Manager - Financial Planning and Analysis
About The Position
About the Role: The Manager, Financial Planning & Analysis (FP&A) is responsible for leading financial planning activities including budgeting, forecasting, financial modeling, and performance analysis to support strategic decision-making across the organization. This role partners closely with operational and executive leadership to evaluate financial performance, identify opportunities for improvement, and provide insights that drive business outcomes. The Manager will oversee financial reporting processes, develop analytical tools and models, and help advance the organization’s financial planning capabilities.
Requirements
- Bachelor's degree
- 7+ years of relevant financial planning and analysis experience, preferably within a complex or multi-entity environment.
- Prior experience leading projects or supervising analysts strongly preferred.
- Advanced proficiency in Microsoft Excel and PowerPoint required.
- Experience working with large datasets and financial modeling required.
Nice To Haves
- Experience with MS-SQL, Power BI, or other business intelligence tools preferred.
- Healthcare industry experience preferred
- Have strong experience in budgeting, forecasting, and financial modeling, and can translate financial data into clear, actionable business insights.
- Partner effectively with cross-functional leaders, communicating financial concepts clearly to both financial and non-financial stakeholders.
- Enjoy analyzing data to identify trends, risks, and opportunities while taking initiative to improve processes, reporting, and analytics.
- Thrive in a fast-paced environment, managing multiple priorities while leading projects and mentoring team members.
Responsibilities
- Lead annual budgeting, monthly forecasting, and multi-year financial planning, including development of financial models for strategic and operational decision-making.
- Perform variance analysis and partner with business leaders to assess performance, identify drivers, and support operational planning.
- Oversee monthly financial reporting, dashboards, and executive presentations communicating business performance.
- Analyze results across business segments to identify trends, risks, and opportunities, delivering actionable insights to senior leadership.
- Lead ad hoc financial analyses to support strategic initiatives, operational improvements, and investment decisions.
- Develop advanced financial models and business cases, including ROI, sensitivity, scenario analysis, and time studies, in collaboration with cross-functional teams.
- Advance FP&A analytical capabilities through enhanced financial modeling, analytics, and reporting tools.
- Drive process improvements, automation, and data accuracy in partnership with data and technology teams.
- Provide leadership, mentorship, and oversight to FP&A team members while fostering analytical rigor and continuous improvement.
- Support professional development through coaching, project ownership, and exposure to strategic financial initiatives.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
