Job Title: Senior FP&A Analyst/Manager
Location: Remote (U.S.) or Hybrid (preferred near key hubs)
Reports To: VP Finance
Department: Finance
Level: Senior Individual Contributor (high-ownership, high-visibility)
About Canopy
Canopy Works is a healthcare technology company focused on improving safety, responsiveness, and outcomes in complex care environments. We partner closely with health systems to deploy solutions that matter in real-world, high-stakes settings-where reliability, trust, and execution are everything.
We're in a phase of meaningful scale: growing customers, increasing financial complexity, and deeper board and investor engagement. That means Finance at Canopy isn't just about reporting what happened-it's about helping the business decide what to do next.
The Role
The Senior FP&A Analyst/Manager will be a critical thought partner to Finance leadership and cross-functional executives. This role owns core financial modeling, forecasting, and analysis that informs company-wide decision-making-from headcount planning and unit economics to board materials and long-range strategy.
This is not a "spreadsheet in the corner" role. You'll sit close to the business, translate messy inputs into clear insights, and help leaders understand tradeoffs as Canopy scales.
What You'll Do
Financial Planning & Forecasting
• Own and continuously improve the company's operating model, including revenue, cost structure, headcount, and cash runway.
• Lead monthly and quarterly forecasting processes in partnership with Finance, People Ops, Sales, Customer Experience, and Product.
• Support annual budgeting and long-range planning (2-3 year outlooks), including scenario and sensitivity analyses.
Business & Strategic Analysis
• Build and maintain unit economics and customer-level profitability models, particularly in a healthcare SaaS / deployment-heavy environment.
• Analyze performance drivers across revenue, gross margin, deployment costs, and operating expenses.
• Partner with leaders to evaluate new initiatives, pricing changes, hiring plans, and investment tradeoffs.
Board & Executive Support
• Prepare board-ready financial materials, including variance analysis, KPIs, and forward-looking insights-not just numbers.
• Support leadership discussions around capital planning, fundraising readiness, and financial risks/opportunities.
• Help translate complex financial data into clear narratives for non-finance audiences.
Cross-Functional Partnership
• Work closely with People Ops on workforce planning, headcount approvals, and compensation cost modeling.
• Partner with Sales & Customer Experience to understand pipeline assumptions, renewals, expansions, and deployment economics.
• Collaborate with Accounting to ensure forecasts align with actuals and reporting integrity.
Systems & Process Improvement
• Improve FP&A processes, tools, and reporting as the company scales (e.g., forecasting cadence, dashboards, modeling standards).
• Help define KPIs and operating metrics that reflect how Canopy truly runs-not just what's easiest to measure.
What We're Looking For
Required Experience
• 4-7+ years of experience in FP&A, strategic finance, consulting, investment banking, or similar analytical roles.
• Strong financial modeling skills (3-statement models, scenario analysis, sensitivity analysis).
• Experience supporting executive leadership and/or board-level reporting.
• Advanced Excel / Google Sheets skills; comfort building models from scratch.
Nice to Have
• Experience in healthcare, SaaS, or hardware-enabled SaaS environments.
• Startup or high-growth company experience.
• Familiarity with workforce planning, unit economics, or deployment-heavy cost models.
• Experience working with imperfect data and evolving systems.
How You Work
• You're analytical but pragmatic-you know when precision matters and when directionally right is good enough to move.
• You're comfortable with ambiguity and don't wait for perfect inputs.
• You communicate clearly with non-finance partners and don't hide behind spreadsheets.
• You have strong ownership instincts and follow things through.