Manager, Financial Planning & Analysis
Core
Lead financial forecasting, budgeting, and reporting for a health technology revenue cycle management company, partnering with operations and strategy teams to drive business decisions.
Role type
Manager, Financial Planning & Analysis (FP&A)
Builds
Annual budgets, quarterly forecasts, pro forma financial models, and executive financial presentations
Domain
Healthcare Technology / Revenue Cycle Management
Required skills
Financial modeling, quantitative analysis, team mentorship, financial variance analysis, strategic ROI analysis, GAAP familiarity, Excel fluency, PowerPoint presentation, SQL basics, AI agent creation
Preferred skills
Adaptive Planning expertise, data visualization, AI tool management (Copilot Studio), M&A experience
Technologies
Workday Adaptive Planning, Power BI, Excel, SQL, Copilot Studio
Responsibilities
Lead annual budget and quarterly forecast creation; mentor a team of 2-4 analysts; manage Workday Adaptive Planning instances; deliver financial variance commentary; advise on ROI for new initiatives; assist in executive and Board presentations; support capital planning and M&A; define and monitor KPIs with Strategy/Analytics teams; partner with Accounting for month-end close and audit support.
Seniority
Manager, hands-on leadership with team development