Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans
Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead
Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing
Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset
Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP
Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them
Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit
Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements
Build pro formas for new locations, new service lines, and provider compensation structures

3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownership
Personally built and maintained a full budget and rolling forecast cycle — not supported someone else who did it
Demonstrated ability to go into source systems, extract data, and structure it into meaningful analysis without being told exactly how
Advanced Excel modeling skills — driver-based models, scenario analysis, sensitivity tables
Hands-on Power BI experience preferred — you build and maintain dashboards, you don't request them
Strong written communication — you can explain what the numbers mean and what to do about it
Comfortable operating in environments where data is imperfect and processes are still being built
Someone who brings answers and a point of view, not just completed tasks
Experiences with data systems (PowerBi, Cognos, Tableau, Zoho), Power BI not required
Some experience with P&L/payroll/operational inputs

Full comprehensive benefits package including health, dental, vision, EAP services and more
Monthly Wellness Reimbursement to promote your self-care routine & well-being
401k match up to 4%
15 days of accrued PTO and up to 5 sick/wellness days
Opportunities for growth and professional development
Bonus Target: 10%

Financial Planning & Analytics Manager

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