Financial Planning and Analysis Manager

Responsibilities

• Serve as finance partner to the Operations team and its Practice Leadership, building trusted relationships and providing proactive financial support
• Participate in regular business reviews with VP-Level stakeholders to report on financial performance and surface actionable insights
• Support procurement-related financial analysis, including evaluation of medical supply spend, vendor cost trends, and opportunities for cost optimization
• Analyze physician, clinic, ASC, and service line performance to identify opportunities to improve patient access, conversion, throughput, and revenue generation
• Develop and maintain operational scorecards linking financial performance to key business drivers including visits, surgeries, imaging, therapy, staffing, physician productivity, and capacity utilization
• Support monthly operating reviews, board presentations, physician governance meetings, and executive leadership reporting through development of clear, actionable analyses
• Perform root-cause analysis to identify operational drivers of financial performance and recommend specific corrective actions
• Build financial models and business cases supporting growth initiatives, capital investments, physician recruitment, and strategic decision-making
• Identify, quantify, and track operational improvement opportunities that drive revenue growth, margin expansion, and EBITDA improvement across assigned practices
• Lead the annual budget process for assigned practices and operational functions, collaborating closely with Practice Leadership to develop accurate, driver-based financial plans
• Maintain and update rolling forecasts, incorporating operational inputs and emerging trends to ensure forward‑looking visibility
• Analyze budget variances and provide clear, concise explanations and recommendations to leadership
• Prepare and deliver monthly financial reports, variance analyses, and KPI dashboards for the Operations team
• Develop executive‑ready presentations and materials that clearly communicate financial results and strategic implications
• Leverage financial systems, including Sage and PowerBI to extract, synthesize, and present data effectively
• Identify process improvements and standardization opportunities in reporting workflows

• Bachelor’s degree in Finance, Accounting, Economics or a related field
• 3-5 years progressive experience in FP&A or finance business partnership experience in a healthcare or multi‑site setting
• Demonstrated ability to build effective relationships and communicate financial concepts clearly to non‑finance stakeholders, including senior executives
• Strong analytical skills with a high attention to detail and a commitment to accuracy
• Advanced proficiency in Excel, including financial modeling, scenario analysis, and data manipulation
• Ability to manage multiple priorities in a fast‑paced, dynamic environment
• Experience in a Private-Equity sponsored company a plus