Finance Manager at Midwest Vision Partners Chicago, IL

Midwest Vision Partners; Chicago (IL); Remote; USD 120,000 - 180,000; Full time

Job summary

Midwest Vision Partners in Chicago seeks a Finance Manager to lead planning, forecasting and performance management across multi-site operations. You will own bottoms-up forecasts, support the AOP process, and connect KPIs to financial outcomes for executives and lenders.

Ideal candidates have 4–7 years in corporate FP&A or advisory, strong SQL data fluency, advanced financial modeling, and hands-on experience with cloud planning tools such as Workday Adaptive, Planful or Anaplan.

Qualifications

• 4–7 years of progressive experience in corporate FP&A or related advisory.
• Budgeting, forecasting, and variance analysis ownership in multi-site environments.
• Strong data fluency with SQL and the ability to translate business questions into analysis.
• Advanced financial modeling capability with driver-based operating models.
• Experience with cloud planning platforms (Workday Adaptive, Planful, Anaplan, Oracle Hyperion, SAP BPC).

Responsibilities

• Own the build and maintenance of the bottoms-up forecast, including volume, payer mix, and revenue drivers.
• Support the Annual Operating Plan (AOP) with assigned workstreams and version control across platforms.
• Produce weekly, monthly, and quarterly business review packages and connect KPIs to financial outcomes.
• Deliver budget-to-actual variance analysis with narrative commentary and causation insights.
• Support enterprise cash flow forecasting and reconciliations between forecast and GL data.

Skills

SQL queries

Financial modeling

Forecasting

Data analysis

BI tools

Education

Bachelor’s degree in finance or related field

Tools

Workday Adaptive Planning

Planful

Anaplan

Oracle Hyperion

SAP BPC

Job description

Finance Manager Role & Responsibility

Remote: IL, MI, OH, IN.

Planning, Forecasting & Performance Management

• Own the build and maintenance of the bottoms-up doctor-level forecast, including volume, provider schedule assumptions, revenue per encounter, and payor mix drivers.
• Support the Director of Finance & Strategy in executing the Annual Operating Plan (AOP), owning assigned workstreams, template distribution, consolidation, and version control across platforms.
• Produce the weekly, monthly, and quarterly business review packages (WBR/MBR/QBR), evolving them from backward-looking reporting into forecast reviews that connect operational KPIs to financial outcomes.
• Deliver monthly budget-to-actual variance analysis on volume, revenue, and contribution, with written commentary that explains cause rather than restating the variance.
• Support enterprise cash flow forecasting, including reconciliation of forecast to GL data and investigation of recurring variance drivers.

Doctor FP&A & Business Partnering

• Serve as the day-to-day finance partner to Operations and Sales & Marketing, responding to provider and operator financial questions with accuracy and speed.
• Triage and resolve physician compensation and production questions, escalating structural issues to the Director and CFO with a recommended resolution rather than an open question.
• Partner with the VP, Chief of Staff to enrich the doctor CRM with qualitative commentary on provider plans and conversations, and translate that commentary into forecast assumptions.
• Contribute to the payor reporting suite in partnership with RCM to support contract review and renegotiation.

Cohort, Four‑Wall & Portfolio Analytics

• Stand up referral cohort analysis and integrate it into the monthly reporting cadence, with the objective of improving cohort NPV retention.
• Build patient cohort retention analysis from the ground up, establishing the baseline measurement the organization currently lacks.
• Support the indirect costing process that underpins four‑wall EBITDA evaluation, including allocation methodology, documentation, and sensitivity testing of allocation choices.
• Contribute to refinement of the pod P&L and indirect revenue and cost attribution, and help translate the output into portfolio optimization recommendations.
• Build ad hoc strategic analyses on request, including site-level profitability, de novo and acquisition modeling, and capital deployment scenarios.

Reporting, Systems & Recap Readiness

• Maintain the addback tracking schedule with supporting documentation sufficient to withstand quality of earnings diligence.
• Prepare recurring financial reporting delivered to the sponsor and lender group, working to a standard where the package requires review rather than rework.
• Partner with the Controller and Accounting Manager to support a high-quality close and to test, validate, and adopt new finance systems (ERP, Workday) and the processes that surround them.
• Support the analytics build‑out of the enterprise data lake, including validation of migrated reporting logic and retirement of legacy reporting tools.
• Document owned processes into the corporate knowledge library to increase transparency and reduce key‑person risk.

Ideal Candidate

• Bachelor’s degree in finance, accounting, economics, or a related quantitative field.
• 4–7 years of progressive experience in corporate FP&A, management consulting, private equity, investment banking, or transaction advisory.
• Candidates coming directly from consulting, banking, or a PE deal team are encouraged to apply; healthcare experience is valued but not required.
• Demonstrated ownership of budgeting, forecasting, and variance analysis, ideally in a multi-site or multi‑entity environment.
• Advanced financial modeling capability, including the ability to build a driver‑based operating model from a blank workbook rather than inheriting a template.
• Strong data fluency. Must be able to translate a business question into a SQL query, validate the result independently against source systems, and work comfortably in a BI environment. This is a genuine requirement of the role, not a preference.
• Experience with a cloud FP&A or enterprise planning platform (e.g., Workday Adaptive, Planful, Anaplan, Oracle Hyperion, SAP BPC).
• Experience supporting a planning system implementation is a plus.
• Strategic instinct paired with analytical rigor. The role requires someone who can build the analysis and then say what it means and what should be done about it.
• Strong written and verbal communication, with the ability to present to executive audiences and to hold their own in a room with operators and physicians.
• Comfort with ambiguity, a bias toward building rather than waiting, and unquestionable integrity.

Why This Role

This is a high-visibility seat with direct exposure to the CFO, COO, and the private equity sponsor, in an organization that is actively building its finance infrastructure rather than maintaining a finished one. The Finance Manager will own analytical workstreams that reach the board and will have meaningful influence over how MVP measures provider performance, allocates capital, and prepares for recapitalization. For an ambitious finance professional, the scope available here is broader than a comparable title at a larger company, and the path to greater responsibility is short.

About Midwest Vision Partners

Vision is a precious gift. Midwest Vision Partners (MVP) is focused on improving and preserving it for as many patients as possible by cultivating a network of world-class ophthalmologists and optometrists who provide exceptional, patient-centered care. Midwest Vision Partners was founded in 2019 in partnership with Alpine Investors. Headquartered in Chicago, MVP proudly supports prominent eye care professionals in 70+ locations across Ohio, Michigan, Pennsylvania, West Virginia, and Illinois, with over 140 physicians and 1500 employees all focused on providing top-notch, customized results for each of our patients.