Senior Manager Financial Planning & Analysis

One of our favorite CFO clients is creating a new Sr. Manager of FP&A role. This is a great role for someone who seeks both a compelling mission and a strong FP&A-minded CFO mentor! The ideal candidate for this role is strategic, data-driven, and can play a critical role in driving financial and operational performance. This Manager will be a key member of a strong finance team and will provide support to a dispersed and growing multi-site healthcare services network.Our client is a high-growth PE-backed, mission-focused consumer healthcare services organization. Our Senior Manager of FP&A will serve as a key finance business partner to operational leadership, providing financial insights and analytics to support decision-making. This role will lead monthly operating reviews for operating regions to drive field financial planning, field performance management, monthly performance analytics, monthly action planning, and decision support. There is a great opportunity here to build out new capabilities and make an impact!Duties & ResponsibilitiesFinancial Planning & AnalysisEstablish a reporting cadence with functional leaders, providing support for decision-making and implementing processes to drive accountability for plans, budgets, and forecasts.Conduct variance analysis, identifying trends, risks, and opportunities.Develop scenario modeling to assess financial outcomes of operational decisions.Support leadership in developing action plans and initiatives to course-correct when necessary.Perform insurance payor analysis to evaluate reimbursement trends and payer mix impact.Conduct pricing and gross margin analysis to optimize revenue and profitability.Perform direct cost and service mix analysis to improve financial efficiency.Support the creation of an annual operating plan and maintain budget/forecasting.Conduct research and financial analysis for new market expansion and new site performance analysis to guide strategic growth.Performance Management & Business PartnershipLead monthly operating reviews for all operating regions to drive financial planning and performance management.Drive field financial planning, monthly performance analytics, action planning, and decision support.Serve as a strategic finance partner to operational leadership, providing data-driven insights.Partner with home office leaders and their teams to establish a monthly cadence of P&L reviews to stay on track with financial performance goals.Develop and interpret financial and operational KPIs to monitor performance.Work with Accounting leadership to ensure accurate and timely financial reporting.M&A and Strategic InitiativesSupport M&A analysis and integration, assessing financial impact and synergy opportunities.Assist in financial modeling and due diligence for potential acquisitions.Requirements & QualificationsBachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred).5+ years of experience in corporate finance, FP&A, private equity, investment banking, management consulting, or transaction advisory services.Experience leading financial planning and performance management processes.Strong financial modeling and data analysis skills.Proficiency in Excel, SQL, Power BI, and financial planning software.Experience in healthcare finance, multi-location services, or private equity-backed situations is a plus.Strong problem-solving and consultative skills.Ability to work long hours and manage tight deadlines in a fast-paced environment.

Created: 2025-03-01