Financial Planning and Analysis Manager

athenahealth•Boston, MA

1d•Hybrid

About The Position

Help shape how athenahealth plans, forecasts, and communicates sales performance by turning complex data into clear insights and actionable recommendations. The FP&A Manager will partner closely with Sales and Finance leaders to support forecasting, budgeting, and executive-ready reporting. This role reports to the FP&A Director. This position can either work from athenahealth’s headquarters located in Boston, MA or Remote in the United States. The Financial Planning and Analysis (FP&A) team plays a critical role in an organization by providing financial insights and strategic guidance to support decision-making. Their primary responsibilities include budgeting, forecasting, and analyzing financial performance to help the company meet its financial goals. The team collaborates with various departments to gather data, build financial models, and conduct variance analysis to explain differences between actual results and forecasts.

Requirements

4+ years of progressive finance experience.
Exceptional financial analytics background with advanced modeling skills.
Bachelors’ degree in related field (MBA a plus).
Excellent Microsoft Office skills (primarily Excel).
Knowledge of Salesforce and/or Anaplan a plus.
Excellent verbal and written communication skills, including the ability to interface with people at all levels.
Ability to work in a fast-paced, demanding environment and the ability to multi-task.
Demonstrated ability to work with confidential information and to maintain strict confidentiality.

Nice To Haves

MBA a plus
Knowledge of Salesforce and/or Anaplan a plus

Responsibilities

Develop financial models to support bookings outlook, scenario planning, and decision-making across key business initiatives.
Prepare the corporate quarterly bookings forecast and contribute to the annual budget and long-range plan, including detailing assumptions, risks, and opportunities.
Partner with Sales and cross-functional stakeholders to align pipeline, conversion, and bookings assumptions and improve forecast accuracy.
Analyze forecast-to-actual variances and performance drivers; translate findings into clear insights and recommended actions.
Create executive-ready presentations and written narratives that communicate results, trends, and outlook with clarity and appropriate context.
Maintain forecasting and reporting cadences, templates, and documentation to support consistency and auditability of outputs.
Evaluate data inputs and business logic for forecasting models, identifying gaps and coordinating improvements with relevant teams.
Support leadership decision-making by providing timely ad hoc analysis on bookings performance, sales productivity, and related metrics.
Integrate AI tools into forecasting and reporting workflows (e.g., drafting variance narratives, summarizing trends, accelerating scenario comparisons), validate outputs against source data, and share effective practices with teammates.
Document assumptions, methodologies, and changes to models to support continuity and stakeholder understanding.