Strategic Finance Manager

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

📋 Description

• Collaborate with department heads to construct and finalize the annual budget utilizing a driver-based model linked to provider capacity, payer mix, ramp curves, and headcount.

• Maintain a rolling monthly forecast and refresh revenue, expense, and cash projections.

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

• Develop and uphold site-level P&Ls and provider productivity analysis.

• Take ownership of provider and PA demand models and recommend hiring triggers for CEO approval.

• Supply hiring timing, spend pacing, and collection assumptions to the Controller's 13-week cash forecast.

• Create pro formas for de novo sites and leases.

• Formulate service-line economics for PHP/IOP, TMS, and Spravato.

• Model provider-level profitability and establish provider compensation structures.

• Assess payer rate modifications, capital planning scenarios, and incentive plan designs.

• Transform executive queries into models and recommendations promptly.

• Finalize monthly variance narratives and P&L bridges for the Controller's review.

• Present the P&L bridge during the monthly operating review.

• Prepare and finalize board and lender reporting packages for the Controller's review and sign-off, presenting them in conjunction with the Controller.

• Act as the primary point of contact for department data and reporting requests.

• Conduct regular check-ins and monthly budget reviews with department heads.

• Lead site P&L reviews alongside Center Operations Managers.

• Ensure clear definitions for core financial KPIs are maintained.

• Define financial dashboard requirements for the Data & Analytics team and provide written commentary.

• Extract and organize data from AdvancedMD, Rippling, the general ledger, and Clarity's data platform.

• Monitor budget against actual and committed spending across all payment channels.

• Assist with the Sage Intacct implementation, which includes cost center design, budget loading, and budget-versus-actual reporting.

• Support the closing process with accrual inputs and flux reviews of the P&L and balance sheet prior to the Controller locking the trial balance.

• During the Senior Accountant's absence, review entries and reconciliations, approving routine payments in accordance with the documented approval process.

• Complete Clarity Clinic orientation, covering HIPAA privacy and security, compliance, and role-specific training.

⛳️ Requirements

• A Bachelor's degree in finance, accounting, economics, or a related discipline.

• Over 5 years of progressive experience in FP&A, strategic finance, investment banking, consulting, or transaction advisory, including a minimum of 2 to 3 years in an operational FP&A role (6 to 10 years preferred).

• Experience personally managing an annual budget from start to finish, incorporating inputs from department or site owners.

• Proven track record of sustaining a rolling forecast on a monthly basis and presenting it to an executive team.

• Experience overseeing monthly variance analysis, including articulating results to non-financial leaders.

• Familiarity with unit or site-level P&L models, ideally with ramp or maturity curves.

• Experience defining KPIs and producing a recurring reporting package.

• Demonstrated experience in building and presenting at least one board or lender package.

• Expertise in constructing an operating model rather than merely maintaining an existing one.

• Solid understanding of accrual accounting and comfort working closely with actuals.

• Advanced Excel modeling skills: driver-based models, scenario analysis, and sensitivity tables.

• Experience functioning as a business partner to operational leaders.

• Strong written communication skills with a clear perspective.

• Preferred: Background in investment banking, consulting, or transaction advisory.

• Preferred: Experience in multi-site healthcare services, behavioral health, or PE-backed healthcare.

• Preferred: Familiarity with AdvancedMD.

• Preferred: Understanding of payer mix and CPT-driven revenue.

• Preferred: Sufficient familiarity with Power BI to guide dashboard development.

• Preferred: Experience during an ERP transition.

• MBA, CFA, or CPA is optional.

• Completion of HIPAA privacy and security training during orientation and on an annual basis.

• Use of aggregated data only, ensuring patient-level data is never exported.

• Maintain the confidentiality of financial, compensation, and patient-adjacent data.

• Occasional travel to Clarity Clinic locations in the Chicago area.

🏝️ Benefits

• Bonus Target: 10%.

• Remote work is available, with a strong preference for candidates in the Chicago area.

• Opportunities for growth as Clarity expands.

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

• Monthly Wellness Reimbursement to encourage self-care practices and promote well-being.

• 401k matching up to 4%.

• 15 days of accrued PTO along with up to 5 sick/wellness days.

• Reasonable accommodations may be made to assist individuals with disabilities in performing essential functions.