Financial Planning and Analysis Manager

FP&A (Financial Planning & Analysis) Manager

Power BI Manager

• Lead the annual 

  capital and operating budget process

   across all entities, including physician practices, ASCs, and diagnostic centers.
• Maintain and refine 

  multi-entity financial models

   to support budgeting, forecasting, and long-term strategic planning.
• Develop and distribute 

  monthly location-level reporting packages

   to operational and clinical leaders.
• Prepare 

  monthly financial statements

   for investors, management, and physician partners.
• Manage 

  lender and covenant compliance reporting

   in accordance with financing agreements.
• Develop 

  quarterly Board Finance Committee materials

   summarizing trends, projections, and performance highlights.
• Prepare financial content for 

  quarterly partner and investor meetings

  .
• Generate 

  monthly physician productivity and service-line margin reports

   using data from Athena and Sage, analyzing provider-level trends and performance.

• Manage and update the 

  13-week cash flow forecasting model

  , providing detailed variance analyses.
• Identify and communicate 

  financial risks, cost containment opportunities, and margin improvement strategies

  .
• Conduct 

  monthly location- and entity-level analysis

   to guide operational and staffing decisions.

• Utilize 

  Sage Intacct

   for budgeting, consolidation, reporting, and analysis across the platform.
• Integrate and reconcile financial and operational data from 

  Athenahealth

   and other healthcare systems to ensure accuracy and insight in reporting.
• Partner with the 

  Power BI Manager

   to develop interactive dashboards for finance, operations, and provider performance.
• Support automation of financial packages and transition to 

  enhanced analytics tools

   across the finance function.

• Support 

  financial due diligence

   for potential acquisitions, including analysis of revenue cycles, payer mix, and physician productivity.
• Develop 

  pre-close integration models

   to ensure smooth transition into Sage and Athena systems.
• Partner with business development to assess key metrics and operational risks of target practices and facilities.

• Provide ad hoc financial analysis and scenario modeling for senior leadership.
• Collaborate with accounting to ensure alignment between 

  actual results and forecasts

  .
• Assist in responding to 

  audit, compliance, and investor

   requests for financial data or documentation.

• Bachelor’s degree in 

  Finance, Accounting, Economics

  , or related field required; 

  CPA or CMA

   designation preferred.

• Minimum 5 years of progressive FP&A experience

  , with at least 

  2 years in a healthcare or multi-site service organization

  .
• Hands-on experience with 

  Sage Intacct

   and exposure to 

  Athenahealth (AthenaOne)

   or similar EMR/PM platforms required.
• Advanced 

  Excel and financial modeling

   skills; proficiency with 

  Power BI or other data visualization tools

  strongly preferred.
• Strong understanding of 

  healthcare financial drivers

  , including payer mix, RCM metrics, and provider productivity.
• Exceptional analytical and problem-solving abilities with acute attention to detail.
• Effective communicator capable of presenting complex financial data to both financial and clinical audiences.
• Highly organized, proactive, and collaborative team player with a continuous improvement mindset.