Manager, Financial Planning & Analysis

Description

Phase Well Research is a private equity (PE)-backed, multi-site clinical research network operating across oncology, cardiometabolic, CNS (including neurodegeneration and psychiatry), dermatology, and pulmonary indications.

We are seeking a data-driven Manager, Financial Planning & Analysis (FP&A) to own the financial rhythm of the business: monthly management reporting, the annual budget and rolling forecast, Board of Directors and PE sponsor materials, and the scenario and ad hoc analyses that inform our most important decisions. This role is the primary finance business partner to site leadership across our Site Network and the Finance team's leader for applying AI and automation to how we generate reporting and insights.

The ideal candidate combines deep FP&A and financial modeling expertise with a relentless focus on optimizing the organization - finding the drivers behind the numbers and turning them into action with operating leaders. This person approaches the work with an AI- and automation-first mindset, instinctively redesigning how reporting and analysis get done so the team spends less time assembling data and more time generating insight.

This person will be a trusted advisor to the CFO, executive team, and site leaders, and will raise the analytical standard of the entire Finance function.

• Serve as the primary finance business partner to site leadership and operating executives, translating financial results into operational drivers and clear, prioritized actions
• In partnership with Accounting leadership, deliver monthly site performance reviews; diagnose variances to budget and forecast, identify root causes, and partner with site leaders on corrective action plans
• Build and maintain site-level KPI frameworks (e.g., study pipeline conversion, enrollment and screening throughput, revenue per patient visit, staffing productivity, working capital) that connect operating metrics to financial outcomes
• Bring newly acquired sites onto standard reporting, budgeting, and forecasting processes quickly post-close and track realized performance against acquisition underwriting

• Own production of the monthly management reporting package: consolidated and site-level P&L, KPI dashboards, variance commentary, and forward‑looking risks and opportunities
• Deliver insights, not just data: author the monthly "so what" narrative for the executive team
• Reduce reporting cycle time through standardization, automation, and self‑service dashboards while raising accuracy and consistency
• Maintain a single source of truth for financial and operational data in partnership with Business Development, Operations, Accounting, and Data/IT

• In partnership with Accounting leadership, lead the annual budget and rolling forecast production processes end to end - timeline, templates, assumptions, consolidation, and executive review across sites and corporate functions
• Build and maintain driver‑based financial models (site ramp, study pipeline, staffing, capital expenditures, cash flow, etc.) that tie to the long‑range plan
• Present budgets and forecasts to executive leadership with a clear articulation of assumptions, risks, sensitivities, and required decisions
• Measure and continuously improve forecast accuracy and planning‑process efficiency

• Prepare Board and PE sponsor materials, including quarterly performance reviews, annual budget presentations, liquidity and covenant views, and acquisition performance versus underwriting
• Own the accuracy, consistency, and storyline of all Board, lender, and management presentations
• Support the CFO on ad‑hoc Board,…