Senior FP&A Analyst

FP&A Analyst, Hybrid, Dallas, TX

About AllerVie Health:
At AllerVie Health, our team members are unified around our mission to help patients achieve and maintain optimal health and quality of life - free from the symptoms and suffering of allergies, asthma, and related immunological conditions. From our physician and clinical roles to our administrative and operational support roles and everything in between, we change lives for the better - giving people their lives, health, and vitality back in real, tangible ways. We live every day on a mission and wake up excited to tackle new challenges and provide people with health solutions.

About You:

You're energized by purpose-driven work and believe that progress happens when people come together with integrity, care, and accountability.

You take pride in delivering excellence-holding yourself and others to high standards while creating an environment where everyone feels supported and empowered.

You bring optimism and happiness into your work, finding satisfaction not only in results but in relationships. You believe that advocating for others-whether it's a patient, a colleague, or a clinic how real impact happens.

If you're someone who leads with purpose and believes in doing good work that does good for others, we'd love to connect.

At AllerVie Health, we're committed to advancing allergy and asthma care nationwide-through compassion, innovation, and integrity. Join us in helping patients breathe better and live healthier, happier lives.

Job Summary:

The FP&A Analyst will play a key role in AllerVie Health's financial strategy and business planning efforts, working closely with the Senior Manager of Finance to support decision-making, optimize financial performance, and drive value creation in a private equity–backed environment. This position will focus on financial analysis, budgeting, forecasting, M&A modeling, and post-acquisition integration. The ideal candidate has strong analytical skills, attention to detail, and the ability to connect financial insights to operational strategy in a multi-site healthcare organization. This is a high-visibility role that provides an opportunity to influence business outcomes, enhance financial transparency, and support the company's ongoing growth through both organic expansion and acquisitions - ideal for someone seeking to grow toward Finance Manager or Director-level impact in a dynamic, scaling healthcare organization.

While this role offers some flexibility, candidates based in or willing to relocate to the Dallas–Fort Worth area are preferred.

Key Responsibilities:

Financial Planning & Forecasting

• Support the development of annual budgets, quarterly forecasts, and multi-year financial plans, partnering with accounting, operations, and executive leadership.
• Analyze trends in revenue, expenses, and profitability to identify opportunities for margin improvement and cost optimization.
• Prepare dynamic financial models to evaluate performance across clinics, service lines, and new business initiatives.
• Maintain rolling forecasts and variance analyses to ensure agile financial planning.

M&A and Private Equity Support

• Assist in financial due diligence, modeling, and valuation for potential acquisitions and partnerships.
• Collaborate with senior and executive leadership on integration planning for acquired entities, ensuring alignment of key financial metrics and systems.
• Develop pro forma and consolidated reporting to assess post-acquisition performance and return on investment (ROI).
• Support private equity sponsor reporting and investor presentations, including KPI tracking and board materials.

Reporting & Analysis

• Create insightful management dashboards, reports, and presentations for leadership and private equity stakeholders.
• Analyze clinic-level and regional performance to highlight operational drivers and variances.
• Partner with accounting to reconcile management reporting with GAAP financials, ensuring accuracy and consistency.

Strategic Business Support

• Serve as a thought partner to the CFO and other business leadere on financial strategy and operational improvement initiatives.
• Build scalable models and reporting tools to support new market entries, service expansions, and capital investment decisions.
• Support scenario planning and sensitivity analyses to guide strategic decision-making.

Qualifications:

• Bachelor's degree in finance, Accounting, Economics, or related field required.
• 2-3 years of progressive experience in FP&A, corporate finance, or investment banking.
• Private equity–backed or healthcare multi-site industry experience strongly preferred.
• Exposure to M&A financial modeling, due diligence, and integration required.
• Advanced proficiency in Excel, financial modeling, and data visualization (e.g., Power BI, Tableau).
• Experience with ERP and planning systems (e.g., NetSuite, Sage Intacct, Adaptive Insights, Vena, or Anaplan) a plus.

Skills & Attributes:

• Strong analytical, modeling, and presentation skills.
• Ability to translate complex data into actionable insights for non-financial stakeholders.
• Exceptional attention to detail with a proactive, problem-solving mindset.
• Comfortable in a fast-paced, dynamic environment with evolving priorities.
• Excellent interpersonal communication and cross-functional collaboration skills.

Physical Requirements:

• Prolonged periods of sitting and working on a computer.
• Must be able to lift up to 15 pounds at times.
• Occasional travel to clinics or partner sites as needed.

When you join AllerVie Health, you become part of a purpose-driven team dedicated to transforming lives through compassionate allergy care. We recognize and value the experience, perspective, and commitment you bring to our mission. In return, we offer competitive compensation and comprehensive benefits that empower you to thrive. This support enables you to give your best to the patients who count on us every day.

Benefits:

• Medical, Dental, and Vision Insurance Plans
• Employer HSA contribution
• Employer-Paid Life Insurance
• Supplemental benefit offerings
• 401(k) Plan with employer match
• Generous PTO and paid holidays

Learn About Us:
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AllerVie Health is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.