Financial Planning and Analysis Manager

Advanced Medical Management • Long Beach, CA

1d

About The Position

The FP&A Manager (Finance) will lead the financial planning, budgeting, forecasting, and analysis functions within the organization. This role involves working closely with senior leadership to provide strategic financial insights, support decision-making, and drive financial performance. Focus initially will be on the Company’s operating expenses but expected to expand to support other organizational initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
• Minimum of 7 years of experience in financial planning and analysis, with at least 3 years in a managerial role within a healthcare setting.
• Extensive knowledge of financial planning, budgeting, forecasting, and analysis principles and practices.
• Strong analytical skills with the ability to interpret complex data and generate actionable insights.
• Excellent leadership, communication, and interpersonal skills.
• Proven ability to manage multiple projects and work effectively in a fast-paced, dynamic environment.
• Proficiency in financial planning software and data analytics tools

Nice To Haves

• MBA or CPA preferred
• NetSuite and Adaptive Insights experience a plus

Responsibilities

• Lead the development, maintenance, and monitoring of the company’s operating expense budget across corporate departments and owned medical practices.
• Track monthly financial performance and analyze actual results vs. budget and forecast.
• Prepare monthly variance analyses and communicate key insights to finance leadership and department heads.
• Partner with department leaders to review spending trends, identify drivers of variances, and implement corrective actions where needed.
• Serve as the primary finance partner to corporate departments and practice leadership on expense management.
• Conduct recurring monthly financial review meetings with department heads to review financial performance and upcoming spending plans.
• Provide analytical support and financial guidance to help departments manage within budget while achieving operational objectives.
• Support leadership during vendor contract negotiations by evaluating pricing structures, benchmarking costs, and modeling financial impacts.
• Analyze vendor spend across departments to identify opportunities for consolidation, renegotiation, or cost optimization.
• Develop and maintain recurring financial reports and dashboards related to operating expenses.
• Prepare financial presentations and summaries for executive leadership.
• Identify trends and opportunities to improve cost management and operational efficiency.
• Improve financial planning processes, budgeting tools, and reporting capabilities.
• Assist with broader FP&A responsibilities over time, including forecasting, strategic planning, and financial modeling for new initiatives.

Benefits

• Health Coverage You Can Count On: Full employer-paid HMO and the option for a flexible PPO plan.
• Wellness Made Affordable: Discounted vision and dental premiums to help keep you healthy from head to toe.
• Smart Spending: FSAs to manage healthcare and dependent care costs, plus a 401(k) to secure your future.
• Work-Life Balance: Generous PTO, 40 hours of sick pay, and 13 paid holidays to enjoy life outside of work.
• Career Development: Tuition reimbursement to support your education and growth.
• Team Fun: Paid company outings and lunches because we work hard, but we also know how to have fun!

What This Job Offers

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