Financial Planning & Analysis Manager

Behavioral Framework, LLC; Maryland; On-site; USD 150,000 - 170,000; Full time

Job summary

Behavioral Framework seeks a Financial Planning & Analysis Manager to join its finance team in a hybrid role. You will partner with the CFO, lead budgeting, forecasting, and reporting, and deliver near-final analyses for executive review.

Expect deep involvement in multi-site operations and occasional M&A activity. Ideal candidates have 5+ years in FP&A, strong Excel modeling, and experience with NetSuite/BI tools.

Qualifications

• Five or more years of progressive FP&A experience; senior level 7+ years preferred.
• Experience in private equity-backed, multi-site healthcare or services business is a plus.
• Advanced financial modeling skills in Excel; familiarity with ERP/BI tools.
• Demonstrated use of frontier AI in professional finance settings with verification discipline.

Responsibilities

• Drive the annual budget and rolling forecast; build and challenge operator inputs.
• Prepare monthly/quarterly board and lender reporting with variance analysis.
• Develop dashboards and KPI reporting across geographies and business units.
• Perform deep-dive analysis on revenue, margin, staffing, and cost drivers.
• Partner across Operations, Clinical, RCM, and HR to improve financial visibility.
• Support M&A activities including modeling, diligence, and post-close tracking.
• Maintain core financial models for planning and lender compliance.

Skills

Financial planning

Forecasting

Budgeting

Board reporting

AI in finance

Attention to detail

Education

Bachelor's degree in Finance

MBA

CPA

CFA

Tools

NetSuite

Power BI

Tableau

SQL

Job description

## Financial Planning & Analysis ManagerApplylocations: Headquarterstime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR101677**Behavioral Framework** – a leading provider of ABA therapy to children diagnosed with autism - is looking for a **Financial Planning & Analysis Manager!****Position Overview**Behavioral Framework is a large private equity-backed provider of ABA therapy and diagnostic services for children with autism, operating across Maryland, Virginia, Washington DC, North Carolina, Tennessee, and Arizona. We are looking for a Manager or Senior Manager of FP&A to serve as the right hand to the CFO and the engine behind our planning, forecasting, and reporting. This is a hands-on execution role for someone who can independently carry complex financial work to near-final quality, then partner with the CFO to sharpen and finish it. You will have a direct line to executive leadership, real exposure to our board and private equity sponsor, live involvement in M&A, and a clear path to Director as the company scales.**Schedule:** This is a hybrid role, requiring 3 days in the office.**Behavioral Framework Highlights:*** Behavioral Framework is devoted to the pursuit of providing excellent, honest, and compassionate care within the autism community.* We believe in the dedication and passion of our professional team and the science behind ABA to make a difference in the families and children we serve.* Ranked on the Inc. 5000 list for 3 consecutive years.* 1 of 4 Autism providers in the country to earn 3-year accreditation + telehealth from the Behavioral Health Center of Excellence.* Beautiful office 2-minutes from I-270.**Key Responsibilities*** ****Drive** t**he annual budget and rolling forecast: build the models, gather and challenge operator inputs, and produce near-final versions the CFO can refine and present.* ****Prepare**** the monthly and quarterly board and lender reporting packages, including variance analysis and supporting narrative, to a high standard of completeness and accuracy.* ****Build**** and maintain dashboards and KPI reporting across service lines, geographies, and business units.* ****Perform**** deep-dive analysis on revenue, margin, clinician utilization, staffing, and cost drivers, and translate the numbers into clear, decision-ready insights.* ****Partner**** across Operations, Clinical, RCM, and HR to strengthen financial visibility and support better decisions.* ****Support**** M&A activity, including modeling, diligence, and post-close integration tracking as required.* ****Maintain**** and continuously improve the core financial models used for planning, performance tracking, and lender compliance.****How You Will Work***** ****Rigorous self-review.**** You catch your own mistakes before anyone else sees them. You build in checks, tie out your numbers, and treat accuracy as non-negotiable. Careless errors erode trust faster than anything else in this seat.* ****Fluent, accurate use of AI.**** You are fluent and disciplined with frontier AI models such as Claude and ChatGPT, and you use them to work faster and sharper across analysis, research, drafting, and model building. Just as important, you have the judgment to verify every AI-assisted output before relying on it. We want someone who uses AI to raise the quality and speed of their work, not someone who outsources their thinking to it.****What We Are Looking For***** ****Five or more** years o**f progressive FP&A experience, with a track record of independently producing complex, near-final deliverables such as budgets, forecasts, and board materials. Senior Manager level expects 7 or more years.* ****Experience**** in a private equity-backed, multi-site healthcare or services business strongly preferred. Familiarity with revenue cycle and payer dynamics is a meaningful plus.* ****Advanced**** financial modeling skills in Excel. Experience with NetSuite, Power BI, Tableau, or SQL is a plus.* ****Demonstrated**** use of frontier AI models in a professional finance setting, paired with strong verification discipline.* ****Exceptional**** attention to detail and a consistent, self-directed habit of checking your own work.* ****Bachelor's** degree** in Finance, Accounting, Economics, or a related field. MBA, CPA, or CFA a plus.* ****A self-starter**** who thrives in a fast-growing, high-change environment and manages multiple priorities without letting quality slip.****What Success Looks Like in Year One***** ****Within 90 days:**** you have taken over preparation of the monthly reporting package and board deck, delivering near-final drafts with minimal rework.* ****Within 6 months:**** you own the forecast build and are a trusted finance partner to at least two operating functions.* ****Within 9 months:**** leadership relies on your analysis and your numbers without a second set of eyes, and you are surfacing insights before anyone asks for them**.**Salary: $150-170kEOE*Behavioral Framework is committed to equitable treatment for all employees, clients, and their families. We welcome and respect the diversity of the families we serve, and we focus our organizational efforts to build a culture of respect, dignity, fairness, caring, equality, and self-esteem.**We believe our strength comes from the shared experiences of our employees, clients, and community. We pride ourselves on serving a diverse population and always seeking to hire, retain, and promote from a wide variety of backgrounds.**#BFADMIN*