Senior Manager, Financial Planning & Analysis

Overview

As the largest and leading value-based kidney care company, Somatus is empowering patients across the country living with chronic kidney disease to experience more days out of the hospital and healthier at home.

It takes a village of passionate and tenacious innovators to revolutionize an industry and support individuals living with a chronic disease to fulfill our purpose of creating More Lives, Better Lived. Does this sound like you?

Showing Up Somatus Strong

We foster an inclusive work environment that promotes collaboration and innovation at every level. Our values bring our mission to life and serve as the DNA for every decision we make:

• Authenticity: We believe in real dialogue. In any interaction, with patients, partners, vendors, or our teammates, we are true to who we are, say what we mean, and mean what we say.

• Collaboration: We appreciate what every person at Somatus brings to the table and believe that together we can do and achieve more.

• Empowerment: We make sure every voice gets heard and all ideas are considered, especially when it comes to our patients’ lives or our partners’ best interests.

• Innovation: We relentlessly look for ways to improve upon the status quo to continuously deliver new solutions.

• Tenacity: We see challenges as opportunities for growth and improvement — especially when new solutions will make a difference for our patients and partners.

Showing Up for You

We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, including:

• Subsidized, personal healthcare coverage (medical, dental vision)

• Flexible Vacation (PTO)

• Professional Development, CEU, and Tuition Reimbursement

• Curated Wellness Benefits supporting teammates physical and mental well-being

• Community engagement opportunities

• And more!

The Senior Manager, Financial Planning & Analysis is an integral partner in managing the overall financial planning and analysis function. Reporting directly to the AVP of Finance and interacts cross-functionally with actuarial, accounting, and operational teams. The individual will be assigned specific areas of the financial statements or designated lines of business, providing dedicated financial support and insight. This role is critical in driving successful business outcomes through strong analytical capabilities, strategic partnerships, and financial stewardship.

• Manage monthly, quarterly, and annual reporting, including variance analysis between actuals, budget, and forecasts.

• Build and maintain an integrated 3-statement financial model (income statement, balance sheet, and cash flow).

• Analyze financial performance and prepare insights and recommendations for leadership.

• Identify and implement process improvements and automation opportunities.

• Serve as the primary financial liaison for assigned departments to explain performance drivers and budget variances.

• Prepare, review, and analyze financial statements.

• Own the budgeting and forecasting process for assigned business units.

• Provide reporting and analysis of key business drivers and operational metrics.

• Develop and deliver executive-level financial presentations.

• Prepare financial presentations for the Board of Directors and investors.

• Conduct return on investment (ROI) analyses for proposed business initiatives.

• Perform ad hoc financial analysis and research as required.

• Potential to lead and manage junior finance staff, depending on organizational needs.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Required

Education and Experience:

• Bachelor’s degree in Finance, Accounting, or a related field.

• 6–8 years of relevant experience in FP&A; supervisory experience preferred.

• Experience in the managed healthcare industry is strongly preferred.

• Advanced financial modeling expertise, including P&L and cash flow analysis.

• Proficient in data modeling, automation, and reporting using Power BI (semantic models, data…