Finance Manager

Overview

This role involves owning and building core financial planning, forecasting, and analytics that translate operational activity into financial outcomes. The Finance Manager will develop bottoms-up doctor forecasting, recurring business review packages, and cohort/portfolio analytics to support investment, consolidation, and exit decisions. The position is hands-on and build-oriented, working closely with Operations, RCM, and Sales & Marketing.

Responsibilities

Planning, Forecasting & Performance Management

• Build and maintain the bottoms-up doctor-level forecast, including volume, provider schedule assumptions, revenue per encounter, and payor mix drivers.
• Support the Director of Finance & Strategy in executing the Annual Operating Plan (AOP), owning assigned workstreams, template distribution, consolidation, and version control across platforms.
• Produce weekly, monthly, and quarterly business review packages (WBR/MBR/QBR), evolving them from backward-looking reporting into forecast reviews that connect operational KPIs to financial outcomes.
• Deliver monthly budget-to-actual variance analysis on volume, revenue, and contribution, including written commentary explaining causes rather than restating variance.
• Support enterprise cash flow forecasting, reconciling forecast to GL data and investigating recurring variance drivers.

Doctor FP&A & Business Partnering

• Serve as the day-to-day finance partner to Operations and Sales & Marketing, responding to provider and operator financial questions with accuracy and speed.
• Triaging and resolving physician compensation and production questions; escalate structural issues to the Director and CFO with a recommended resolution.
• Partner with the VP, Chief of Staff to enrich the doctor CRM with qualitative commentary on provider plans and conversations, then translate that commentary into forecast assumptions.
• Contribute to the payor reporting suite in partnership with RCM to support contract review and renegotiation.

Cohort, Four-Wall & Portfolio Analytics

• Stand up referral cohort analysis and integrate it into the monthly reporting cadence to improve cohort NPV retention.
• Build patient cohort retention analysis from the ground up, establishing the baseline measurement the organization currently lacks.
• Support the indirect costing process that underpins four-wall EBITDA evaluation, including allocation methodology, documentation, and sensitivity testing of allocation choices.
• Refine pod P&L and indirect revenue and cost attribution, and help translate outputs into portfolio optimization recommendations.
• Build ad hoc strategic analyses as requested, including site-level profitability, de novo and acquisition modeling, and capital deployment scenarios.

Reporting, Systems & Recap Readiness

• Maintain the addback tracking schedule with supporting documentation sufficient to withstand quality of earnings diligence.
• Prepare recurring financial reporting delivered to the sponsor and lender group, aiming for packages that require review rather than rework.
• Partner with the Controller and Accounting Manager to support a high-quality close and to test, validate, and adopt new finance systems (ERP, Workday) and related processes.
• Support analytics build-out of the enterprise data lake, including validation of migrated reporting logic and retirement of legacy reporting tools.
• Document owned processes into the corporate knowledge library to increase transparency and reduce key-person risk.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related quantitative field.
• 4–7 years of progressive experience in corporate FP&A, management consulting, private equity, investment banking, or transaction advisory. Candidates coming directly from consulting, banking, or a PE deal team are encouraged to apply; healthcare experience is valued but not required.
• Demonstrated ownership of budgeting, forecasting, and variance analysis, ideally in a multi-site or multi-entity environment.
• Advanced financial modeling capability, including building a driver-based operating model from a blank workbook rather than inheriting a template.
• Strong data fluency: able to translate a business question into a SQL query, independently validate results against source systems, and work comfortably in a BI environment. This is a genuine requirement of the role.
• Experience with a cloud FP&A or enterprise planning platform (e.g., Workday Adaptive, Planful, Anaplan, Oracle Hyperion, SAP BPC). Experience supporting a planning system implementation is a plus.
• Strategic instinct paired with analytical rigor; build the analysis, explain what it means, and recommend what should be done.
• Strong written and verbal communication, with the ability to present to executive audiences and hold one’s own in discussions with operators and physicians.
• Comfort with ambiguity, a bias toward building rather than waiting, and unquestionable integrity.

Preferred Qualifications

• Healthcare experience is valued but not required.

Compensation & Benefits

• Not specified in the provided description.

Location

• Remote: IL, OH, MI, IN Only