Financial Planning and Analysis Manager

Core Duties/Responsibilities:Serve as a business partner to the leadership team of the companyAssist with the accounting cleanup, booking journal entries, and completing the annual auditsAssist with accounting operations, including General Ledger, AR, AP, and Payroll, including assisting with the monthly and quarterly close process (P&L, BS, SCF). Explain the periodic variances in the monthly reporting package, including operating metrics. Lead the tactical portion of transactions/M&A activity, such as due diligence prep and integration. Help with treasury management and expense management via a 13-week cash flow.Lead the annual budget and periodic forecasting. Required Qualifications:10+ years of progressive finance (accounting and FP&A) experience in the healthcare industry, with experience working with a fast-growing or dynamic PE-backed company.Extensive accounting experience, including participating in and or leading annual audits, booking journal entries, and structured month-end close.Experience acquiring and integrating multi-location healthcare practices Demonstrated experience in the M&A lifecycle workstreams such as; diligence, transaction, integration, and post-transaction tasks (OBS, NWC, PPA, earnouts, and escrows). Experience building and maintaining a 13-week cash flow and overseeing and managing liquidityExperience building a bottoms-up budget along with preparation of periodic forecastingExperience with RCM and medical billing systemsBest-in-class experience in a recognized firm (e.g., public accounting/consulting) or Fortune recognized Company), or experience with institutional investors (PE-backed companies). Possesses above-average skills in Excel (sumifs, pivots, xlookup, vlookup, etc..) and experience working with large data sets and multifaceted spreadsheets

Created: 2025-03-03