Financial Planning & Analysis Analyst
AI Summary
FP&A Analyst supports month-end close, forecasting, reporting, and analysis for a fast-growing medical aesthetics platform; collaborates with PE ownership and executives to maintain forecast models and Board reporting.
About this role
About Us
We are a fast-growing, private equity-backed medical aesthetics platform expanding into new states. As we scale our clinic footprint, we are building a professional finance organization to support rapid growth, reporting, and strategic planning.
THIS ROLE IS ON SITE IN NEWPORT BEACH, CA.
Position Overview
We are seeking an FP&A Analyst to support financial management, month-end close, forecasting, reporting, and analysis. This role works closely with PE ownership,Finance& Executive leadership,and the accounting team to maintain forecast models, develop executive and Board-level reporting, and analyze clinic and service-line performance.
This role is ideal for candidates with accounting, corporate finance, consulting, or investment banking experience looking to grow into a strategic FP&A function.
Key Responsibilities
•Support month-end and year-end close, reviewing journal entries, accruals, and reconciliations
•Maintain rolling forecasts, budgets, and variance analysis
•Develop reporting packages for leadership and Board meetings
•Analyze clinic-level performance, payroll/labor trends, membership growth, inventory, and profitability
•Perform ad hoc financial analysis to support strategic initiatives
•Contribute to dashboards and automated reporting tools
Why Join Us
•Hands-on exposure to executive leadership and Board reporting
•Opportunity to transition from accounting, consulting, or IB into FP&A
•Contribute to financial planning and reporting for a rapidly expanding multi-state business
•Career expansion within a high-growth,professionalizing finance function
Compensation:$80,000 – $90,000 Base
Requirements
Qualifications
•Bachelor’s degree in Finance, Accounting, Economics, or related field
•1–3 years of experience in FP&A, Accounting, Audit, Corporate Finance, Consulting, or Investment Banking
•Experience with Microsoft Dynamics 365 or a similar ERP system required
•Proficiency in Microsoft Excel and PowerPoint
•Experience supporting month-end close and financial reporting
•Strong analytical, organizational, and problem-solving skills
•Nice to have: Power BI or SQL experience
•Understanding of medspa industry is a plus
