Sr. Analyst, Financial Planning and Analysis

At LifeStance Health, we strive to help individuals, families, and communities with their mental health needs. Everywhere. Every day. It’s a lofty goal; we know. But we make it happen with the best team in mental healthcare.

Thank you for taking the time to explore a career with us. As the fastest growing mental health practice group in the country, now is the perfect time to join our team!

LifeStance Health Values

• Belonging: We cultivate a space where everyone can show up as their authentic self.

• Empathy: We seek out diverse perspectives and listen to learn without judgment.

• Courage: We are all accountable for doing the right thing - even when it's hard - because we know it's worth it.

• One Team: We realize our full potential when we work together towards our shared purpose.

ROLE OVERVIEW

We are seeking a highly skilled and motivated Senior Financial Analyst to join our Corporate Financial Planning & Analysis (FP&A) team. As the Senior Financial Analyst, you will play a critical role in supporting the Corporate FP&A Senior Manager and our FP&A department by ensuring efficient coordination, effective communication, and timely completion of key deliverables. This role requires strong organizational skills, attention to detail, and the ability to collaborate with cross-functional teams.

COMPENSATION: $70,000 - 100,000/year, with additional annual bonus potential

LOCATION: Remote (within the U.S.), with typical working hours aligning with the Pacific Time Zone (PST).

Consistent with LifeStance’s values, every member of the LifeStance team is expected to support each other and the mission, which may mean participating in projects and initiatives and performing functions and responsibilities not specifically outlined in this job description.

RESPONSIBILITIES

• Reporting

  • Prepare clear, accurate and in-depth financial analyses in support of monthly reporting packages, quarterly close materials, and other management reporting cycles

  • Prepare succinct and clear executive presentations that simplify complex topics, often with time sensitive deliverables

  • Ensure data integrity and drive consistent and accurate reporting of Finance data across the organization

  • Drive standardization and documentation of streamlined planning & reporting templates

  • Assist in procedures and reporting related to monthly/quarterly/annual close processes.

• Planning & Forecasting

  • Extract & model financial information, analyze and provide meaningful insights to Finance leadership and other business partners.

  • Support the annual business plan and subsequent forecast updates with business partners to achieve organizational objectives.

  • Improve visibility, forecasting, and analysis of results and key metrics while advising senior management on insights and recommended actions.

  • Deliver timely and robust planning content with meaningful insights.

• Financial systems/modeling

  • Support ownership of Planful, the company’s financial planning tool by completing enhancements and updates as directed.

  • Identify/implement opportunities for enhancing financial models, input templates, data hierarchies, etc.

  • Compile information from various stakeholders in preparing deliverables that pull data from multiple sources

• Collaboration

  • Develop partnerships with stakeholders throughout organization.

  • Drive cross-functional alignment on finance processes and planning and collaborate across teams to improve data quality and speed of reporting.

  • Actively seek opportunities to improve tools and processes. May lead or co-lead projects to improve efficiency, effectiveness and/or collaboration between the FP&A team and its customers

  • Effectively manage numerous projects at a given time in a fast-paced environment.

SKILLS & EXPERIENCE

• Bachelor’s degree in accounting, finance, business administration or relevant field

• At least 3+ years of relevant work experience

• Investment banking, private equity, management consulting or financial planning and analytics experience in a public company preferred.

• Knowledge of corporate finance and accounting principles, laws, and best practices; strong understanding of GAAP, financial statements, both internal and external, and financial modeling.

• Strong analytical skills and financial acumen, including understanding of a business P&L statement, balance sheet and cash flow statement.

• Advanced Microsoft Excel and PowerPoint skills.

• Experience with planning/financial software such as Planful, Oracle, NetSuite, and Power BI.

• Strong problem-solving skills, with demonstrated intellectual and analytical rigor.

• Excellent organizational skills, including handling multiple deliverables and assignments, with the ability to prioritize tasks effectively and efficiently.

• Strong interpersonal and communication skills, and ability to interact with different management levels.

• Qualified candidates must be legally authorized to be employed in the United States.

• LifeStance is an EEO/Affirmative Action Employer and does not discriminate based on age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability, or any other legally protected status.

• Demonstrates awareness, inclusivity, sensitivity, humility, and experience in working with individuals from diverse ethnic backgrounds, socioeconomic statuses, sexual orientations, gender identities, and other various aspects of culture.

LifeStance is an equal opportunity employer. We celebrate diversity and are fully committed to creating an inclusive work environment for all our employees. Learn more about Diversity, Equity and Inclusion at LifeStance.

Benefits
As a full-time employee of LifeStance Health, the following benefits are offered: medical, dental, vision, AD&D, short and long-term disability, and life insurance. Additional benefits include a 401k retirement savings with employer match, paid parental leave, paid time off, holiday pay and an Employee Assistance Program.