Analyst, Underwriting & FP&A

Summary

The Analyst will lead the underwriting of new logistics opportunities, drive financial insights, and support transformative business decisions. This role is responsible for reviewing and approving invoices and driver settlements, conducting budget vs. actuals analysis, and supporting P&L, internal operational reporting, and MD&A reporting for senior leadership.

This will be a very hands-on and analytical role requiring cross-functional collaboration. The ideal candidate is highly analytical, detail-oriented, and able to synthesize financial and operational data to guide executive decision-making. This candidate will be a great communicator, highly resourceful, and possess the ability to work comfortably inside an entrepreneurial environment that is very results oriented.

Essential Duties and Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities as management may deem necessary from time to time.

Underwriting & Financial Analysis

• Evaluate and underwrite new logistics opportunities, ensuring financial viability and alignment with company strategy.
• Analyze pricing structures, cost models, and margin impacts to inform go/no-go decisions.
• Conduct sensitivity analyses and develop financial scenarios to assess risks and opportunities.
• Develop financial models to support key growth initiatives and corporate structuring decisions.
• Facilitate effective decision-making through the development of business line budget scenarios and other business cases for transformative growth opportunities.

Invoice & Settlement Review

• Ensure timely and accurate processing of client invoices driver settlements, identifying and resolving discrepancies.
• Responsible for the review and approval on all client invoices & driver settlements, ensuring accuracy, compliance, and proper reconciliation with contracts and service agreements.
• Ensure timely and accurate processing of driver settlements, identifying and resolving discrepancies.
• Serve as a key liaison between accounting and operations teams to align on financial reporting and settlement accuracy.

Financial Reporting & Insights

• Manage and continuously improve financial reporting while driving critical insights from operational data sets.
• Own full P&L reporting and MD&A analysis, delivering insights to senior leadership.
• Assist in building robust reporting packages to senior leadership and preparing presentations for internal stakeholders and the board.
• Coordinate the annual budgeting process, collaborating with internal business unit leaders and securing executive team approval.
• Input into the monthly accounting close process, ensuring alignment between financial and operational data.

Strategic Decision-Making & KPI Management

• Drive insights from existing financial and operational data sets to inform company strategy.
• Develop and monitor KPIs to identify trends, conduct root-cause analyses, and support business improvements.
• Build and enhance financial reporting dashboards to drive real-time decision-making.

Other Responsibilities

• Perform other duties and responsibilities as requested or required.

Requires a bachelor's degree in Finance, Business, Economics or related field and 2 -3 years of related experience, such as corporate finance, investment banking, FP&A, or management consulting.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 2-3 years of experience in corporate finance, banking, FP&A, management consulting, private equity, corporate strategy, or another analytically intensive field.
• Strong analytical and financial modeling skills, with proficiency in Excel (complex formulas, modeling, pivot tables) and PowerPoint for data analysis and presentations.
• Experience with financial reporting, P&L management, and budgeting, with the ability to drive insights from financial and operational data.
• Exposure to BI tools (PowerBI, Tableau) and SQL for data querying and reporting is a plus.
• Highly motivated, results-driven, and able to multitask, thriving in a fast-paced, team-oriented environment.
• Excellent communication and stakeholder management skills, with experience preparing and presenting insights to senior leadership and board-level executives.
• Service-oriented and relationship-focused, with the ability to collaborate across teams and geographies.
• Industry experience in healthcare, logistics, transportation, or high-growth operations is preferred but not required.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. (The phrases “occasionally,” “regularly,” and “frequently” correspond to the following definitions: “Occasionally” means up to 1/3 of working time, “regularly” means between 1/3 and 2/3 of working time, and “frequently” means 2/3 and more working time.)

While performing the duties of this job, the employee is frequently required to sit; talk or hear; and use hands to handle, or touch objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee would rarely need to lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Work Environment

The position is primarily based in our Denver, CO office with the expectations of being in the office 4 – 5 days a week. The colleague may perform work-related travel up to 20% (e.g., monthly) to headquarters in Milwaukee, WI or other US locations for team offsites or meeting with members of the executive team in person. Emphasis is on travel for impact. Hybrid remote work is available with proven ability to work independently and efficiently.

The above statements reflect the general details necessary to describe the principal functions of the occupation described and shall not be construed as a detailed description of all work inherent for the occupation.

EEO Statement

SPS Health, LLC, StatimRx LLC, and all its affiliates, are equal opportunity employers committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. The Company makes hiring decisions based solely on qualifications, merit, and business needs at the time. SPS Health, LLC, and all its affiliates also complies with the Colorado Healthy Families & Workplaces Act.