Financial Planning & Analysis Manager (Remote)

Overview

The Financial Planning & Analysis (FP&A) Manager will support operational and strategic financial modeling for Applied Behavior Analysis (ABA) therapy services. This role involves hands-on work across ABA provider platform reporting, multi-site operators, and healthcare services investment analytics. The position partners with leadership to deliver rigorous monthly financial analysis, clinic financial materials, and support annual budgeting and quarterly forecasting in a fast-paced, data-driven environment.

Responsibilities

Financial Analysis & Modeling

• Build and maintain detailed financial models for ABA therapy businesses, including:
  • Multi-dimensional income statements for budgets, forecasts, and actuals
  • Cash flow and balance sheet integration into budget/forecasting processes
  • Capital investment model and asset tracking and budget/forecast models
• Create and maintain internal operating forecasts, annual budgets, and non-financial models
• Produce monthly lender reporting and support ad hoc financial scenario requests
• Develop cost models to support budget/forecast inputs, including:
  • Labor models
  • Operating expense driver-based models
  • Monthly allocation models
• Analyze and maintain income statements, balance sheets, and cash flows, with attention to ABA therapy-specific drivers such as:
  • Revenue per client/per session and CPT code mix
  • Clinician utilization and productivity
  • Payor mix (commercial, government)
  • Margin profiles by site, service line, and clinician level
  • De Novo and Same Store analytics and insights
  • Revenue Cycle Management analytics
• Support monthly Clinic, Executive Management, and Board of Directors reporting
• Maintain forecasting and reporting models and support monthly updates in Cosmos
• Support creation of monthly presentation materials

Administrative & Process Support

• Manage internal deliverables, timelines, calendars, and approval processes
• Ensure compliance with firm policies, confidentiality requirements, and healthcare-related regulatory considerations
• Provide accounting, audit, and internal controls support as requested

Non-Essential Functions / Other Duties

• Create and maintain Cosmos financial reports
• Provide business support to clinic leadership and executive management
• Support monthly end-close and reporting
• Complete other assigned requests

Requirements

Education

• Bachelor’s degree in finance, accounting, business, or a related field required
• Advanced degrees preferred
• Exposure to healthcare services, behavioral health, or provider-based business models preferred
• Familiarity with valuation methodologies used in healthcare services transactions preferred
• Experience with Business Central, Cosmos Reporting, Power BI, and Central Reach platforms preferred

Experience

• 5–8+ years in FP&A, corporate finance, or strategic finance
• Experience in a PE-backed, multi-entity, or roll-up environment strongly preferred
• Prior internship or experience in investment banking, private equity, healthcare consulting, or corporate finance

Skills and Competencies

• Strong analytical and quantitative skills
• Advanced proficiency in Microsoft Excel and PowerPoint
• Solid understanding of financial statements and corporate finance fundamentals
• High attention to detail and strong organizational skills
• Excellent written and verbal communication abilities
• Ability to work effectively in a deadline-driven, high-intensity environment
• Strong analytical judgment and problem-solving ability
• Team-oriented mindset with a professional and client-focused approach
• Intellectual curiosity and willingness to learn complex operating models
• High integrity and discretion with confidential information

Compensation & Benefits

Not specified in the provided job description.

Location

Not specified in the provided job description.