FP&A Associate

As an FP&A Associate at Phil, you will be responsible for maintaining and improving both short-term and long-term financial models, establishing key financial metrics, and supporting executive reporting for decision-making. You'll collaborate across various teams to drive analysis and contribute to the overall efficiency of our finance processes.

To be considered for the FP&A Associate position at Phil, you should have a Bachelor's degree in Finance, Business Administration, or a related field, along with at least 3 years of experience in investment banking, private equity, or corporate finance. Experience in the healthcare sector is highly desirable, alongside strong communication, analytical skills, and proficiency in Excel.

The FP&A Associate at Phil plays a crucial role in influencing crucial company decisions by providing detailed financial analysis and operational reporting to key stakeholders, including executives like the CEO and CFO. This position ensures that financial insights guide strategic planning and resource allocation effectively.

The work culture at Phil is collaborative and innovative, focused on driving positive change in healthcare. As an FP&A Associate, you'll work closely with a diverse team passionate about improving patient access and overall health outcomes, in an environment that encourages intellectual curiosity and open communication.

Phil offers a fully remote working environment for its FP&A Associate position, allowing for flexibility and a balanced work-life experience. You'll have the opportunity to connect and collaborate with colleagues through digital channels while enjoying the ease of working from home.

In answering this question, highlight specific experiences where you created or improved financial models, discussing the tools you used and how your models influenced decision-making. Emphasize your analytical mindset and your ability to adapt models to changing business conditions.

When responding to this question, share a specific example where your presentation of financial data led to a significant decision or change. Discuss how you prepared, the feedback received, and how that experience shaped your approach to future presentations.

Highlight your attention to detail and describe the processes you follow to cross-check data, use validation techniques, and collaborate with other departments to verify information before finalizing reports.

Discuss key financial metrics specific to the health-tech industry, such as revenue growth rates, margins, and patient retention metrics. Show your understanding of how these metrics inform strategic decisions.

Choose a financial concept you’re familiar with and explain it in simple terms. This demonstrates your communication skills and ability to make financial information accessible, which is crucial when working with non-financial stakeholders.

In your answer, illustrate your time management skills. Give examples of how you assess urgency versus importance, delegate when possible, and maintain communication with your team to ensure all deadlines are met.

Share specific instances where you collaborated with other departments. Emphasize your ability to build relationships across functions and how these collaborations led to improved financial analysis or operational efficiency.

Reflect on current trends in the industry, such as reimbursement pressures or regulatory changes, and discuss how these challenges require innovative financial strategies. Relate this to your skills and how you can contribute to overcoming these issues.

Provide a clear example of a process improvement project, detailing your role, the challenges faced, and the quantifiable benefits achieved post-implementation. Emphasize your analytical and problem-solving skills.

Convey your genuine interest in the health-tech industry and how Phil's mission aligns with your values. Discuss what excites you about the opportunity to shape the financial strategies of a growing company dedicated to improving patient outcomes.