Financial Planning and Analysis Manager

Our client is seeking an FP&A Manager to join its growing Finance organization and play a key role in strengthening the company’s financial planning, forecasting, reporting, and business performance capabilities. This position will take ownership of core FP&A processes while serving as a strategic business partner to the CFO, senior Finance leadership, and operational leaders across the organization. The FP&A Manager will translate financial and operational data into meaningful insights, identify key business drivers, and provide analysis that supports both day-to-day decision-making and long-term growth initiatives. The ideal candidate is a hands-on FP&A professional who is comfortable working in a growing, multi-entity environment and can move seamlessly between detailed financial analysis and high-level recommendations for senior leadership. Experience with healthcare revenue cycle analytics, Power BI, or SQL is highly valuable but not required.

Key Responsibilities

• Own and lead the annual budgeting, forecasting, and long-range financial planning processes.


• Develop and maintain sophisticated financial models to support business planning, forecasting, scenario analysis, and strategic decision-making.


• Lead monthly and quarterly financial reporting and performance analysis, including preparation of materials for executive leadership and other key stakeholders.


• Analyze actual performance against budget, forecast, and prior periods, identifying key drivers, risks, trends, and opportunities.


• Partner closely with operational and functional leaders to understand business performance, establish meaningful KPIs, and drive accountability around financial results.


• Develop and enhance financial and operational reporting to provide leadership with timely, actionable insights.


• Provide financial modeling and scenario analysis to support strategic initiatives, investments, acquisitions, integrations, and other growth opportunities.


• Partner with Accounting throughout the monthly close process to understand results, investigate significant variances, and ensure financial performance is accurately reflected in FP&A reporting.


• Support cash flow forecasting and liquidity planning in partnership with Finance leadership.


• Present financial insights and recommendations to the CFO and senior leadership, translating complex analysis into clear business implications.


• Identify opportunities to improve FP&A processes, reporting capabilities, financial models, and data integrity.


• Help establish scalable FP&A processes and reporting infrastructure as the organization continues to grow.


• Support ad hoc financial analysis and strategic projects as needed.

Revenue Cycle Analytics — Preferred Experience

Experience within healthcare revenue cycle analytics is preferred but not required. Candidates with this background may have the opportunity to take ownership of revenue cycle reporting and analytics in addition to core FP&A responsibilities.

Potential areas of focus include:

• Develop and enhance reporting and dashboards around revenue performance, accounts receivable, collections, payor mix, denials, and other revenue cycle KPIs.


• Analyze claims, billing, payor remittance, denial, underpayment, and AR data to identify trends and opportunities for improvement.


• Partner with Revenue Cycle, Finance, and operational leadership to establish meaningful KPIs and translate data into actionable recommendations.


• Analyze forecasted versus actual revenue and cash performance and identify the underlying business drivers.


• Leverage tools such as Power BI and SQL to improve reporting, automate manual processes, and enhance visibility into revenue cycle performance.


• Help improve data consistency, reporting accuracy, and analytical capabilities across the organization.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.


• 5+ years of progressive experience in FP&A, financial analysis, corporate finance, or a related discipline.


• Strong experience with budgeting, forecasting, financial modeling, variance analysis, and management reporting.


• Demonstrated ability to partner with senior leaders and operational stakeholders to drive business performance.


• Strong financial and analytical skills with the ability to identify trends, understand business drivers, and develop actionable recommendations.


• Advanced Excel and financial modeling skills.


• Experience with BI/reporting tools such as Power BI is highly preferred.


• SQL experience is a plus, particularly for candidates with revenue cycle or large-data analytics experience.


• Healthcare services or multi-entity experience is preferred but not required.


• Strong communication and presentation skills, with the ability to communicate financial information clearly to both Finance and non-Finance audiences.


• Comfortable operating in a growing environment where processes, systems, and reporting capabilities continue to evolve.


• Highly collaborative, proactive, and hands-on with a strong sense of ownership.