FP&A Manager

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

📋 Description

• Develop and maintain reliable monthly forecasting and budgeting processes utilizing Workday Adaptive Planning.

• Foster partnerships for expense and headcount planning, while creating dashboards and actionable analyses for business leaders.

• Construct scalable financial reporting systems for internal leadership and board presentations.

• Link financial outcomes and KPIs to forward-looking forecasts.

• Implement process enhancements, automation, and AI-driven workflows.

• Oversee monthly forecasting and annual budgeting processes, including operating expenses and headcount planning.

• Sustain and enhance integrated three-statement financial forecasts.

• Collaborate with Accounting to integrate monthly actuals, analyze variances, and refine forecasts.

• Act as the primary Finance partner for departmental leaders regarding budgets, expenditures, hiring strategies, and operational decisions.

• Engage with senior stakeholders to translate financial insights into actionable recommendations.

• Prepare monthly financial and KPI reporting packages for executive leadership and board meetings.

• Create dashboards and analytical tools to enhance financial visibility and support decision-making.

• Optimize Workday Adaptive Planning and reporting tools by transitioning from manual processes to scalable solutions.

• Utilize AI and automation to enhance analysis, reporting, and recurring finance workflows.

⛳️ Requirements

• Approximately 5–7 years of pertinent FP&A or corporate finance experience.

• Proficient in financial analysis, forecasting, budgeting, and integrated three-statement financial modeling.

• Familiarity with financial planning platforms like Workday Adaptive Planning or similar systems.

• Proven track record of enhancing financial processes and reporting.

• Successful experience collaborating with business leaders, effectively communicating financial data, and influencing decisions across various organizational levels without direct authority.

• Proactive and resourceful problem-solving approach.

• Capability to work independently, manage ambiguity, establish structure, and know when to collaborate or escalate issues.

• Background in healthcare, healthcare technology, or a rapidly growing business, especially within a scaling finance organization.

• Direct experience with Workday Adaptive Planning, particularly in forecasting models and dashboard creation.

• Advanced proficiency in Excel and experience utilizing AI or automation to enhance financial workflows.

• A degree in finance, accounting, or a related quantitative field.

🏝️ Benefits

• Health, dental, and vision insurance coverage.

• Annual cash incentive program.

• 401(k) plan with matching contributions.

• Flexible paid time off (PTO).

• PHM for PHM (services available for you and your dependents).

• Additional benefits offered.