Senior Financial Planning and Analysis Associate

Senior Financial Planning and Analysis Associate

Join us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.

Role Summary:

Join athenahealth as a Senior Financial Planning and Analysis Associate responsible for delivering timely cash flow management, accurate forecasts, and clear variance analysis that enable informed business decisions. This position is based in Chennai, India and is offered as a hybrid role. This role reports to the Director and requires NA% travel annually.

Team Summary:

The FP&A team partners across the business to turn financial data into actionable insights that drive strategic decision-making and operational performance. They own forecasting and budgeting (including cash flow and three-statement models), produce executive-level reporting and scenario analysis for the CEO/CFO, and translate company priorities into measurable financial plans and KPIs.

Expanded description: As a member of the FP&A team you will work with leaders across finance, product, sales, and operations to develop forward-looking financial plans and operational metrics. You will build and maintain cash flow models, lead rolling forecasts, and produce variance analyses that clarify drivers of performance. Your work will support monthly close packs, management reporting, and deep-dive analyses that inform resource allocation and strategic trade-offs. The team values clear storytelling with data, repeatable modeling practices, and collaborative problem solving to help the company meet financial targets and respond to changing market conditions.

Essential Job Responsibilities:

· Develop and maintain detailed cash flow models that support short- and medium-term liquidity planning.

· Prepare and update rolling forecasts and scenario analyses to reflect business drivers and strategic initiatives.

· Analyze monthly and quarterly variances between actuals and forecasts; summarize key drivers and recommend actions.

· Build and maintain three-statement financial models to support budgeting, forecasting, and decision-making.

· Produce executive-level reports and presentations that translate complex financial results into clear insights and recommendations.

· Partner with cross-functional stakeholders to gather inputs, validate assumptions, and improve forecast accuracy.

· Automate data preparation and reporting processes to increase efficiency and reduce manual effort.

· Monitor key financial and operational KPIs, flag risks or opportunities, and provide ad hoc analysis when requested.

· Use AI-assisted tools (for example, to accelerate data reconciliation, generate initial scenario sets, or surface anomaly candidates) to enhance forecasting efficiency and ensure outputs are validated against source data and documented assumptions.

· Mentor junior analysts and contribute to improvements in FP&A processes and documentation.

Additional Job Responsibilities:

· Support monthly close activities and coordinate with accounting teams to reconcile balances used in reporting.

· Assist in the annual budgeting process and periodic reforecast cycles.

· Participate in cross-functional projects that require financial modeling or business case development.

· Help maintain and improve reporting dashboards and data visualizations for broader stakeholder use.

· Contribute to ad hoc financial analyses such as pricing, margin improvement, or investment evaluations.

· Support audits or external requests for financial information as needed.

Expected Education & Experience:

· 6–10 years of professional experience in financial planning and analysis, corporate finance, or related roles.

· Demonstrated experience building cash flow models, forecasts, and variance analyses.

· Strong proficiency with financial modeling and Excel; experience with financial planning tools or BI platforms (for example: Anaplan, Adaptive, Tableau, Power BI, or equivalent).

· Experience translating financial results into executive-level presentations and actionable recommendations.

· Familiarity with accounting concepts and the monthly close process.

· Strong analytical and communication skills, with experience working cross-functionally to gather inputs and influence outcomes.

· Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced degree or professional certification (e.g., CFA, CPA) is a plus.

About athenahealth

Our vision: In an industry that becomes more complex by the day, we stand for simplicity. We offer IT solutions and expert services that eliminate the daily hurdles preventing healthcare providers from focusing entirely on their patients — powered by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.

Our company culture: Our talented  employees — or athenistas, as we call ourselves — spark the innovation and passion needed to accomplish our vision. We are a diverse group of dreamers and do-ers with unique knowledge, expertise, backgrounds, and perspectives. We unite as mission-driven problem-solvers with a deep desire to achieve our vision and make our time here count. Our award-winning culture is built around shared values of inclusiveness, accountability, and support.

Our DEI commitment: Our vision of accessible, high-quality, and sustainable healthcare for all requires addressing the inequities that stand in the way. That's one reason we prioritize diversity, equity, and inclusion in every aspect of our business, from attracting and sustaining a diverse workforce to maintaining an inclusive environment for athenistas, our partners, customers and the communities where we work and serve.

What we can do for you:

Along with health and financial benefits, athenistas enjoy perks specific to each location, including commuter support, employee assistance programs, tuition assistance, employee resource groups, and collaborative  workspaces  — some offices even welcome dogs.

We also encourage a better work-life balance for athenistas with our flexibility. While we know in-office collaboration is critical to our vision, we recognize that not all work needs to be done within an office environment, full-time. With consistent communication and digital collaboration tools, athenahealth enables employees to find a balance that feels fulfilling and productive for each individual situation.

In addition to our traditional benefits and perks, we sponsor events throughout the year, including book clubs, external speakers, and hackathons. We provide athenistas with a company culture based on learning, the support of an engaged team, and an inclusive environment where all employees are valued. 

Learn more about our culture and benefits here: athenahealth.com/careers  

https://www.athenahealth.com/careers/equal-opportunity

Experience Level

Senior Level