Financial Planning & Analysis (FP&A) Manager

Overview

This role is focused on financial planning, forecasting, reporting, and decision-support analytics for a multidisciplinary behavioral health practice.

Responsibilities

Forecasting & Budgeting

• Build and maintain the annual budget model using driver-based, dynamic assumptions tied to operational realities, including provider capacity, payer mix, ramp curves, and headcount plans
• Lead rolling monthly forecast updates across revenue, expenses, and cash projections, surfacing risks and opportunities 60–90 days ahead
• Own cash flow forecasting in partnership with the VP, with a focus on hiring timing and spend pacing

Data Extraction & Analysis

• Pull data from AdvancedMD, Rippling, and other systems to answer specific business questions without relying on others to provide cleaned datasets
• Structure findings into clear analyses and provide a point of view to the VP—beyond reporting numbers, including what they mean and recommended next steps
• Identify emerging questions and trends that the business hasn’t yet considered

Reporting & Variance Analysis

• Deliver monthly variance analysis with written narrative explaining the operational story behind results
• Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit
• Produce board and executive reporting packages that are forward-looking and decision-ready

Financial Modeling & Decision Support

• Build pro formas for new locations, new service lines, and provider compensation structures
• Model provider-level profitability using revenue, collections, utilization, and allocated costs to identify what is working and what isn’t
• Produce scenario models for payer reimbursement changes, capital decisions, and incentive plan design

Data & Systems

• Extract, clean, and connect data from AdvancedMD, Rippling, and other sources into Power BI reporting
• Partner with a Data Scientist to translate demand forecasting and capacity outputs into financial projections and planning assumptions
• Maintain clear definitions for core KPIs so finance and operations share the same language

Other Duties

• Perform other duties as assigned by the supervisor.

Requirements

Core Competencies (assessed during hiring, onboarding, and ongoing performance evaluation)

Technical & Functional Competencies

• Financial Planning & Forecasting: Build and maintain driver-based financial models (annual budgets, rolling forecasts, cash flow projections) with work that is accurate, documented, and defensible without requiring supervisory reconstruction
• Data Extraction & Systems Proficiency: Extract, clean, and structure data from source systems including AdvancedMD, Rippling, and Power BI; operate independently in these systems for routine pulls
• Healthcare Revenue Cycle Knowledge: Understand CPT-driven revenue models, payer mix dynamics, reimbursement mechanics, provider ramp curves, and collections performance; apply this knowledge directly to financial planning assumptions and variance analysis
• Financial Modeling & Decision Support: Build pro formas, scenario models, and provider-level profitability analyses that support strategic decisions (new location evaluation, provider compensation design, and capital investment cases)
• Reporting & Data Visualization: Build and maintain Power BI dashboards and produce board-ready reporting packages that are forward-looking, narrative-driven, and accessible to non-financial stakeholders

Behavioral & Professional Competencies

• Analytical Rigor: Produce accurate, assumption-tested models; identify root causes of variances; validate drivers and stress-test outputs before presenting
• Strategic Thinking: Connect financial insights to operational and growth strategy; proactively model decisions and surface risks/opportunities ahead of planning cycles
• Executive Communication: Communicate complex financial findings clearly in written and verbal form; translate analysis into actionable recommendations for non-financial stakeholders
• Accountability & Ownership: Take end-to-end responsibility for forecast quality, reporting accuracy, and follow-through; initiate work without being prompted
• Collaboration & Operational Partnership: Align metrics, definitions, and accountability across teams; maintain lane discipline when working with the Data Scientist and other partners
• Adaptability & Problem Solving: Operate effectively with imperfect or evolving data; improve processes and definitions over time
• Professional & Ethical Conduct: Maintain confidentiality of financial, operational, and patient-adjacent data in accordance with organizational policy and applicable regulatory requirements; demonstrate integrity in reporting and modeling

What We’re Looking For

Must-Haves

• 3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownership
• Personally built and maintained a full budget and rolling forecast cycle (not supported by someone else)
• Demonstrated ability to go into source systems, extract data, and structure it into meaningful analysis without being told exactly how
• Advanced Excel modeling skills, including driver-based models, scenario analysis, and sensitivity tables
• Strong written communication to explain what the numbers mean and what to do about it
• Comfort operating in environments where data is imperfect and processes are still being built
• Brings answers and a point of view, not just completed tasks
• Experiences with data systems (Power BI, Cognos, Tableau, Zoho); Power BI experience is preferred but not required
• Some experience with P&L/payroll/operational inputs

Strong Differentiators

• AdvancedMD experience (significant plus)
• Multi-site outpatient healthcare, behavioral health, or medical group background
• Familiarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics
• Experience working alongside or translating outputs from data science/analytics teams
• Rippling or comparable HRIS/payroll system experience

Compensation & Benefits

• Base Salary: $95,000 – $120,000 depending on experience and qualifications
• Bonus Target: 10%
• Fully remote with Chicago-area preference
• Full comprehensive benefits package including health, dental, vision, EAP services and more
• Monthly Wellness Reimbursement
• 401k match up to 4%
• Opportunities for growth and professional development
• 15 days of accrued PTO and up to 5 sick/wellness days

Location

Fully remote with Chicago-area preference.

Physical Requirements

• Regularly required to talk, hear, or effectively communicate with others
• Frequently required to stand, walk, sit, and use a keyboard
• Occasionally lift and/or move up to 25 pounds

Equal Opportunity Statement

The organization is an equal opportunity employer and evaluates qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

Other Notes

• Duties described are not intended to be all-inclusive and may include other responsibilities assigned by a supervisor.
• The employer notes to remain alert to sophisticated job scams and states that legitimate recruiting messages come from a specific email domain; interviews are conducted by phone or video, and the employer will not ask candidates for money or to download software during recruiting, credentialing, or onboarding.