Senior Manager, Financial Planning & Analysis

How We Show Up for Our Patients:

As a leading provider of outcomes-driven care for individuals and communities living with chronic conditions, Somatus is helping patients across the country enjoy More Healthy Days at Home.

We offer 25+ health, growth, and wealth work perks to help teammates be the best version of themselves, including:

• Subsidized personal healthcare coverage :
  Medical, Dental & Vision, plus Wellness programs
• Paid Time Off :
  Flexible PTO
• Professional development : CEU and tuition reimbursement

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 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.

• 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 transformation, etc.).
• Experience with financial systems such as Net Suite.
• Strong knowledge of U.S. GAAP and core financial principles.

• Exceptional verbal and written communication skills, with the ability to convey financial information to both technical and non-technical stakeholders.
• Strong analytical skills with attention to detail and the ability to work independently and meet tight deadlines.
• Advanced Microsoft Excel skills, including complex financial modeling.
• Working knowledge of SQL and Excel-based coding techniques.
• Proficiency in Microsoft Word, Outlook, and PowerPoint.
• Strong business acumen and ability to interpret financial results and provide strategic recommendations.
• Collaborative team player with a commitment to a strong workplace culture.
• Ability to travel up to 10%.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Somatus, Inc. provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are employed, and employees are treated during employment without regard to any of these characteristics.

Discrimination of any type will not be tolerated.