Financial Planning & Analysis Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and maintain the annual driver-based budgeting model linked to provider capacity, payer mix, ramp curves, and headcount strategies.

• Oversee the ongoing monthly forecast for revenue, expenses, and cash flow projections.

• Identify risks and opportunities 60–90 days in advance.

• Manage cash flow forecasting in collaboration with the VP, with a focus on hiring timelines and expenditure pacing.

• Extract, cleanse, and organize data from AdvancedMD, Rippling, and various other systems.

• Analyze data and present findings, implications, and recommended actions to the VP.

• Spot emerging questions and trends before they become apparent to the wider business.

• Provide monthly variance analysis accompanied by written operational narratives.

• Create and maintain Power BI dashboards that track provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit.

• Produce forward-looking, decision-ready reporting packages for boards and executives.

• Develop pro formas for new locations, service lines, and provider compensation structures.

• Model provider-level profitability, encompassing revenue, collections, utilization, and allocated costs.

• Create scenario models for changes in payer reimbursement, capital decisions, and incentive plan design.

• Collaborate with the Data Scientist to transform demand forecasting and capacity outputs into financial projections and planning assumptions.

• Maintain clear definitions for core KPIs across finance and operations.

• Perform additional related tasks as assigned.

⛳️ Requirements

• Minimum of 3 years in FP&A, strategic finance, or financial modeling with increasing levels of responsibility.

• Experience in building and managing a comprehensive budget and rolling forecast cycle independently.

• Proficient in extracting data from source systems and organizing it into meaningful analyses independently.

• Advanced Excel modeling capabilities, including driver-based models, scenario analysis, and sensitivity tables.

• Hands-on experience with Power BI is preferred.

• Strong written communication skills.

• Ability to work effectively with imperfect data and evolving processes.

• Familiarity with data systems like Power BI, Cognos, Tableau, or Zoho.

• Experience with P&L, payroll, and operational inputs.

• Experience with AdvancedMD is a significant advantage.

• Background in multi-site outpatient healthcare, behavioral health, or medical groups is a strong differentiator.

• Understanding of payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics.

• Experience collaborating with or interpreting outputs from data science or analytics teams.

• Knowledge of Rippling or similar HRIS/payroll systems.

• Ability to maintain the confidentiality of financial, operational, and patient-related data.

• Proficient in both written and verbal communication.

• Capable of talking, hearing, communicating effectively, standing, walking, sitting, using a keyboard, and occasionally lifting or moving up to 25 pounds.

🏝️ Benefits

• Bonus target: 10%.

• Fully remote work opportunity.

• Comprehensive benefits package including health, dental, vision, EAP services, and more.

• Monthly wellness reimbursement.

• 401k matching up to 4%.

• Opportunities for growth and professional development.

• 15 days of accrued PTO.

• Up to 5 sick/wellness days.