Financial Planning & Analysis Manager

About the role

The Financial Planning & Analysis Manager is responsible for providing comprehensive analysis and business financial modeling for current operations, annual budgeting cycles, and forecasting/planning for future projects. This position streamlines reporting for Executive leadership and partners with Operations to help support efficiency, information relay, and additional company needs.

Responsibilities

• Fosters a positive and successful working environment, creating partnership with team members, leadership, and providers
• Prepare and analyze revenue recognition financial model by payor
• Develops financial models to support decision-making processes
• Supports the development of strategic plans by providing financial insights and recommendations
• Performs variance analysis to identify trends, risks, and opportunities
• Collaborates with cross-functional teams to gather financial data and ensure accuracy in reporting
• Leads financial forecasting and annual budget process
• Preparation of monthly, quarterly, and annual financial statements
• Monitors key performance indicators (KPIs) and provide actionable insights
• Conducts regular financial performance reviews and present findings to senior management
• Evaluates business cases for new projects and investments, assessing potential financial impact
• Ensures compliance with financial regulations and company policies
• Continuously seeks to improve financial processes and tools for efficiency and effectiveness
• Supports ad-hoc financial analysis and special projects as needed

Qualifications

Education & Experience, Required:

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Minimum of five (5) years' of experience in financial planning, analysis, or a related role

Education & Experience, Preferred:

• Including a minimum of two (2) years FP&A experience in Private Equity (Healthcare industry a plus)
• CPA, CFA, or other relevant certification is a plus
• Working knowledge of GAAP accounting, financial statements, and cash flow

Skills

• Technical Proficiency: Advanced skills in Microsoft Excel and financial systems (ERP systems, BI tools), along with knowledge of SQL or other coding
• Analytical & Problem-Solving Skills: Strong ability to analyze complex data, identify patterns, and develop actionable insights to address financial and operational challenges
• Communication & Collaboration: Excellent written and verbal communication skills to effectively convey financial information and work cross-functionally
• Attention to Detail & Accuracy: Ensuring the reliability and integrity of financial data, models, and reports
• Business Acumen & Strategic Thinking: Understanding the organization's business models, industry trends, and contributing to long-term financial strategies