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.