Financial Planning and Analysis Manager

Overview

This role is a key position within Financial Planning & Analysis (FP&A), focused primarily on corporate operating expense (OpEx) planning, forecasting, and performance management. You will partner with functional leaders and Finance to manage OpEx budgets, understand cost drivers, analyze performance, and provide actionable insights to improve forecast accuracy and support strategic decision-making.

The role also supports cash flow forecasting, investment tracking, and executive/Board reporting, along with other strategic financial analyses.

Responsibilities

• Lead the corporate operating expense (OpEx) planning process, including annual budgeting, periodic forecasting, and monthly variance reviews across key business functions.
• Partner with functional leaders and budget owners to assess headcount plans, spending patterns, operational assumptions, and business drivers impacting financial results.
• Review actual performance versus budget and forecast; investigate material variances and provide clear insights and recommendations to senior leadership.
• Build and maintain comprehensive financial models to provide visibility into corporate expenses and support near-term and long-range planning.
• Improve forecast reliability by analyzing historical performance, identifying emerging trends, and incorporating changes in business activity into projections.
• Manage and refine cash flow forecasting models; communicate projected liquidity needs to leadership and collaborate with Treasury on cash requirements and planning.
• Monitor expenditures tied to strategic investments and key initiatives, updating projections and assessing results against approved plans.
• Prepare executive-level financial analyses, management reports, presentations, and supporting materials for senior leadership and Board meetings.
• Collaborate with Accounting to interpret monthly financial results, strengthen reporting processes, investigate variances, and improve transparency into overall financial performance.
• Conduct ad hoc financial analysis and modeling to support strategic planning, operational decisions, business cases, and continuous improvement initiatives.
• Evaluate existing FP&A processes, reporting tools, systems, and workflows, identifying opportunities to improve efficiency, accuracy, and financial visibility.
• Present financial performance, forecasts, trends, and underlying business drivers clearly to both finance and non-finance audiences.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• At least 5 years of progressive experience in FP&A, corporate finance, financial planning, or a closely related discipline.
• Demonstrated experience overseeing OpEx budgeting, forecasting, and variance analysis across multiple departments or corporate functions.
• Strong business partnering capabilities, including the ability to translate operational assumptions into meaningful financial forecasts and insights.
• Advanced financial modeling experience, including detailed planning models and high-level analyses for executive decision-making.
• Strong knowledge of the P&L, balance sheet, and cash flow statement, with the ability to connect operational activity to financial performance.
• Experience with cash flow forecasting and working capital management is preferred.
• Excellent analytical and critical-thinking abilities, including identifying trends, investigating performance drivers, and recommending practical solutions.
• Proven experience developing executive presentations and financial reporting for senior management and other leadership audiences.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Familiarity with ERP and financial planning platforms; experience with Microsoft Dynamics 365 or comparable systems is a plus.
• Experience supporting finance functions within a large, complex, or private equity-backed organization is preferred.
• Previous experience in the healthcare sector is advantageous.
• Strong written, verbal, and interpersonal communication skills, with the ability to build effective partnerships across departments and leadership levels.
• Highly organized, able to balance competing priorities, manage deadlines, and deliver high-quality work in a fast-paced environment.

Location

• 100% remote.