Senior Financial Planning & Analysis Analyst

About OpenLoop

OpenLoop was co-founded by CEO, Dr. Jon Lensing, and COO, Christian Williams, with the vision to bring care anywhere. Our telehealth support solutions are thoughtfully designed to streamline and simplify go-to-market care delivery for companies offering meaningful virtual support to patients across an expansive array of specialties, in all 50 states.

About the Role

OpenLoop’s mission is to bring care anywhere by powering telehealth solutions at scale. OpenLoop is looking for a Senior Analyst, FP&A to join our team remotely or at HQ in Des Moines, IA. You will play a critical role in financial planning, analysis, and decision support. In this role, you will be responsible for creating financial models, analyzing financial performance, and providing insights to guide business strategies and decision-making processes. The ideal candidate will have strong analytical skills, attention to detail, and the ability to communicate financial information effectively to stakeholders. 

What You'll Do

• Develop and maintain financial models to support forecasting, budgeting, and long-term planning.

• Prepare monthly, quarterly, and annual financial reports, including variance analysis and commentary on financial performance.

• Analyze financial statements, trends, and key performance indicators (KPIs) to provide actionable insights for management.

• Assist in the development of annual budgets and periodic forecasts, working closely with various departments to gather input and ensure accuracy.

• Monitor actual performance against budgets and forecasts, identifying variances and providing recommendations for corrective actions.

• Support strategic planning initiatives by analyzing financial data and trends to assist in the development of business strategies. Conduct scenario analyses and financial simulations to evaluate potential business opportunities and risks.

• Work with cross-functional teams to gather financial information, understand business drivers, and support decision-making processes.

• Prepare presentations and reports for senior management and Board, highlighting key financial metrics and strategic recommendations.

• Identify opportunities for improving financial processes and systems to enhance efficiency and accuracy.

• Assist in the implementation of new financial tools and technologies.

• Provide financial analysis and support for special projects and initiatives as required by the finance team or senior management.

• Other duties as assigned.

 Who You Are

• Bachelor’s Degree in Finance, Accounting, or related field.

• 4-6 years of experience in a financial planning, analysis, or a related financial role.

• Strong foundational knowledge of accounting and corporate finance, with the ability to explain fluently how the income statement, balance sheet, and cash flow statement dynamically interconnect.

• Experience with financial modeling, budgeting, and forecasting.

• Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.

• Proficiency in Microsoft Excel, financial modeling, and data analysis.

• Experience with financial software or ERP systems is a plus.

• Excellent communication skills, with the ability to present financial information clearly and effectively to both financial and non-financial stakeholders.

• Attention to detail and the ability to work independently as well as part of a team.

• Comfortable learning new business models, navigating ambiguous data, and pivoting priorities as the business scales.

Preferred Qualifications

• Prior FP&A experience within HealthTech, Digital Health, or Pharmacy operations.

• Experience working with startup/early-stage environments dealing with a high volume of data.

• M&A modeling or corporate development experience.

• Experience within Private Equity or Investment Banking is a plus.

Our Benefits

In addition, for salaried positions you would also be eligible for:

• Medical, Dental, and Vision plans

• Flexible Spending/Health Savings Accounts

• Flexible PTO

• 401(k) + Company Match

• Life Insurance, Pet insurance, and more

Our Company

We have a relatively flat organizational structure here at OpenLoop. Everyone is encouraged to bring ideas to the table and make things happen. This fits in well with our core values of Autonomy, Competence and Belonging, as we want everyone to feel empowered and supported to do their best work.

Sound like a good fit? We’d love to meet you.