Financial Planning Analyst

Job Title:
FP&A Analyst

Reports to:
Director of FP&A

FLSA Status:
Exempt

Employment Status:
Full-time regular

Location
: Irvine, CA

About Our Organization:
RIS Rx (pronounced "RISE") is a healthcare technology organization with a strong imprint in the patient access and affordability space. RIS Rx has quickly become an industry leader in delivering impactful solutions to stakeholders across the healthcare continuum. RIS Rx is proud to offer an immersive service portfolio to help address common access barriers. We don't believe in a "one size fits all" approach to our service offerings. Our philosophy is to bring forward innovation, value and service to everything that we do. This approach has allowed us to have the opportunity to serve countless patients to help produce better treatment outcomes and an overall improved quality of life. Here at RIS Rx, we invite our partners and colleagues to "Rise Up" with us to bring accessible healthcare and solutions for all.

Job Summary:
We're looking for a motivated and analytically minded FP&A Analyst to join our Finance team. This role will play a key role in supporting financial planning, reporting, and analysis to help drive strategic decision-making across the company. This position offers a great opportunity to gain exposure to all aspects of the business and drive data-informed decision-making. The ideal candidate has strong technical and problem-solving skills, enjoys working with data, and thrives in a dynamic, fast-paced environment.

Key Responsibilities

Budgeting & Forecasting

• Support the annual budget, forecast, and long-range planning processes.
• Build and maintain detailed financial models to evaluate business performance and key drivers and assist in the rolling business forecasting process.
• Gather, structure, and analyze large data sets using analytical tools to support financial modeling and decision-making.

Financial Reporting & Analysis

• Conduct variance analysis and prepare clear, insightful commentary on financial results versus forecast and prior periods.
• Analyze key performance indicators (KPIs) and operational metrics to identify trends, risks, and opportunities for improvement.

Business Partnering

• Partner with business leaders to provide analytical support and drive better decision-making.
• Assist in the preparation of management presentations and board materials.

Process Improvement

• Develop and automate reports and dashboards in Excel, Planful, Power BI, or similar tools.
• Assist in ensuring data integrity and consistency across financial systems and reports.
• Support additional ongoing process improvements and automation within FP&A.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• 2-5 years of experience in FP&A, Corporate Finance, Investment Banking, Consulting, or related analytical roles.
• Advanced Excel skills (modeling, data analysis, scenario building).
• Strong analytical mindset and attention to detail.
• Ability to work independently, prioritize effectively, and communicate insights clearly.
• Comfortable collaborating cross-functionally and working with complex datasets.

Nice to Have

• Familiarity with SQL, Power BI, Tableau, or other data analytical tools.
• Experience with ERP or FP&A systems (e.g., NetSuite, Planful, Adaptive Insights, Anaplan).
• Background in Investment Banking, Consulting, or Transaction Advisory helpful but not required.
• Exposure to SaaS, healthcare, or pharma-related business models.