Strategic Finance Manager

Overview

This role is responsible for core FP&A and forward-looking strategic finance for an interdisciplinary outpatient behavioral health provider with multiple Chicago-area locations. Work includes building the annual budget, rolling forecasts, variance narratives, site-level P&Ls, and decision-support models for new sites, service lines, payer rates, and provider compensation. The position reports to the Controller and serves as a finance business partner to department heads.

Responsibilities

FP&A Core

• Build and complete the annual budget with department heads using a driver-based model tied to provider capacity, payer mix, ramp curves, and headcount.
• Maintain the rolling monthly forecast, updating revenue, expense, and cash projections, and surface risks and opportunities 60 to 90 days ahead.
• Build and maintain site-level P&Ls and provider productivity analysis.
• Own provider and PA demand models and recommended hiring triggers for CEO approval.
• Provide hiring timing, spend pacing, and collection assumptions to the Controller’s 13-week cash forecast.

Strategic Finance & Decision Support

• Build pro formas for de novo sites and leases, and service-line economics for PHP/IOP, TMS, and Spravato.
• Model provider-level profitability (revenue, collections, utilization, and allocated costs) and provider compensation structures.
• Analyze payer rate changes, capital planning scenarios, and incentive plan design.
• Convert executive questions into models and recommendations quickly.

Reporting & Business Partnering

• Complete the monthly variance narrative and P&L bridge once the Controller locks the trial balance, for Controller review.
• Present the P&L bridge in the monthly operating review; quantify the financial impact of department KPIs.
• Build and complete board and lender reporting packages for Controller review and sign-off; present alongside the Controller.
• Serve as the front door for department data and reporting requests; conduct regular check-ins and monthly budget reviews with department heads.
• Lead site P&L reviews with Center Operations Managers.
• Maintain clear definitions for core financial KPIs so finance and operations use consistent language.
• Define financial dashboard requirements for the Data & Analytics team (provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit) and write the accompanying commentary.
• Pull and structure data from AdvancedMD, Rippling, the general ledger, and the organization’s data platform to answer questions without waiting for a fully clean dataset.
• Track budget vs. actual and committed spend across all payment channels.

Systems & Close Support

• Support the Sage Intacct implementation from the planning side, including cost center design, budget loading, and budget-vs.-actual reporting.
• Support the close with accrual inputs and flux review of the P&L and balance sheet before the Controller locks the trial balance.
• During coverage of the Senior Accountant, review Controller-prepared entries and reconciliations and approve routine payments under the documented approval process.

Other Duties

• Perform other related duties as assigned by the supervisor.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 5+ years of progressive experience in FP&A, strategic finance, investment banking, consulting, or transaction advisory, including at least 2 to 3 years in an operating FP&A role (6 to 10 years ideal).
• Demonstrated ownership (end-to-end responsibility, personally built/not merely maintained):
  • Annual budget end to end with department or site owners providing inputs.
  • Rolling forecast maintained monthly and presented to an executive team.
  • Monthly variance analysis, including explaining results to non-finance leaders.
  • Unit or site-level P&L model, ideally with ramp or maturity curves.
  • KPI definitions and a recurring reporting package.
  • At least one board or lender package built and presented.
  • An operating model built personally (not just maintained someone else’s).
• Working knowledge of accrual accounting and comfort working closely with actuals.
• Advanced Excel modeling skills: driver-based models, scenario analysis, and sensitivity tables.
• Experience partnering with operational leaders.
• Strong written communication and a clear point of view.

Preferred Qualifications

• Investment banking, consulting, or transaction advisory experience.
• Experience in multi-site healthcare services, behavioral health, or PE-backed healthcare.
• AdvancedMD experience.
• Familiarity with payer mix and CPT-driven revenue.
• Power BI familiarity sufficient to direct dashboard work.
• Experience during an ERP transition.
• MBA, CFA, or CPA (optional).

Compensation & Benefits

• Base Salary: $125,000 to $150,000 depending on experience and qualifications
• Bonus Target: 10%
• Remote; Chicago area strongly preferred
• Growth opportunity as the organization scales
• Full comprehensive benefits package including health, dental, vision, EAP services, and more
• Monthly Wellness Reimbursement
• 401k match up to 4%
• 15 days of accrued PTO and up to 5 sick/wellness days

Location

• Remote; Chicago area strongly preferred

Physical Requirements

• Regularly required to communicate with others, sit, and use a computer for extended periods.
• Travel occasionally to organization locations in the Chicago area.

Privacy & Data Security / Training

• Completes HIPAA privacy and security training at orientation and annually.
• Uses aggregated data only and never exports patient-level data.

Equal Opportunity

• Equal opportunity employer; evaluates qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.