FP&A Manager

Private Health Management

9d•$120,000 - $140,000•Remote

About The Position

Private Health Management is seeking an analytically strong FP&A Manager to build and scale financial planning and analysis capabilities during a period of significant growth. Reporting to the SVP of Finance, this role will strengthen budgeting and forecasting, modernize financial reporting and analytics, and serve as a trusted finance partner to leaders across the organization. The position is hands-on and suited to someone who can navigate ambiguity, create structure, and combine attention to detail with sound business judgment. The manager will help transition planning from manual spreadsheets to scalable systems, support informed decision-making, and help shape a growing Finance function. The role coordinates monthly forecasting and annual budgeting, including operating expense and headcount planning in Workday Adaptive Planning. It maintains integrated three-statement forecasts, works with Accounting to incorporate actuals and variances, partners with departmental leaders on budgets and operating decisions, and prepares financial and KPI reporting for executives and the board. It also develops dashboards, improves planning and reporting processes, and applies automation and AI to recurring Finance workflows. This is a remote position. Employees must live and physically perform all work in the United States.

Requirements

Approximately 5–7 years of relevant FP&A or corporate finance experience.
Strong financial analysis, forecasting, budgeting, and integrated three-statement financial modeling capabilities.
Experience using a financial planning platform, such as Workday Adaptive Planning or a comparable system.
Demonstrated ability to improve financial processes and reporting.
Proven success partnering with business leaders, communicating financial information clearly, and influencing decisions across organizational levels without direct authority.
A hands-on, resourceful approach to problem-solving and the ability to work independently, navigate ambiguity, create structure, and recognize when to collaborate or escalate.

Nice To Haves

Experience in healthcare, healthcare technology, or a high-growth business, particularly within a scaling Finance organization.
Direct experience with Workday Adaptive Planning, including forecasting models and dashboard development.
Advanced Excel capabilities.
Experience using AI or automation to improve financial workflows.
A degree in finance, accounting, or another quantitative discipline.

Responsibilities

Coordinate monthly forecasting and annual budgeting, including operating expense and headcount planning, using Workday Adaptive Planning.
Maintain and improve integrated three-statement financial forecasts that connect income statement, balance sheet, and cash flow assumptions.
Partner with Accounting to incorporate monthly actuals, understand variances, and use reporting to inform forward-looking forecasts.
Serve as a primary Finance partner to departmental leaders, helping them understand budgets, manage spending, evaluate hiring plans, and make operating decisions.
Engage senior stakeholders, challenge assumptions constructively, and translate financial insights into practical recommendations.
Coordinate monthly financial and KPI reporting packages for executive leadership and board reporting.
Develop dashboards and analytical tools to improve financial visibility, highlight performance drivers, and support timely decisions.
Improve Workday Adaptive Planning and reporting tools by replacing manual workarounds with scalable, repeatable processes.
Use AI and automation to streamline analysis, reporting, and recurring Finance workflows.
Establish reliable planning and forecasting processes and improve forecast quality, consistency, and accountability.