Lead Financial Planning & Analysis (FP&A) Analyst – Level 2

American Addiction Centers•Brentwood, TN

23h

About The Position

If you are searching for a fulfilling place to develop your career and an opportunity to make a difference in helping others, then keep reading on. Here at AAC, we have a progressive culture; we listen to your ideas, value a work/life balance, invest in education, and we foster trust and respect for all individuals. Our exceptional comp and strong benefits include company matching 401K, medical, dental, vision and life insurance. We are looking for our future leaders, who are not only going to fill the qualifications for this job description, but who are going to exceed expectations. Be a part of a team whose mission is to provide quality, compassionate, and innovative care to adults struggling with addiction and co-occurring mental health disorders. Our purpose and passion are to empower patients, their families, and our communities by helping individuals achieve recovery and optimal wellness of the mind, body, and spirit. Job Summary: The Lead FP&A Analyst supports the company’s strategic and financial objectives by providing high-quality data analysis, modeling, and reporting. This role collaborates closely with the Director of FP&A, Director of Finance Analytics, and internal stakeholders to support the budgeting, forecasting, variance analysis, and KPI reporting processes. This position is ideal for a highly analytical individual with strong business acumen and an interest in the healthcare industry.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred; four years of relevant work experience will be considered in lieu of undergraduate degree preference.
3–6 years of relevant experience in FP&A, investment banking, healthcare finance, or related fields.
Strong understanding of income statements, balance sheets, and cash flow modeling.
Advanced Excel and financial modeling skills required, including proficiency with Power BI or Tableau required.

Nice To Haves

CPA, CFA, or MBA preferred but not required.
Prior experience in multisite healthcare or behavioral health setting preferred.
Experience with Adaptive, UKG, and NetSuite preferred.
Familiarity with SQL or other data querying tools is a plus.
Strong analytical, problem-solving, and communication skills.
Detail-oriented with the ability to manage multiple deadlines.
Professional demeanor and ability to handle sensitive financial data with discretion.
Natural curiosity to challenge status quo and investigate trends unprompted

Responsibilities

Act as bridge between accounting and finance departments to create a cohesive and streamlined environment.
Validate financial activity and down-stream analytics, both operation and financial.
Liaise with accounting team on down-stream impacts of activities within the department.
Perform valuations of business entities, intangible assets, and/or financial instruments using standard valuation approaches (income, market, and cost methods)
Build and maintain detailed financial models, including discounted cash flow (DCF) analyses
Analyze historical and projected financial statements
Conduct industry, market, and company research to support valuation assumptions
Assist in the preparation of valuation reports, presentations, and supporting documentation
Assist in the preparation of annual operating and capital budgets across departments and facilities.
Support the monthly re-forecasting process by updating models with current data and assumptions.
Build and maintain detailed financial models (e.g., revenue, labor, cost models) for pro forma analysis and scenario planning.
Prepare Monthly Operating Reports (MORs) comparing actuals to budget and forecast, with variance analysis and commentary.
Track and analyze KPIs related to patient volume, census, revenue, staffing, and expenses.
Develop ad hoc reports and dashboards for financial and operational leaders.
Partner with IT and Accounting to ensure data accuracy across Adaptive, UKG, EHRs, and other data sources.
Help validate and automate dashboards within Power BI or Tableau as directed by the Director
Assist with data mining, normalization, and presentation for executive summaries or board materials.
Work directly with finance, accounting, business development, and clinical operations to gather inputs for forecasts and budgets.
Participate in strategic planning sessions by contributing analytical insights and supporting documentation.
Contribute to financial analysis for strategic initiatives, M&A modeling, and payer contract reviews.
Support Director of FP&A with materials for quarterly board presentations or lender communications.