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Chris Sousa - CFO at JPA Health, bringing valuable skills and experience to our health communication endeavors.
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Manager, FP&A

JPA Health is hiring!

(2/3 Hybrid Work Schedule)

JPA Health is a fully integrated marketing, communications, and advocacy agency for clients exclusively within the health space. We share our clients’ commitment to making people healthier. Some might say we are obsessed with improving and protecting lives.

JPA is diverse in many ways, but we have these things in common: we like our jobs, clients, and each other. We build each other up. We work collaboratively. We push ourselves to think bigger, be better and do more.

Check out our sizzle reel!

JPA is seeking an experienced FP&A Manager to establish a formal FP&A function at the agency. The FP&A Manager will be responsible for the development of accurate monthly financial reports, and assist in the preparation of presentations that provide thoughtful analysis, identify action items, and effectively frame decisions that need to be made related to current operations, investment opportunities, and business scenarios.

This role will have the opportunity to interact extensively with senior and executive management and be responsible for the preparation and presentation of various forms of communications with the senior executive team and other internal decision makers. This position is responsible for supporting the organization’s financial and KPI reporting and forecasting processes, and applying strong business acumen and analytics to support achievement of strategic goals. This is an integral role on the JPA team and will serve as a strong partner to all areas of our business and as such, should provide an attractive career path for growth to the right candidate.

Responsibilities:

  • Partner with Finance team on financial forecasting, annual budgeting, operating plan variance analysis, and special finance projects.
  • Develop best practices within Finance and Operations as they relate to budgeting and forecasting.
  • Provide job and client-level reporting and analysis to help our project managers stay on budget and effectively communicate project status with our clients.
  • Provide monthly and quarterly analysis to assess the financial performance/outlook of the agency.
  • Dive deeply into financial data and become a subject-matter expert to provide additional insights.
  • Provide financial consulting and strategic support to senior management, including helping to prepare board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects as needed.
  • Provide financial analysis to support the evaluation of strategic initiatives and key business decisions.
  • Identify and research variances against forecast, budget, and prior-year expenses, and proactively identify opportunities for improvement.
  • Provide ad-hoc financial-related reporting and analysis in a variety of business areas.
  • Coordinate the development of financial tools and templates to summarize, measure, and evaluate business performance, plans, and initiatives.
  • Analyze current and past trends in key performance indicators, including all areas of revenue, cost of sales, expenses, and capital expenditures.
  • Develop financial models and analyses to support strategic initiatives.
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
  • Act as an analytical engine of the company to provide insights and support ‘optimal’ business decision making.

Qualifications

  • 5+ years’ experience in financial analysis (corporate and/or transaction advisory services).
  • Bachelor’s Degree in Business, Accounting, Economics, Finance, or related field; CPA and/or CMA certification preferred.
  • Advanced computer software skills including Microsoft PowerBI, Excel and PowerPoint.
  • Ability to influence others through excellent communication skills demonstrated by an ability to interface with all levels of the company and equally as important, expert-level communication skills to share your analytical results effectively.
  • Creative, highly driven, self-motivated, results-oriented, and proactive individual who can work well independently and within a team.
  • Capability to establish strong and meaningful relationships with others as well as an ability to move and influence cross-functional teams, business owners, and executives.
  • Demonstrated ability to roll-up their sleeves and work collaboratively with others at all levels across the organization.
  • Skilled at translating concepts and plans into numbers and translating numbers into concepts and plans.
  • Experience being a finance partner and collaborating with various departments across the company to help them achieve their operational goals.
  • Top-notch analytical and problem-solving skills, with the ability to question model outputs and suggest options for improvement.
  • Ability to manage multiple tasks in a fast-paced, rapidly changing environment while maintaining a commitment to meeting deadlines with accurate, relevant, and timely analysis and insight.
  • Deep passion for research and analysis as well as skill in processing raw information and data to draw useful insights and recommendations.

More About JPA Health

JPA Health provides a supportive work environment, excellent benefits, and competitive compensation, including health, dental, and vision insurance, participation in a 401(k) with company match, paid parental leave, a robust learning and development program for all employees, PTO, a cell phone stipend, and a flexible work environment. 

We strongly support diversity in the workforce. JPA is proud to be an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status.