning assumptions
- Maintain clear definitions for core KPIs across the organization so finance and operations are speaking the same language
Other Duties
- The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform related duties, as assigned by their supervisor.
Core Competencies
The following competencies are required for this position and will be assessed during the hiring process, during the 90-day onboarding period, and as part of ongoing performance evaluation in accordance with Clarity Clinic's standards and Joint Commission requirements.
Technical & Functional Competencies
- Financial Planning & Forecasting Demonstrates the ability to build, maintain, and update driver-based financial models including annual budgets, rolling forecasts, and cash flow projections. Produces work that is accurate, documented, and defensible without requiring supervisory reconstruction.
- Data Extraction & Systems Proficiency Demonstrates proficiency in extracting, cleaning, and structuring data from source systems including AdvancedMD, Rippling, and Power BI. Operates independently in these systems without reliance on IT or data teams for routine pulls.
- Healthcare Revenue Cycle Knowledge Demonstrates working knowledge of CPT-driven revenue models, payer mix dynamics, reimbursement mechanics, provider ramp curves, and collections performance. Applies this knowledge directly to financial planning assumptions and variance analysis.
- Financial Modeling & Decision Support Demonstrates the ability to build pro formas, scenario models, and provider-level profitability analyses that support strategic decisions including new location evaluation, provider compensation design, and capital investment cases.
- Reporting & Data Visualization Demonstrates the ability to build and maintain Power BI dashboards and produce board-ready reporting packages that are forward-looking, narrative-driven, and accessible to non-financial stakeholders.
Behavioral & Professional Competencies
- Analytical Rigor Produces accurate, assumption-tested models and draws defensible conclusions. Identifies the root cause of variances rather than reporting surface-level results. Validates drivers and stress-tests outputs before presenting findings.
- Strategic Thinking Connects financial insights to operational and growth strategy. Proactively models decisions before they become urgent and surfaces risks and opportunities ahead of the planning cycle.
- Executive Communication Communicates complex financial findings clearly and concisely in written and verbal form. Translates technical analysis into recommendations that non-financial stakeholders can act on.
- Accountability & Ownership Takes end-to-end responsibility for forecast quality, reporting accuracy, and follow-through. Initiates work without being prompted and delivers finished products rather than works in progress.
- Collaboration & Operational Partnership Works effectively across departments and functions to align metrics, definitions, and accountability. Maintains clear lane discipline when working alongside the Data Scientist and other functional partners.
- Adaptability & Problem Solving Operates effectively in environments with imperfect or evolving data. Builds through ambiguity rather than waiting for perfect information and improves processes and definitions over time.
- Professional & Ethical Conduct Maintains confidentiality of financial, operational, and patient-adjacent data in accordance with Clarity Clinic policy and applicable regulatory requirements. Demonstrates integrity in all financial reporting and modeling activities.
What We're Looking For
Must-Haves
- 3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownership
- Personally built and maintained a full budget and rolling forecast cycle — not supported someone else who did it
- Demonstrated ability to go into source systems, extract data, and structure it into meaningful analysis without being told exactly how
- Advanced Excel modeling skills — driver-based models, scenario analysis, sensitivity tables
- Hands-on Power BI experience preferred — you build and maintain dashboards, you don't request them
- Strong written communication — you can explain what the numbers mean and what to do about it
- Comfortable operating in environments where data is imperfect and processes are still being built
- Someone who brings answers and a point of view, not just completed tasks
- Experiences with data systems (PowerBi, Cognos, Tableau, Zoho), Power BI not required
- Some experience with P&L/payroll/operational inputs
Strong Differentiators
- AdvancedMD experience (significant plus)
- Multi-site outpatient healthcare, behavioral health, or medical group background
- Familiarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics
- Experience working alongside or translating outputs from data science or analytics teams
- Rippling or comparable HRIS/payroll system experience
Compensation & Benefits
- Base Salary: $95,000 – $120,000 depending on experience and qualifications
- Bonus Target: 10%
- Fully remote with Chicago-area preference
- Full comprehensive benefits package including health, dental, vision, EAP services and more
- Monthly Wellness Reimbursement to promote your self-care routine & well-being
- 401k match up to 4%
- Opportunities for growth and professional development
- 15 days of accrued PTO and up to 5 sick/wellness days
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to talk, hear, or effectively communicate with others. The employee is frequently required to stand, walk, sit, and use a keyboard. The employee must occasionally lift and/or move up to 25 pounds.
We celebrate diversity when it comes to all backgrounds and identities, and we encourage applications from minorities, LGBTQ+ individuals, candidates of all ages, and nontraditional backgrounds. Clarity Clinic an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
Please stay alert to protect yourself from sophisticated job scams during the recruiting process. Only emails that come from claritychi.com are legitimate recruiting messages. Our HR Team will not send emails from other domains, or message you using WhatsApp or text messaging. We conduct all interviews by phone or video, and we will never ask you for money or to download software either during the interview process, credentialing or during our onboarding process. More tips from the FTC to avoid job scams: https://www.consumeraffairs.com/news/ftc-offers-tips-on-avoiding-job-scams-041321.html
FP&A Specialist Jobs by Experience Level
See All 1,017+ FP&A Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
Find FP&A Specialist JobsFP&A Specialist Job Market
Who's Hiring
- Amazon38
- Vail Resorts15
- Riveron12
- Intuit8
- CVS Health8
Top Industries Hiring
- Technology & Software14
- Manufacturing9
- Consulting & Professional Services8
- Staffing & Recruiting6
- Banking & Financial Services6
What Employers Look For
The qualifications that appear most often in FP&A specialist jobs.
- Bachelor's degree in finance, accounting, economics, or a related field
- Proficiency in Excel including financial modeling and pivot tables
- Experience building and maintaining annual budgets and rolling forecasts
- Familiarity with ERP or FP&A planning tools such as Anaplan or Adaptive Insights
- Ability to perform variance analysis and present findings to business partners
- CPA, CFA, or MBA preferred for senior-level and lead fp&a specialist roles
Tips for Your FP&A Specialist Job Search
Quantify your forecast accuracy on your resume
Hiring managers for fp&a specialist roles want to see numbers, not duties. Replace bullet points like 'built financial models' with outcomes: how far off your forecasts were from actuals, how much time you cut from close cycles, or how many business units you supported.
Match your tools to the job posting
FP&A postings vary sharply between Excel-heavy environments and teams running Anaplan, Adaptive Insights, or Power BI. Read each posting carefully and mirror the tool names in your resume exactly as written so your application clears initial screening.
Apply early to roles that fit
Migrate Mate lists fp&a specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by planning cycle stage
Companies ramp up fp&a hiring before annual planning season and right after fiscal year close. If a posting mentions 'annual budget cycle' or 'long-range planning,' the team is building capacity now and your application carries more urgency.
Prepare a case interview for your numbers
FP&A interviews often include a take-home model or a live walk-through of a P&L. Practice explaining your assumptions out loud, not just your outputs. Interviewers care more about your logic than whether your answer matches a predetermined number.
Negotiate using the full compensation package
Many fp&a specialist offers include bonus targets tied to company or individual performance, which can be as significant as base pay. Ask the hiring manager to walk through how bonuses have paid out in recent years before accepting or countering any offer.
FP&A Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most fp&a specialists?
The companies hiring the most fp&a specialists right now include Amazon, Vail Resorts, and Riveron, with the largest share of openings in California, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Demand is especially concentrated in financial services, healthcare systems, and large retail and technology companies.
How many fp&a specialist jobs are remote?
About 76% of fp&a specialist openings are fully remote or hybrid as of November 2026, reflecting the role's heavy reliance on shared models and dashboards that travel well digitally. Sub-areas like financial modeling, reporting, and long-range planning tend to have the highest remote availability, while roles supporting on-site manufacturing or retail operations lean toward in-person arrangements.
How do you become a fp&a specialist?
Most fp&a specialists start with a bachelor's degree in finance, accounting, or economics, then build foundational skills in financial modeling, budgeting, and variance analysis through roles in accounting, financial analysis, or business operations. Strengthening your Excel and planning-tool skills, learning to present data clearly to non-finance stakeholders, and earning credentials like a CFA or CPA can accelerate your progression into dedicated fp&a roles.
Can I get an fp&a specialist job with little or no experience?
Entry-level fp&a specialist roles exist and typically look for candidates who can demonstrate strong Excel modeling skills, familiarity with financial statements, and an ability to explain numbers to a non-finance audience. Building a portfolio of personal or academic models, volunteering for budgeting work in a current role, or starting in a staff accountant or junior analyst position are all viable ways to build the foundation employers want before moving into fp&a specifically.
What does the fp&a specialist interview process look like?
The fp&a specialist interview process typically includes an initial recruiter screen, a hiring manager conversation focused on your modeling experience and business partnering style, and a technical round that often involves a take-home financial model or a live case. Final rounds usually bring in finance leadership and sometimes a business unit partner to assess how well you communicate financial insights to non-finance stakeholders.
Where can I find and apply to fp&a specialist jobs?
You can find and apply to fp&a specialist jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the listings to find roles that match your experience and specialization, then apply directly to each one that fits.
See All 1,017+ FP&A Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
Find FP&A Specialist Jobs