Manager, FP & A

The Role

The Manager of FP&A at TheKey is a pivotal leadership role responsible for driving end-to-end financial planning and forecasting cycles while ensuring high standards of model governance and analytical rigor. You will monitor performance against plans, proactively identifying risks and opportunities to guide corrective actions with business partners. Beyond core financial analysis, the role involves optimizing reporting workflows, mentoring team members to elevate their modeling capabilities, and championing the integration of AI-enabled automation to enhance forecast accuracy and analytical depth across the organization.

Requirements

• Planning and forecasting: Manage financial planning cycles end to end for an assigned team or workstream, meeting all required deadlines.

• Model governance: Build and review financial models, ensuring accuracy, sound logic, and business relevance.

• KPIs and performance: Monitor performance against plan and provide substantive explanation of variances, not merely a restatement of results.

• Risk and opportunity: Identify risks and opportunities early and partner with business owners to develop and execute corrective actions.

• Tools and automation: Improve reporting templates, dashboards, and process workflows, retiring reporting that no longer serves a purpose.

• People leadership: Mentor analysts and senior analysts, raising the standard of modeling rigor and analytical communication.

• Cross-functional execution: Drive execution in partnership with cross-functional teams, supporting their decisions with data.

• AI and process automation: Lead the adoption of AI-enabled workflows and automation across FP&A processes, evaluating and implementing solutions that improve efficiency, forecast accuracy, and analytical depth.

Qualifications & Experience

• B.A. or B.S. in finance, accounting, economics, or a related field.

• Six to nine years of experience in FP&A, including ownership of a full planning process and direct management of analysts.

• Advanced proficiency in Excel and PowerPoint.

• Experience with an EPM platform.

• Preferred qualifications: MBA or CPA, experience within a private equity-backed organization, experience in home care or multi-site healthcare services, experience with Planful, Workday Adaptive Planning, Power BI, or Tableau, experience leading the implementation of AI-enabled finance tools, automation initiatives, or process redesign.