Financial Planning & Analytics Manager
Job Description:
• Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans
• Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead
• Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing
• Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset
• Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP
• Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them
• Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit
• Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements
• Build pro formas for new locations, new service lines, and provider compensation structures
Requirements:
• 3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownership
• Personally built and maintained a full budget and rolling forecast cycle — not supported someone else who did it
• Demonstrated ability to go into source systems, extract data, and structure it into meaningful analysis without being told exactly how
• Advanced Excel modeling skills — driver-based models, scenario analysis, sensitivity tables
• Hands-on Power BI experience preferred — you build and maintain dashboards, you don't request them
• Strong written communication — you can explain what the numbers mean and what to do about it
• Comfortable operating in environments where data is imperfect and processes are still being built
• Someone who brings answers and a point of view, not just completed tasks
• Experiences with data systems (PowerBi, Cognos, Tableau, Zoho), Power BI not required
• Some experience with P&L/payroll/operational inputs
Benefits:
• Full comprehensive benefits package including health, dental, vision, EAP services and more
• Monthly Wellness Reimbursement to promote your self-care routine & well-being
• 401k match up to 4%
• 15 days of accrued PTO and up to 5 sick/wellness days
• Opportunities for growth and professional development
• Bonus Target: 10%
Apply Now
Apply Now
• Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans
• Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead
• Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing
• Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset
• Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP
• Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them
• Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit
• Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements
• Build pro formas for new locations, new service lines, and provider compensation structures
Requirements:
• 3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownership
• Personally built and maintained a full budget and rolling forecast cycle — not supported someone else who did it
• Demonstrated ability to go into source systems, extract data, and structure it into meaningful analysis without being told exactly how
• Advanced Excel modeling skills — driver-based models, scenario analysis, sensitivity tables
• Hands-on Power BI experience preferred — you build and maintain dashboards, you don't request them
• Strong written communication — you can explain what the numbers mean and what to do about it
• Comfortable operating in environments where data is imperfect and processes are still being built
• Someone who brings answers and a point of view, not just completed tasks
• Experiences with data systems (PowerBi, Cognos, Tableau, Zoho), Power BI not required
• Some experience with P&L/payroll/operational inputs
Benefits:
• Full comprehensive benefits package including health, dental, vision, EAP services and more
• Monthly Wellness Reimbursement to promote your self-care routine & well-being
• 401k match up to 4%
• 15 days of accrued PTO and up to 5 sick/wellness days
• Opportunities for growth and professional development
• Bonus Target: 10%
Apply Now
Apply Now