Financial Planning and Analysis Manager

About the role

The Manager of Financial Planning & Analysis (FP&A) leads a trusted partnership with operational leaders, translating complex financial and operational data into actionable insights that drive informed decisions. This embedded, forward-leaning leadership role provides a trusted finance voice at the table with caregivers who run hospitals, clinics, and service lines. Reporting to the Director of Finance, the FP&A Manager leads and develops a team of analysts responsible for financial and operational analytics, labor productivity reporting, service line performance analysis, and support of strategic initiatives.

Responsibilities

• Lead and develop a team of FP&A analysts providing financial leadership and decision support to operational and corporate leaders across the enterprise.
• Deliver monthly operating and financial reviews that drive accountability, performance improvement, and informed decision-making.
• Oversee financial modeling, business case development, and analytical support for capital investments, growth strategies, provider recruitment, and service line initiatives.
• Provide leadership for Oracle EPM systems and reporting solutions, ensuring data integrity, user adoption, and actionable financial insights.
• Collaborate with organizational leaders to align financial analysis with operational performance, cost accounting, and strategic objectives.
• Direct the FP&A operating cadence, including work prioritization, resource allocation, quality assurance, and timely delivery of analytics and reporting.
• Advance the use of modern analytics tools and technologies to improve efficiency, automation, and business insight.
• Build trusted relationships with operational, physician, and executive leaders to strengthen Finance's role as a strategic business partner.
• Lead or support strategic initiatives, enterprise priorities, and other responsibilities as assigned.

Requirements

• Bachelor's Degree in Finance, Accounting, Business, Economics, or a related field (Required).
• Master's Degree or professional certification such as CPA, CMA, or FHFMA (Preferred).
• 7+ years of progressive healthcare finance experience, including hands-on financial analysis (Required).
• Experience presenting financial analysis to non-finance operational leaders and translating results into actionable recommendations (Required).
• Experience with service line profitability, patient-level analysis, cost accounting, and provider/clinic analytics (Required).
• 3+ years of formal or informal leadership experience, including direct supervision, project leadership, or analyst mentoring (Preferred).
• Working knowledge of Oracle ERP/EPM and Epic EMR (Preferred).

Travel to off-site locations may be required.

Skills and Abilities

Essential Technical and Analytical Skills

• Advanced Excel and financial modeling skills, with strong data literacy across Power BI, SQL basics, and modern analytics tools.
• Working knowledge of financial reporting and EMR systems; willingness to learn Oracle ERP/EPM and how Epic revenue and clinical data flow into finance reporting.
• Comfortable using Microsoft 365 Copilot and other AI-enabled tools to accelerate analysis, drafting, and reporting.
• Ability to structure ambiguous problems, size opportunities quickly, and deliver clear answers under real deadlines.

Leadership and Interpersonal Skills

• Servant leader mindset, with a focus on growing analysts so they can grow the impact of the work.
• Excellent verbal and written communication skills, with the ability to move between executive-level summaries and frontline manager conversations without losing the audience.
• Comfortable pushing back respectfully, challenging assumptions, and maintaining analytical integrity.
• Curious, collaborative, and biased toward action; brings energy and calm to a fast-moving environment.