Financial Planning & Analysis Manager

Augusta Health • Fishersville, VA

2h • $98,488 - $165,859

About The Position

The Manager of Financial Planning & Analysis (FP&A) owns Augusta Health’s financial planning and decision-support systems, supports the annual budget and forecasting process, and provides financial, labor productivity, and benchmarking analysis across the organization. Reporting to the Administrative Director of Finance & Corporate Controller, with a dotted-line relationship to the Senior Vice President & Chief Financial Officer, this leader serves as the subject matter expert and system owner for budgeting, capital planning, labor productivity, benchmarking, and related financial platforms. The Manager ensures systems are accurately built, maintained, reconciled, and used effectively by leaders across Augusta Health and Augusta Medical Group.

The role calls for an advanced Excel and systems expert who can build models, reconcile data from finance, payroll, nursing, operational, and clinical systems, and translate complex analyses into actionable insights for directors, executives, and governance. The Manager leads a small team of financial analysts and serves as a resource for financial and operational analysis throughout the organization. In partnership with the CFO, the Manager also supports strategic, executive, and Board-level analysis, including long-range financial planning, reimbursement and policy impact modeling, and enterprise margin improvement initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related quantitative field.
• Five years of progressive experience in financial planning and analysis, budgeting, decision support, or financial analytics.
• Two years of supervisory, team lead, or project lead experience directing analysts’ work.
• Demonstrated experience administering or serving as a power user of an enterprise budgeting/planning (EPM) system, including data loads, structures, and reporting.
• Demonstrated experience building complex financial models, reconciliations, and analyses in Excel using large, multi-source datasets.
• Expert-level Microsoft Excel skills, including Power Query, Power Pivot, pivot tables, dynamic arrays, lookup functions, scenario modeling, and macros/VBA.
• Proficiency with business intelligence and reporting tools, such as Power BI, Meditech Data Repository, and Business and Clinical Analytics.
• Strong systems aptitude and ability to configure, administer, troubleshoot, and maintain enterprise financial systems, including hierarchies, drivers, interfaces, security, and reporting.
• Strong understanding of hospital and physician practice finance, including statistics and volumes, revenue and deductions, labor, non-labor expense, and capital.
• Working knowledge of labor productivity and benchmarking methodologies, including unit-of-service selection, target-setting, and normalizing data for peer comparison.
• Exceptional rigor in data validation and reconciliation, with ability to tie numbers across finance, payroll, operational, and clinical systems and explain variances.
• Ability to translate complex analyses into concise narratives, visuals, and recommendations for directors, executives, and Board audiences.
• Ability to manage competing priorities and deadlines, including fast-turnaround executive requests.
• Leadership and coaching skills to develop analysts, build team capability, and establish standard work and documentation.
• Collaborative, service-oriented approach with operational, clinical, and finance leaders, and discretion in handling confidential information.
• Curiosity and a continuous improvement mindset, including interest in automation and AI tools to streamline FP&A processes.
• Eligibility to work in the United States and meet Virginia state employment requirements.

Nice To Haves

• Master’s degree (MBA, MHA, MS in Finance, Accounting, Data Analytics, or related field).
• Certified Public Accountant (CPA) or Certified Management Accountant (CMA).
• Certified Healthcare Financial Professional (CHFP) certification from HFMA.
• Certified Corporate FP&A Professional (FPAC) certification from AFP.
• Microsoft Office Specialist: Excel Expert certification or equivalent demonstrated proficiency.
• Lean Six Sigma Green Belt or higher.
• Finance or decision-support experience in a hospital, health system, or physician group setting.
• Hands-on administration of Axiom/StrataJazz or a comparable healthcare EPM platform.
• Experience with labor productivity systems and external benchmarking, including productivity target-setting and FTE budgeting.
• Experience supporting a financial or enterprise system implementation or conversion, such as budgeting, productivity, cost accounting, ERP, or EHR.
• Experience with cost accounting, service line profitability, or physician practice financial analysis.
• Prior experience in a hospital, healthcare system, or related service-oriented environment.
• Familiarity with Augusta Health’s systems, workflows, or organizational culture.
• SQL, Python, or R experience.

Responsibilities

• Support the annual operating budget process by preparing the budgeting system, analyzing volume and statistic projections, FTE and labor models, non-labor expense, and consolidated budget rollups.
• Assist department directors, service line leaders, and Augusta Medical Group Operations with budget system use and analytical questions during the budget cycle.
• Support flex budgets, rolling forecasts, and year-end projections.
• Evaluate capital requests financially, including ROI, payback, and total cost of ownership, in coordination with the PPMO.
• Support long-range financial planning and multi-year scenario modeling aligned with the strategic plan.
• Own and administer the budgeting and planning system, labor productivity system, benchmarking tools, and related financial decision-support platforms.
• Maintain system hierarchies, cost center and account structures, drivers, data loads, interfaces, user security, and reporting; ensure data integrity and reconciliation to the general ledger, payroll, and source systems.
• Liaise with vendors and Information Technology on upgrades, enhancements, issue resolution, implementations, and conversions; recommend ways to optimize, integrate, or consolidate financial systems.
• Develop training, documentation, and standard work to help leaders use financial systems effectively and independently.
• Lead the labor productivity program, including units of service, productivity targets, and pay-period and monthly productivity reporting for all departments.
• Provide FTE, position control, skill mix, and productivity analyses to support the Labor Management Strategy Team and staffing decisions.
• Lead internal and external benchmarking of labor, cost, and operational metrics; reconcile methodology differences and identify opportunities to improve staffing standards and efficiency.
• Partner with Nursing and operational leaders on staffing analyses and support external reporting requirements that rely on labor and volume data.
• Cross-train team members and document critical processes and systems to ensure continuity.
• Lead complex, ad hoc, and strategic financial analyses, including new programs and services, service line and physician practice performance, pro formas, and return-on-investment evaluations.
• Produce monthly variance analysis and commentary on volume, revenue, labor, and expense; identify trends, risks, and opportunities.
• Develop and maintain dashboards, key performance indicators, and executive reporting, and expand self-service reporting for operational leaders.
• Quantify and track the financial impact of margin improvement and performance improvement initiatives.
• Automate recurring reports and analyses to reduce manual effort and improve timeliness and accuracy.
• Partner directly with the CFO on strategic analyses, executive presentations, and Finance Committee and Board materials.
• Partner with Reimbursement to model the financial impacts of regulatory, reimbursement, and policy changes.
• Prepare analyses and materials on budget, forecast, productivity, and benchmarking for the executive team, Finance Committee, and Board.
• Hire, develop, coach, and evaluate a small team of financial analysts; set priorities and ensure timely, accurate deliverables.
• Foster a team culture of accuracy, curiosity, service, and continuous improvement aligned with Augusta Health’s values.

Benefits

• Comprehensive insurance package including medical, dental, and vision coverage.
• Retirement savings plans and financial wellness support programs.
• Earned Wage Access Program for eligible team members.
• Generous paid time off and flexible scheduling.
• Career development programs and advancement opportunities.
• Personalized onboarding and ongoing educational support.
• Tuition reimbursement.
• Onsite childcare.
• Free onsite parking and 24/7 armed security.
• Health Fitness Reimbursement Program.
• Onsite credit union and pharmacy.
• Competitive pay with shift/weekend differentials.
• Employee discounts at the cafeteria, gift shop, pharmacy, and local entertainment venues.
• Current hiring incentives are referenced; details may vary by position.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager