Financial Planning & Analysis (FP&A) Manager

Clarity Clinic

4h • $95,000 - $120,000 • Remote

About The Position

The Financial Planning & Analysis (FP&A) Manager will be responsible for building and maintaining financial models, leading the rolling monthly forecast, and owning cash flow forecasting. This role involves extracting and analyzing data from various systems, identifying trends, and providing a point of view on financial performance. The manager will also be responsible for delivering monthly variance analysis, building Power BI dashboards, and producing board and executive reporting packages. Additionally, the role includes building pro formas for new initiatives, modeling provider-level profitability, and producing scenario models. The FP&A Manager will collaborate with the Data Scientist to translate demand forecasting into financial projections and maintain clear KPI definitions across the organization. This position requires strong technical and functional competencies in financial planning, forecasting, data extraction, healthcare revenue cycle knowledge, financial modeling, and data visualization, as well as behavioral competencies such as analytical rigor, strategic thinking, executive communication, accountability, collaboration, adaptability, and ethical conduct.

Requirements

• 3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownership
• Personally built and maintained a full budget and rolling forecast cycle — not supported someone else who did it
• Demonstrated ability to go into source systems, extract data, and structure it into meaningful analysis without being told exactly how
• Advanced Excel modeling skills — driver-based models, scenario analysis, sensitivity tables
• Hands-on Power BI experience preferred — you build and maintain dashboards, you don't request them
• Strong written communication — you can explain what the numbers mean and what to do about it
• Comfortable operating in environments where data is imperfect and processes are still being built
• Someone who brings answers and a point of view, not just completed tasks
• Experiences with data systems (PowerBi, Cognos, Tableau, Zoho), Power BI not required
• Some experience with P&L/payroll/operational inputs

Nice To Haves

• AdvancedMD experience (significant plus)
• Multi-site outpatient healthcare, behavioral health, or medical group background
• Familiarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics
• Experience working alongside or translating outputs from data science or analytics teams
• Rippling or comparable HRIS/payroll system experience

Responsibilities

• Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans
• Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead
• Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing
• Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset
• Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP — not just the numbers but what they mean and what should happen next
• Over time, surface questions and trends the business hasn't thought to ask yet — the best financial planning and analytics work anticipates problems before they're visible to everyone else
• Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them
• Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit
• Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements
• Build pro formas for new locations, new service lines, and provider compensation structures
• Model provider-level profitability — revenue, collections, utilization, and allocated costs — to identify what's working and what isn't
• Produce scenario models for payer reimbursement changes, capital decisions, and incentive plan design
• Extract, clean, and connect data from AdvancedMD, Rippling, and other sources into Power BI reporting
• Partner closely with our Data Scientist — take their demand forecasting and capacity outputs and translate them into financial projections and planning assumptions
• Maintain clear definitions for core KPIs across the organization so finance and operations are speaking the same language
• The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform related duties, as assigned by their supervisor.

Benefits

• Full comprehensive benefits package including health, dental, vision, EAP services and more
• Monthly Wellness Reimbursement to promote your self-care routine & well-being
• 401k match up to 4%
• Opportunities for growth and professional development
• 15 days of accrued PTO and up to 5 sick/wellness days

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed