Job Description
Job DescriptionDescription:
POSITION SUMMARY:
The FP&A (Financial Planning & Analysis) Manager plays a key strategic and analytical role within the Finance team, leading all forecasting, budgeting, and financial performance reporting efforts. This role works cross-functionally with operational, clinical, and executive leaders to develop insights that inform decision-making and drive sustainable growth. The ideal candidate is a strong communicator and collaborative partner, with deep financial modeling experience and a passion for delivering mission-aligned financial strategy.
ESSENTIAL FUNCTIONS:
Forecasting & Budgeting
- Lead the organization’s annual budgeting and quarterly reforecasting cycles across all business units.
- Build and maintain driver-based financial models to support both short-term and long-term planning.
- Collaborate with clinical, operational, and department leaders to ensure accurate and timely volume and cost projections.
Performance Analytics & Reporting
- Prepare and present monthly financial reporting packages, KPIs, and dashboards for executive leadership and private equity partners.
- Analyze actual performance against budget, forecast, and prior-year results, highlighting trends, variances, and actionable insights.
- Assist in the development and refinement of practice-level scorecards and operational performance metrics.
Strategic Finance & Decision Support
- Construct financial models to evaluate new business initiatives, acquisitions, and capital projects.
- Conduct ROI and margin analysis by service line, payer type, and practice location.
- Support the development of business cases and scenario analysis for staffing plans, partnership opportunities, and contract negotiations.
Integration & Systems
- Support financial integration of newly acquired entities, aligning forecasting and reporting standards.
- Collaborate with Accounting and IT teams to improve data transparency and automate workflows across ERP, EHR, payroll, and planning systems.
- Contribute to the design and implementation of business intelligence tools and planning software platforms.
Requirements:
KNOWLEDGE, SKILLS & ABILITIES
- Strong financial modeling and analytical skills, with a deep understanding of FP&A principles.
- Familiarity with Medicaid managed care, capitation models, and healthcare reimbursement strategies.
- High proficiency in Microsoft Excel; experience with Microsoft Dynamics (Great Plains), Power BI, or similar tools is preferred.
- Effective communicator with the ability to translate complex data into strategic recommendations.
- Comfortable managing multiple priorities in a fast-paced and evolving environment.
- Strong business acumen with a passion for data-driven decision-making and continuous improvement.
- Curious, analytical, and highly detail-oriented.
- Mission-aligned and driven to improve care for underserved pediatric populations.
- Strong interpersonal skills with a collaborative and team-first mindset.
- Confident in presenting financial information to stakeholders at all levels of the organization.
EDUCATION & EXPERIENCE
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA a plus).
- Minimum of 5+ years of FP&A experience, preferably in a healthcare or multi-site service setting.
- Experience in private equity-backed or high-growth environments is strongly preferred.
- Proven success in supporting strategic financial decisions and cross-functional collaboration.
- Experience in Revenue Cycle Management and eClinicalWorks.
SUPERVISORY RESPONSIBILITIES
May oversee financial analysts or FP&A support roles as the department expands.
WORKING CONDITIONS
General office working conditions.
PHYSICAL DEMANDS
The physical demands described here are representative of those that an associate must meet to perform the essential functions of this job successfully. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential function.
While performing the duties of this job, the associate will be required to stand, walk, sit, use hands to finger, handle, or feel objects, tools, or controls, reach with hands and arms, climb stairs, balance, stoop, kneel, crouch, or crawl, and talk or hear. The associate must occasionally lift and or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust.
Frequent travel is required, often up to several hours of driving per day. Ability to travel to, attend, and conduct sales presentations. Manual dexterity is required to use desktop computers and peripherals. Exposure to variable weather conditions is likely.
WORK ENVIRONMENT
The work environmental characteristics described here are representative of those that an associate must meet to perform the essential functions of his job successfully. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
TRAVEL
Travel is primarily local during the business day, although some out-of-area and overnight travel may be expected as the company grows into other regions.
SAFETY HAZARD OF THE JOB
Minimal Hazards