Sr Manager, Financial Planning & Analysis; FP&A

Position: Sr Manager, Financial Planning & Analysis (FP&A)

Description Location:
This position is located at our Dublin, OH campus with hybrid flexibility.
Who we are Founded in 1999 and headquartered in Central Ohio, we’re a privately‑owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big‑hearted, tech‑savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®.We’re

committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement.

About the role

We are seeking a highly skilled and strategic Sr. Manager, FP&A to join our Finance team. This individual will serve as a key financial partner across the business, leading FP&A processes, including strategic financial planning, budgeting, re‑forecasting and long‑range planning. In addition, the Sr. FP&A manager will lead strategic finance responsibilities, including acquisition target modeling, post‑acquisition performance tracking and new business initiative monitoring.

This is a high‑impact, hands‑on role with significant exposure to senior leadership. The Sr. Manager, FP&A will work side‑by‑side with the rest of the FP&A team as the company executes its growth and margin initiatives, with responsibility for building models, processes, and performance improvement tracking for continued growth and deployment of new products.

What you’ll do (Essential Responsibilities)

• Lead the company’s long‑range financial planning process, including strategic scenario modeling and sensitivity analyses.
• Partner with senior leadership to align financial strategy with business objectives.
• Drive the development of investment tracking (run rate and one‑time spend) and transformation team initiatives to measure business plan progress and support data‑driven decision making.

Forecasting & Consolidations

• Work with the rest of the FP&A team and functional leaders to manage monthly, quarterly, and annual forecasting processes across multiple products and business units.
• Lead forecast‑to‑actual variance analysis and bridge building, providing insights and commentary to executive leadership.
• Consolidate and maintain accurate, timely financial models across departments and entities, including intercompany economics and eliminations.

Acquisition Modeling & Performance Tracking

• Build and maintain financial models for newly acquired businesses and acquisition targets, including pro forma financials, enterprise synergy analysis, and integration cost impacts.
• Provide post‑acquisition financial tracking and performance analysis compared to deal underwriting model.

Team & Process Development

• Design and implement scalable FP&A processes, tools, reporting structures and system integration.
• Mentor and develop a high‑performing FP&A team of managers and senior financial analysts.
• Serve as a thought partner with functional leaders to support a diverse product and growth‑oriented organization.
• All other duties as assigned.

What you’ll bring (Qualifications)

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 7‑10+ years of progressive experience in FP&A, corporate finance, investment banking, or management consulting.
• Strong experience leading multi‑product forecast models, performance tracking, strategic planning, and consolidated forecasting.
• Advanced Excel and financial modeling skills
• Experience and proficiency in planning software and systems optimization (e.g., Adaptive, Sage Intacct, Alteryx or similar) a plus.
• Demonstrated ability to work independently and collaboratively in a fast‑paced, high‑growth environment.
• Strong business acumen with exceptional analytical and communication skills.
• Prior experience supporting executive leadership and working in a private equity back organization (sponsor reporting, cash flow and balance sheet modeling, etc.).
• A high degree of personal accountability and…