Pursue Purpose

Financial Planning & Analysis Manager

The Financial Planning & Analysis (FP&A) Manager is a key leadership role responsible for overseeing internal audit processes, strategic financial planning, budgeting, forecasting, and financial modeling. This position ensures financial integrity, supports business decision-making, and drives performance improvements across the organization. The ideal candidate will have strong analytical skills, leadership experience, and the ability to collaborate with cross-functional teams to achieve financial objectives.

Knowledge/experience to lead critical financial processes, including the annual budget cycle and Strata software implementation.

• Provide mentorship, coaching, and performance feedback to team members.
• Foster a collaborative environment, delegate tasks effectively, and support professional growth.
• Execute performance management processes and set clear goals for the team.

• Lead the annual budgeting and forecasting processes in alignment with strategic initiatives.
• Oversee financial modeling, scenario analysis, and risk assessments to support decision-making.
• Analyze financial trends, variances, and operational performance to identify improvement opportunities.
• Develop and present financial reports, including P&L, cash flow, NPV, IRR, and other key metrics.

• Manage internal audit processes, review findings, and implement corrective actions.
• Proactively assess high-risk areas and strengthen internal controls.
• Ensure compliance with financial policies and procedures.

• Partner with senior leadership to provide financial insights and recommendations.
• Evaluate business strategies, initiatives, and investments for financial viability.
• Support mergers, acquisitions, and partnerships through financial due diligence.

• Utilize financial systems (e.g., Strata, Excel, ERP tools) to enhance reporting and analysis.
• Drive the implementation of new financial software (e.g., Strata rollout in 2027).
• Identify cost-saving and efficiency opportunities.

• Bachelor's degree in Finance, Accounting, Business, or related field.
• 6+ years of FP&A or related financial experience (or equivalent combination of education and experience).
• 3+ years in a leadership role (with or without direct reports).
• Advanced Excel skills (financial modeling, pivot tables, complex formulas).
• Experience working with cross-functional teams and senior stakeholders.
• Strong analytical, problem-solving, and strategic planning abilities.

• Experience with Strata healthcare financial systems.
• Background in Strata software implementation or system upgrades.
• MBA or CPA certification.

• Employee Status:
  Regular, Full-time
• Job Level: Manager with Direct Reports
• Job Type: Standard
• Work hours are flexible:
  Yes

Why Join Us?

• Lead critical financial processes, including the annual budget cycle and Strata software implementation.
• Provide high-impact analytical support to VP-level leadership.
• Work in a collaborative, growth-oriented culture with opportunities for professional development.
• This role is ideal for a strategic finance leader who thrives in a dynamic environment and is passionate about driving financial excellence and has experience with the rollout and implementation of Strata (this is a healthcare specific) software. Apply today to be part of a team shaping the future of our organization.