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Key skills for this role
Maintain detailed Engineering/R&D planning and forecast models in alignment with Corporate FP&A templates, calendars, definitions, and submission standards.
Build and update workforce models by team, location, product/platform area, initiative, employee/contractor mix, hiring status, and forecast period.
Support monthly forecasting, annual planning, variance analysis, and scenario analysis for Engineering/R&D spend, headcount, contractors, vendors, cloud/tooling, and other technology-related costs.
Prepare accurate, timely, and well-documented forecast inputs that can be reviewed, consolidated, and explained by Engineering FP&A leadership and Corporate FP&A.
Support R&D capitalization and OpEx/CapEx analysis by organizing inputs, tracking activity, maintaining supporting schedules, and partnering with Accounting/CAO under FP&A leadership guidance.
Analyze cloud, tooling, vendor, contractor, and technology infrastructure spend tied to engineering productivity and cost efficiency.
Maintain reporting and analysis around R&D spend as a percentage of revenue, cost by product/platform/initiative, capitalized versus expensed development, innovation versus maintenance capacity, and location mix.
Support vendor rationalization, contractor mix, location strategy, and build-versus-buy analysis by preparing clean datasets, trends, comparisons, and scenario outputs.
Create and maintain repeatable reports, dashboards, and analysis packs that improve visibility into Engineering investment, capacity, productivity, and trade-offs.
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Ensure Engineering FP&A outputs are accurate, traceable, clearly documented, and consistent with FP&A definitions, KPI standards, model architecture, and version-control expectations.
Identify opportunities to simplify, automate, and improve recurring analysis and reporting processes using planning tools, BI tools, and analytical automation.
Maintain strong data hygiene across headcount, vendor, contractor, capitalization, cloud/tooling, and cost-center reporting inputs.
Develop deep fluency in Engineering/R&D operations, technology cost drivers, and symplr’s product/platform investment model.
Operate as an embedded tower resource rather than a generic shared-services analyst, building enough functional depth to anticipate questions and improve analysis quality over time.
Work collaboratively across U.S. and India time zones, balancing responsiveness with high-quality, well-organized analytical output.
Bring curiosity, ownership, and continuous-improvement mindset to a growing FP&A function that is being built as an enterprise decision engine.
3+ years of progressive finance, FP&A, business finance, investment banking, corporate finance, consulting, analytics, or related experience.
Experience supporting Engineering, Technology, Product, R&D, SaaS, enterprise software, healthcare technology, or similarly complex operating environments preferred.
Experience with workforce planning, headcount modeling, variance analysis, forecast support, vendor/contractor spend analysis, or management reporting strongly preferred.
Exposure to PE-backed, high-growth, scaling, multi-product, or operationally complex businesses is helpful but not required.
Strong financial modeling, Excel, analytical, and problem-solving skills, with ability to manage detail while telling a clear business story.
Working knowledge of workforce planning, scenario analysis, variance analysis, cost-center reporting, vendor analytics, and productivity metrics.
Familiarity with R&D capitalization, OpEx/CapEx concepts, cloud/tooling cost analysis, and technology cost structures preferred.
Comfortable working with planning systems, BI tools, ERP/financial systems, and large datasets; curiosity about automation and AI-enabled analytical improvements.
Hands-on analyst with strong ownership, intellectual curiosity, and willingness to ask why before accepting surface-level answers.
High attention to detail, strong documentation habits, and commitment to producing accurate, timely, and explainable work product.
Clear communicator who can summarize analysis, risks, and drivers for finance and non-finance stakeholders.
Builder mindset with a bias toward practical process improvement, scalable reporting, and continuous learning.
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
Private healthcare operations software provider serving hospitals, health plans, and other healthcare organizations.
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Mid · 3+ years experience
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