FP&A Manager

Overview

This role is responsible for building and scaling financial planning and analysis (FP&A) capabilities during a period of significant growth. Reporting to the SVP of Finance, the FP&A Manager will strengthen budgeting and forecasting processes, modernize financial reporting and analytics, and serve as a trusted business partner to leaders across the organization.

Responsibilities

• Build a disciplined planning and forecasting rhythm by establishing reliable monthly forecasting and annual budgeting processes in Workday Adaptive Planning.
• Improve forecast quality, consistency, and accountability across the organization.
• Partner with business leaders to support expense and headcount planning and provide clear, timely budget and forecast visibility through dashboards and analysis.
• Modernize financial reporting and analytics by building scalable reporting capabilities for internal leadership and board reporting.
• Connect financial results and KPIs to forward-looking forecasts and reduce dependence on manual spreadsheet processes.
• Strengthen finance operations for scale by implementing practical process improvements, automation, and AI-enabled workflows.
• Coordinate monthly forecasting and annual budgeting processes, including operating expense and headcount planning, using Workday Adaptive Planning.
• Maintain and improve integrated three-statement financial forecasts by connecting income statement, balance sheet, and cash flow assumptions.
• Partner with Accounting to incorporate monthly actuals, understand variances, and ensure financial reporting informs forward-looking forecasts.
• Serve as a primary finance partner to departmental leaders, supporting budget understanding, spending management, hiring plan evaluation, and operating decisions.
• Engage senior stakeholders independently by asking thoughtful questions, challenging assumptions constructively, and translating financial insights into actionable recommendations.
• Coordinate monthly financial and KPI reporting packages for executive leadership and board reporting.
• Develop dashboards and analytical tools that improve financial visibility, highlight performance drivers, and support timely decision-making.
• Improve the use of Workday Adaptive Planning and reporting tools by replacing manual workarounds with repeatable, scalable processes.
• Leverage AI and automation to streamline analysis, reporting, and recurring finance workflows.

Requirements

• Approximately 5–7 years of relevant FP&A or corporate finance experience, including strong financial analysis, forecasting, budgeting, and integrated three-statement financial modeling.
• Experience using a financial planning platform (Workday Adaptive Planning or a comparable system) with demonstrated ability to improve financial processes and reporting.
• Proven success partnering with business leaders, communicating financial information clearly, and influencing decisions across organizational levels without direct authority.
• Hands-on, resourceful approach to problem-solving with the ability to operate independently, navigate ambiguity, create structure, and recognize when to collaborate or escalate.

Preferred Qualifications

• Experience in healthcare, healthcare technology, or a high-growth business, particularly within a scaling finance organization.
• Direct experience with Workday Adaptive Planning, including forecasting models and dashboard development.
• Advanced Excel capabilities, plus experience using AI or automation to improve financial workflows.
• A degree in finance, accounting, or another quantitative discipline.

Compensation & Benefits

• Target base salary range: $120,000 - $140,000
• Total compensation package also includes:
  • Health/dental/vision benefits
  • Annual cash incentive program
  • 401k with match
  • Flexible PTO
  • PHM for PHM (services for you and your dependents)
  • Other benefits
• Individual pay may vary from the target range based on factors including market forces, experience, location, disparities in market data, and other relevant business considerations.

Location

Remote role requiring that you live in and physically perform all work in the United States.

Additional Information

Hiring may use AI-enabled tools at certain points in the recruiting process to help review candidates consistently and provide more qualified applicants an opportunity to be considered beyond their resume. AI tools may support parts of the process, but hiring decisions are made by human reviewers.