Manager, Financial Planning & Analysis

SOUTH COAST COMMUNITY SERVICES • Mission Viejo, CA

24d • $130,000 - $155,000 • Onsite

About The Position

The Manager, Financial Planning & Analysis (FP&A) is responsible for leading the organization's financial planning, budgeting, forecasting, financial analysis, management reporting, and finance process improvement initiatives. Reporting to the Chief Financial Officer, this role partners closely with executive and operational leaders to provide financial insights that support strategic decision-making, improve organizational performance, and advance SCCS's mission.
The FP&A Manager serves as a trusted business partner across the organization, developing financial models, performance metrics, and analyses that help leadership understand operational performance, evaluate opportunities, and allocate resources effectively. This position will play a key role in building and continuously improving SCCS's financial planning, reporting, and analytical capabilities while supporting the organization's ongoing growth and finance transformation initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field.
• Five to eight years of progressively responsible experience in FP&A, corporate finance, financial analysis, or related roles.
• Experience leading budgeting, forecasting, and financial planning processes.
• Strong financial modeling and analytical skills.
• Experience partnering with operational leaders to support business decision-making.
• Demonstrated ability to improve financial processes, reporting, or business performance.
• Excellent communication and presentation skills, with the ability to explain financial information to non-financial audiences.
• Demonstrated intellectual curiosity, with the ability to move beyond reporting results to understand business drivers and identifying opportunities for improvement.
• Proven ability to manage multiple priorities in a dynamic environment.

Nice To Haves

• Healthcare, behavioral health, or nonprofit experience.
• Experience supporting ERP implementations, reporting enhancements, or finance process improvement initiatives.
• Experience with NetSuite, business intelligence platforms, or financial planning systems.
• MBA, CPA, CMA, or other relevant professional certification.

Responsibilities

• Lead the organization's annual operating budget process in partnership with the Controller and operational leadership.
• Coordinate the development of departmental budgets, staffing plans, and financial assumptions.
• Prepare monthly and quarterly financial forecasts.
• Develop long-range financial plans supporting organizational growth and strategic priorities.
• Build financial models supporting new programs, business opportunities, and strategic initiatives.
• Analyze financial and operational performance to identify trends, risks, and opportunities.
• Prepare meaningful variance analyses that explain operational and financial performance.
• Perform scenario, sensitivity, and business case analyses supporting executive decision-making.
• Evaluate the financial impact of operational initiatives, resource allocation decisions, and organizational changes.
• Develop recommendations that improve organizational performance and support informed decision-making.
• Partner with executive and operational leaders to understand the financial and operational drivers of performance.
• Translate financial and operational data into meaningful business insights and actionable recommendations.
• Ask thoughtful questions, challenge assumptions, and identify opportunities to improve organizational performance.
• Support leaders in evaluating operational decisions, staffing models, and resource allocation.
• Build trusted relationships across Finance, Operations, Revenue Cycle, Clinical Services, Information Technology, and other administrative functions.
• Develop executive-level financial and operational reporting that supports organizational decision-making.
• Define meaningful financial and operational performance metrics and key performance indicators.
• Partner with Information Technology and analytics resources to design, develop, and continuously improve executive dashboards and management reporting.
• Prepare financial analyses and presentations for executive leadership and the Board of Directors.
• Continuously improve reporting processes, data quality, and financial transparency across the organization.
• Serve as the Finance functional lead for budgeting, forecasting, management reporting, and financial analytics initiatives within NetSuite and related financial systems.
• Partner with Finance, Information Technology, and operational leaders to improve financial processes, reporting capabilities, and data quality.
• Identify opportunities to automate financial reporting and improve the efficiency and effectiveness of Finance operations.
• Support implementation and optimization of financial systems, reporting tools, and planning capabilities.
• Recommend and lead process improvements that strengthen financial insight, operational decision-making, and organizational performance.
• Support organizational growth initiatives through financial modeling and analysis.
• Develop business cases supporting new programs, strategic investments, partnerships, and acquisitions.
• Participate in cross-functional initiatives that improve organizational performance and financial effectiveness.
• Identify opportunities to strengthen financial planning, reporting, and organizational decision-making.
• Support finance transformation initiatives and the continuous evolution of the Finance function.

What This Job Offers

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