[Remote] Financial Planning & Analysis Analyst

Note: The job is a remote job and is open to candidates in USA. Ciullo, Inc. is a Miami-based portfolio company founded in 2023 that focuses on healthcare services and technology. They are seeking a Financial Planning & Analysis Analyst to build and maintain the financial infrastructure for strategic decision-making and resource allocation within a fast-scaling healthcare technology business.

Responsibilities

• Own and maintain the group's rolling financial model, including monthly re-forecasting of P&L, cash flow, and balance sheet
• Support the annual budgeting process, coordinating submissions from department heads and consolidating into a group view
• Track actuals vs. budget and forecast at both entity and group level, producing variance analysis with clear narrative
• Prepare and distribute the monthly internal reporting pack, including KPIs, financial performance, and departmental cost summaries
• Develop and maintain dashboards and reporting templates to improve the speed and quality of financial insights
• Support board and investor reporting by preparing accurate financial data packs and accompanying commentary
• Build financial models and business cases to support strategic initiatives, investment decisions, and new program evaluations
• Conduct ad hoc analysis as requested by the CFO and senior leadership team, translating complex data into clear recommendations
• Partner with operational teams to understand cost and revenue drivers, providing financial challenge and support
• Maintain data integrity across all financial models and reporting outputs, ensuring consistency between actuals and management accounts
• Identify opportunities to improve the efficiency and accuracy of the FP&A process, including automation and tooling improvements
• Support the month-end close process in coordination with the accounting team

Skills

• 2 to 4 years of experience in an FP&A, finance analyst, or similar analytical finance role
• Strong financial modeling skills with advanced Excel proficiency; able to build models from scratch, stress-test assumptions, and present outputs clearly
• Experience preparing management accounts, budgets, and forecasts in a multi-entity or group finance environment
• Ability to translate financial data into clear, concise narrative for non-finance stakeholders
• High attention to detail with a structured, methodical approach to managing competing priorities
• Comfortable working in a fast-paced environment with evolving priorities and limited prior structure
• Demonstrable, hands-on experience applying AI tools in a finance context, such as using large language models, AI-assisted analysis, or automation to improve forecasting, reporting, or data workflows; tangible examples of practical application are required
• Proven experience implementing or significantly configuring FP&A platforms or financial reporting tools such as Adaptive Insights, Anaplan, Planful, Vena, or similar
• Experience with BI or reporting tools such as DOMO, Power BI, Tableau, or similar
• Exposure to healthcare, technology-enabled services, or PE-backed business environments
• Part-qualified or fully qualified accountant (ACCA, CIMA, CPA, or equivalent)
• Experience building or maintaining a rolling 12-month financial model
• Familiarity with revenue recognition, cost of service analysis, or clinical program economics

Benefits

• Performance-Based Bonus: Eligible for an annual bonus based on company and individual performance.
• Unlimited PTO
• Medical, Dental, Vision, and supplemental insurance options
• 401(k) Plan with 3.5% Company Match
• Company-provided equipment

Company Overview