Manager, FP&A (Healthcare Technology)

McKessonIrving, TX
2dHybrid

About The Position

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you. CSI, a division within McKesson, is dedicated to accelerating innovation in healthcare technology. Focused on developing transformative software products for internal McKesson companies, CSI fosters a dynamic environment where data-driven insights and financial discipline are key to driving strategic growth and operational excellence. Role Summary The Manager, FP&A will serve as a strategic partner to Macro Helix leaders within CSI, providing comprehensive oversight of financial planning, analysis, and execution. This role is responsible for budgeting, forecasting, business modeling, and operational finance for Macro Helix initiatives, shaping financial strategy and ensuring fiscal discipline to support customer revenues and margins. In addition, the Manager will lead improvements in analytical standards for reporting and modeling KPIs, collaborate cross-functionally with product, engineering, and customer support teams, and present financial insights to executive leadership. Success in this role requires strong leadership, advanced financial modeling skills, and the ability to drive process improvements in a dynamic, innovative environment.

Requirements

  • Degree or equivalent and typically requires 7+ years of relevant experience.
  • Bachelor’s degree in Finance, Accounting, Business Administration, or related field; MBA or relevant master’s degree strongly preferred.
  • 7+ years of progressive experience in finance, FP&A, or finance strategy, ideally within a technology or software development environment.
  • Proven track record in leading finance teams, managing complex budgets, and partnering with cross-functional stakeholders.
  • Strong understanding of financial systems, ERP platforms, and advanced Excel modeling.
  • Expertise in financial modeling, forecasting, and business analytics; proficiency with financial software (e.g., Oracle, SAP, BPC, SAC).
  • Exceptional quantitative and qualitative analysis abilities; adept at synthesizing complex data into actionable insights.
  • Strong people management skills; ability to inspire and guide teams in a fast-paced, matrixed environment.
  • Excellent verbal and written communication skills; able to convey financial concepts to non-financial audiences.
  • Demonstrated experience leading projects from inception to completion, developing robust business cases, and effectively managing competing priorities in dynamic environments.
  • Must thrive in a fast-paced, dynamic environment, able to deliver results and possess a strong drive to meet and exceed expectations.
  • Demonstrated ability to influence and collaborate with senior leaders and cross-functional teams.
  • High level of initiative, accountability, and commitment to driving business outcomes.
  • Comfortable with ambiguity and change; thrives in a rapidly evolving technology landscape.

Nice To Haves

  • Professional certifications (e.g., CFA, CPA) are a plus.

Responsibilities

  • Strategic Financial Leadership: Develop and implement robust financial strategies aligned with the roadmap and business objectives for Macro Helix.
  • FP&A Management: Lead the annual budgeting, forecasting, and long-range planning processes for Macro Helix, ensuring accuracy and transparency in financial reporting.
  • Financial Operations: Oversee monthly/quarterly close activities, variance analysis, and reporting on key financial metrics to senior leadership.
  • Business Partnering: Collaborate with product, engineering, and customer support teams.
  • Modeling & Analysis: Build and maintain complex financial models to assess ROI, scenario planning, and risk analysis for new software initiatives.
  • Process Improvement: Identify and drive improvements in financial processes, tools, and systems to enhance efficiency and scalability.
  • Performance Management: Establish KPIs and dashboards to monitor product and project performance, proactively identifying areas for optimization.
  • Governance & Compliance: Ensure adherence to financial policies, SOX requirements, and internal controls, mitigating risks and maintaining audit readiness.
  • Stakeholder Communication: Present financial insights, recommendations, and updates to executive leadership and other key stakeholders.
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