Financial Planning & Analysis Manager

Job Description:

• Build and maintain the annual driver-based budget model tied to provider capacity, payer mix, ramp curves, and headcount plans
• Lead the rolling monthly forecast for revenue, expenses, and cash projections
• Surface risks and opportunities 60–90 days ahead
• Own cash flow forecasting in partnership with the VP, focusing on hiring timing and spend pacing
• Extract, clean, and structure data from AdvancedMD, Rippling, and other systems
• Analyze data and provide the VP with conclusions, implications, and recommended next steps
• Identify emerging questions and trends before they become visible to the broader business
• Deliver monthly variance analysis with written operational narratives
• Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit
• Produce forward-looking, decision-ready board and executive reporting packages
• Build pro formas for new locations, service lines, and provider compensation structures
• Model provider-level profitability, including revenue, collections, utilization, and allocated costs
• Produce scenario models for payer reimbursement changes, capital decisions, and incentive plan design
• Partner with the Data Scientist to translate demand forecasting and capacity outputs into financial projections and planning assumptions
• Maintain clear definitions for core KPIs across finance and operations
• Perform other related duties as assigned

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
• Ability to extract data from source systems and structure it into meaningful analysis independently
• Advanced Excel modeling skills, including driver-based models, scenario analysis, and sensitivity tables
• Hands-on Power BI experience preferred
• Strong written communication
• Comfortable operating with imperfect data and evolving processes
• Experience with data systems such as Power BI, Cognos, Tableau, or Zoho
• Experience with P&L, payroll, and operational inputs
• AdvancedMD experience is a significant plus
• Multi-site outpatient healthcare, behavioral health, or medical group background is a strong differentiator
• Familiarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics
• Experience working alongside or translating outputs from data science or analytics teams
• Rippling or comparable HRIS/payroll system experience
• Ability to maintain confidentiality of financial, operational, and patient-adjacent data
• Ability to communicate effectively in written and verbal form
• Ability to talk, hear, communicate effectively, stand, walk, sit, use a keyboard, and occasionally lift or move up to 25 pounds

Benefits:

• Bonus target: 10%
• Fully remote work
• Full comprehensive benefits package including health, dental, vision, EAP services and more
• Monthly Wellness Reimbursement
• 401k match up to 4%
• Opportunities for growth and professional development
• 15 days of accrued PTO
• Up to 5 sick/wellness days