FP&A Analyst

Job Summary: SYNERGY HomeCare (SHC), the fastest-growing franchisor of non-medical in-home care, is expanding its Finance team with the addition of a Financial Planning & Analysis Analyst. Reporting to the Senior Director of Finance, this role will be instrumental in supporting our strategic financial initiatives. The FP&A Analyst will develop, analyze, and deliver financial reports and forecasts across all areas of the organization, providing critical insights to drive data-informed decision-making. This position requires a strong understanding of franchise operations, financial modeling, and business performance metrics, and the ability to manage multiple priorities in a fast-paced, evolving environment. In addition to core FP&A responsibilities, this role will work directly with Franchise Partners (FPs) to support their financial success, especially during startup and early operational stages. The FP&A Analyst will facilitate onboarding and financial planning sessions, deliver individualized forecasts, and support monthly forecasting and budgeting processes across the organization. This role requires excellent communication skills, a service mindset, and strong analytical abilities. The FP&A Analyst role is a fully remote position and can be based anywhere within the United States. This role operates as part of a franchise support team located in the Phoenix, Arizona metropolitan area. Duties/Responsibilities: • Lead and support the month-end close and year-end forecasting process, including variance analysis and budget vs. actual (BvA) reporting for both Franchise Partners and internal departments. • Develop, maintain, and refine customized financial models, forecasts, and P&L tools to support strategic planning for Franchise Partners and internal stakeholders. • Prepare and deliver financial reports, dashboards, and presentations to communicate insights and support data-driven decision-making. • Collaborate with internal teams to collect relevant data, validate assumptions, and understand key drivers impacting financial outcomes. • Serve as a finance liaison between the corporate team and Franchise Partners, guiding them on budgeting, forecasting, cash flow, and business performance. • Facilitate Franchise Partner onboarding and financial startup meetings, including: • 1-hour financial onboarding session during startup. • 1-hour follow-up session post-launch to review and adjust forecasts. • Implement and manage FP&A tools and systems (e.g., Domo, Anaplan, Adaptive Planning) to automate and scale forecasting and reporting processes. • Monitor key performance indicators (KPIs) and financial metrics to track business health and identify trends or areas for improvement. • Assist with ad hoc analysis, including cost-benefit evaluations, scenario planning, and investment modeling. • Support ERP and accounting software integration and reporting, particularly within QuickBooks or similar systems. • Attend scheduled virtual and in-person meetings, SYNERGY HomeCare University training, and our Annual Franchise Convention. Required Skills/Abilities: • Strong analytical skills with ability to build and interpret complex financial models. • Excellent verbal and written communication skills; able to explain financial concepts to non-financial audiences. • Exemplifies the SYNERGY HomeCare culture of empowerment and accountability: • Guide with Purpose • Create a Sense of Ease • Lead with Passion & Resilience • Be Intuitively Personal • Strong interpersonal skills; comfortable presenting and facilitating meetings with Franchise Partners and internal teams. • Detail-oriented with strong organizational and project management skills. • High level of proficiency in Excel and familiarity with financial reporting systems and dashboards. • Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment. • Experience working with or supporting franchisees or small business owners is highly valued. Education and Experience: • Bachelor’s degree in Finance, Business or a related field or equivalent combination of education and experience • 5+ years of experience in Financial Planning & Analysis, preferably in a franchisor or multi-location business. • Familiarity with QuickBooks, NetSuite, or other ERP/accounting systems preferred. • Prior experience supporting small business owners or franchisees a strong plus. Physical Requirements: • Prolonged periods of sitting at a desk and working on a computer. • Must be able to lift up to 15 pounds at times. • Must be able to travel occasionally (estimated <10%) for team meetings or franchise partner support.