Manager, FP & A

Overview

This role drives end-to-end financial planning and forecasting cycles while ensuring high standards of model governance and analytical rigor. You’ll monitor performance against plans, identify risks and opportunities early, and work with business partners to guide corrective actions. The position also supports improved reporting workflows, mentors analysts to elevate modeling capabilities, and leads the adoption of AI-enabled automation to enhance forecast accuracy and analytical depth.

Responsibilities

• Manage financial planning cycles end to end for an assigned team or workstream, meeting all required deadlines.
• Build and review financial models to ensure accuracy, sound logic, and business relevance.
• Monitor performance against plan and provide substantive explanations of variances.
• Identify risks and opportunities early and partner with business owners to develop and execute corrective actions.
• Improve reporting templates, dashboards, and process workflows; retire reporting that no longer serves a purpose.
• Mentor analysts and senior analysts to raise the standard of modeling rigor and analytical communication.
• Drive execution in partnership with cross-functional teams, supporting decisions with data.
• Lead adoption of AI-enabled workflows and automation across FP&A processes, evaluating and implementing solutions that improve efficiency, forecast accuracy, and analytical depth.

Requirements & Qualifications

• B.A. or B.S. in finance, accounting, economics, or a related field.
• Six to nine years of experience in FP&A, including ownership of a full planning process and direct management of analysts.
• Advanced proficiency in Excel and PowerPoint.
• Experience with an EPM platform.

Preferred Qualifications

• MBA or CPA.
• Experience within a private equity-backed organization.
• Experience in home care or multi-site healthcare services.
• Experience with Planful, Workday Adaptive Planning, Power BI, or Tableau.
• Experience leading implementation of AI-enabled finance tools, automation initiatives, or process redesign.

Physical Requirements

• Ability to travel approximately up to 30% of the time.
• Ability to lift and carry up to 15–20 pounds.
• Ability to sit, stand, and walk for prolonged periods.
• Ability to use standard office equipment such as a personal computer, laptop, telephone, photocopy machine, etc.

Compensation & Benefits

Benefits for full-time employees may include:

• Medical/Dental/Vision Insurance
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• 401(k) Matching
• Employee Assistance Program
• PTO Plan for Non-Exempt Employees
• Flexible PTO Plan for Exempt Employees
• Holidays and Floating Holidays
• Pet Insurance

Location

California Residents Only: In accordance with Article 2 of the California Health and Safety Code (California Community Care Facilities Act), timely and accurate positive fingerprint identification is required for California-based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, the conditional offer will be rescinded in compliance with all applicable state and local laws.

Equal Opportunity Statement

The employer is an equal opportunity employer. Discrimination and harassment of any type are prohibited, and equal employment opportunities are provided to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.