Financial Planning and Analysis Manager

Caravel Autism Health•Green Bay, WI

14d

About The Position

The Financial Planning & Analysis Manager will support operational and strategic financial modeling of services for clients in Applied Behavior Analysis (ABA) therapy. This role provides hands‑on exposure to assignments involving ABA provider platforms, multi‑site operators, and healthcare services investors. This role will work with leadership to deliver rigorous monthly financial analysis, clinic financial materials, and support the annual budget and quarterly forecasting process in a fast‑paced, data‑driven environment.

Requirements

Bachelor’s degree in finance, accounting, business, or a related field required, advanced degrees preferred
5 - 8+ years in FP&A, corporate finance, or strategic finance
Strong analytical and quantitative skills
Advanced proficiency in Microsoft Excel and PowerPoint
Solid understanding of financial statements and corporate finance fundamentals
High attention to detail and strong organizational skills
Excellent written and verbal communication abilities
Ability to work effectively in a deadline driven, high intensity environment
Strong analytical judgment and problem-solving ability
Team oriented mindset with a professional and client focused approach
Intellectual curiosity and willingness to learn complex operating models
High integrity and discretion with confidential information

Nice To Haves

Exposure to healthcare services, behavioral health, or provider-based business models preferred
Familiarity with valuation methodologies used in healthcare services transactions preferred
Experience with Business Central, Cosmos Reporting, Power BI, and Central Reach platforms preferred
Experience in a PE-backed, multi-entity, or roll-up environment strongly preferred
Prior internship or experience in investment banking, private equity, healthcare consulting, or corporate finance

Responsibilities

Build and maintain detailed financial models for ABA therapy businesses, including: Multi-dimensional income statements for budgets, forecasts and actuals Cashflow and Balance Sheet integration into budget/forecasting processes Capital investment model and asset tracking budget/forecast models
Create and maintain internal operating forecasts, annual budget and non-financial models
Monthly Lender reporting and ad hoc financial scenario requests
Develop cost models to support budget/forecast inputs, including but not limited to labor models, operating expenses driver-based models & monthly allocation models
Analyze and maintain income statements, balance sheets, and cash flows with attention to ABA Therapy‑specific drivers such as but not limited to: Revenue per client / per session and CPT code mix Clinician utilization and productivity Payor mix (commercial, government) Margin profiles at the site, service line, and clinician level De Novo and Same Store analytics and insights Revenue Cycle Management analytics
Support monthly Clinic, Executive Management and Board of Directors reporting Maintain models and Cosmos system for monthly updates Support creation of the monthly presentation materials
Manage internal deliverables, timelines, calendars and approval processes
Ensure compliance with firm policies, confidentiality requirements, and healthcare‑related regulatory considerations
Provide accounting, audit and internal controls support as requested
Create and maintain Cosmos financial reports
Business support to clinic leadership and executive management
Monthly end close support and reporting
Other requests as assigned