Bookkeeping and FP&A Professional

As an FP&A Professional at Steer Health, you will play a critical role in maintaining accurate financial records and contributing to strategic financial planning. You’ll be responsible for day-to-day bookkeeping duties, month-end close activities, and financial analysis that informs executive decision-making. This role requires a hands-on professional who can move effortlessly between managing detailed bookkeeping tasks and performing high-level financial analysis.

Bookkeeping & Accounting:

• Record and maintain all financial transactions in a timely and accurate manner.
• Prepare, review, and reconcile general ledger accounts.
• Manage accounts payable and accounts receivable, ensuring timely invoicing, bill payments, and collections.
• Oversee expense reporting, payroll support, and other routine bookkeeping activities.
• Assist with month-end and year-end close processes, ensuring all financial statements are accurate and ready for external review.

Financial Planning & Analysis (FP&A):

• Develop, maintain, and improve financial models, budgets, and forecasts that guide strategic decision-making.
• Analyze financial results against plans, identifying trends, variances, and opportunities for operational improvement.
• Support scenario planning, product line profitability analysis, and investment ROI evaluations.
• Collaborate with department leaders to develop and track Key Performance Indicators (KPIs) that drive business performance.
• Prepare materials and reports for Board meetings, investor presentations, and senior leadership updates.

Requirements

Bachelor’s degree in Accounting, Finance, or related field required; CPA, CMA, or MBA preferred.

3+ years of progressive experience in bookkeeping, accounting, or FP&A roles.

Solid understanding of GAAP principles and financial reporting standards.

Proficiency with accounting software (e.g., QuickBooks, NetSuite) and advanced Excel skills.

Strong analytical and problem-solving abilities, coupled with excellent organizational skills and attention to detail.

Exceptional communication skills, both written and verbal, with the ability to present financial insights clearly to non-financial stakeholders.

A proactive mindset and the ability to work independently, meet deadlines, and adapt to rapidly changing priorities.

Benefits

• Opportunity to be part of a passionate team committed to reshaping healthcare delivery.
• Competitive compensation and benefits package, including health, dental, and vision coverage.
• A culture that values innovation, collaboration, and professional growth.
• Convenient Dallas location with easy access to major transportation and business centers.