Financial Planning and Analysis Manager

Manager of Financial Planning & Analysis (FP&A)

Shields Health is seeking a highly motivated and analytical Manager of Financial Planning & Analysis (FP&A) to join our dynamic finance team. In this role you will support FP&A functions across multiple business lines, reporting to the Vice President of Finance and working closely with leadership and cross‑functional teams to drive financial decision‑making.

• Assist with the preparation of the company‑wide annual budgeting, forecasting, and long‑term planning processes for all operating business units, including revenue, expense, and capital planning.
• Conduct monthly, quarterly, and annual forecasts, providing insights into financial performance and highlighting key areas of improvement.
• Work closely with the VP of Finance to develop and maintain analytical tools that support senior leadership in setting goals and measuring company performance.
• Prepare comprehensive financial presentations for senior management, joint venture partners, and board meetings.
• Collaborate with business planning teams to support strategic planning, special projects, and ad‑hoc reporting.
• Participate in financial modeling for new business initiatives and pro‑forma financial analysis.
• Perform ROI analysis to guide strategic decision‑making across various departments.
• Contribute to capital planning and manage the process for capital requests across business units.
• Support the maintenance and updates to finance data within the Business Intelligence tool (Qlik View).
• Foster a collaborative and results‑oriented environment by partnering with cross‑functional teams to deliver financial insights and recommendations.

• Analytical Expertise: Strong ability to analyze financial data and generate actionable insights.
• Financial Modeling: Advanced financial modeling skills, with a deep understanding of P&L, balance sheet, and cash flow reporting.
• Leadership: Demonstrated experience in leading and developing high‑performing teams in a fast‑paced environment, with a track record of fostering a strong team culture.
• Team
  
  Collaboration:
  
  Proven ability to work collaboratively across functions and interact with senior leaders, stakeholders, and operational teams.
• Communication: Excellent verbal and written communication skills with the ability to present complex financial information to diverse audiences.
• Project Management: Strong organizational and time management skills, able to prioritize and manage multiple tasks effectively in a fast‑paced environment.
• Problem Solving: Ability to tackle complex financial, operational, and accounting issues with strategic thinking.
• Attention to Detail: Exceptional attention to detail and commitment to meeting deadlines.
• Data Visualization: Experience in creating clear, visual reports and dashboards for decision‑making.
• Technology Proficiency: Strong working knowledge of Microsoft Office Suite (Excel, PowerPoint) and financial software tools (experience with Adaptive Insights or Qlik View is a plus).
• Bachelor's Degree in Finance, Accounting, or a related field.
• 7+ years of progressively responsible experience in FP&A Leadership role.
• Experience in budget preparation, forecasting, and financial reporting.
• Proven ability to support senior management and stakeholders with financial analysis, reporting, and strategic recommendations.

• CPA and/or MBA preferred but not required.

The salary range for this position is $120,000 - $165,000 + bonus incentive + benefits. Individual pay is based on skills, experience, and other relevant factors.

It is not intended that this Job Description include all details of the work functions of this position. The incumbent will perform work of a lower or equivalent classification as required or directed, and work of higher classification for training and development purposes or as situationally warranted.

Seniority level:
Mid‑Senior level |

Employment type:

Full‑time | Job function:
Finance | Industries:
Hospitals and Health Care