Financial Planning & Analysis Manager (Remote)

Caravel Autism Health, LLC; United States; Remote; USD 120,000 - 170,000; Full time

Job summary

Caravel Autism Health is seeking a Financial Planning & Analysis Manager (Remote) to lead advanced financial modeling for ABA therapy services. You will build multi‑dimensional income statements, integrate cash flow and balance sheets into budgets, and support monthly lender reporting and forecasting.

The role collaborates with clinic leadership and executive teams to deliver rigorous analyses, budgets, and management presentations in a fast-paced, data-driven environment.

Qualifications

• Bachelor’s degree in finance, accounting, business, or related field required; advanced degrees preferred.
• Healthcare services exposure or provider-based business models preferred.
• Familiarity with valuation methodologies used in healthcare transactions preferred.
• Experience with Business Central, Cosmos Reporting, Power BI, and Central Reach platforms preferred.

Responsibilities

• Build and maintain detailed financial models for ABA therapy businesses, including multi-dimensional income statements, cash flow and balance sheet integration.
• Create and maintain internal operating forecasts, annual budget and non-financial models.
• Prepare monthly lender reporting and ad hoc financial scenario requests.
• Develop cost models for labor, operating expenses, and monthly allocations.
• Support monthly clinic, executive management and board reporting and monthly Cosmos updates.

Skills

Analytical skills

Excel proficiency

PowerPoint

Attention to detail

Communication skills

Deadline driven

Team oriented

Problem solving

Client focused

Education

Bachelor’s degree in finance

Advanced degree preferred

Tools

Power BI

Cosmos Reporting

Business Central

Central Reach

Job description

Financial Planning & Analysis Manager (Remote) Caravel Autism Health

Address Remote

Description

Overview

The Financial Planning & Analysis Manager will support operational and strategic financial modeling of services for clients in Applied Behavior Analysis (ABA) therapy. This role provides hands‑on exposure to assignments involving ABA provider platforms, multi‑site operators, and healthcare services investors. This role will work with leadership to deliver rigorous monthly financial analysis, clinic financial materials, and support the annual budget and quarterly forecasting process in a fast‑paced, data‑driven environment.

Responsibilities

Financial Analysis & Modeling

• Build and maintain detailed financial models for ABA therapy businesses, including:
  • Multi-dimensional income statements for budgets, forecasts and actuals
  • Cashflow and Balance Sheet integration into budget/forecasting processes
  • Capital investment model and asset tracking budget/forecast models
• Create and maintain internal operating forecasts, annual budget and non-financial models
• Monthly Lender reporting and ad hoc financial scenario requests
• Develop cost models to support budget/forecast inputs, including but not limited to labor models, operating expenses driver-based models & monthly allocation models
• Analyze and maintain income statements, balance sheets, and cash flows with attention to ABA Therapy‑specific drivers such as but not limited to:
  • Revenue per client / per session and CPT code mix
  • Clinician utilization and productivity
  • Payor mix (commercial, government)
  • Margin profiles at the site, service line, and clinician level
  • De Novo and Same Store analytics and insights
  • Revenue Cycle Management analytics
• Support monthly Clinic, Executive Management and Board of Directors reporting
• Maintain models and Cosmos system for monthly updates
• Support creation of the monthly presentation materials

Administrative & Process Support

• Manage internal deliverables, timelines, calendars and approval processes
• Ensure compliance with firm policies, confidentiality requirements, and healthcare‑related regulatory considerations
• Provide accounting, audit and internal controls support as requested

Non-Essential Functions/Other Duties:

• Create and maintain Cosmos financial reports
• Business support to clinic leadership and executive management
• Monthly end close support and reporting
• Other requests as assigned

Education:

• Bachelor’s degree in finance, accounting, business, or a related field required, advanced degrees preferred
• Exposure to healthcare services, behavioral health, or provider-based business models preferred
• Familiarity with valuation methodologies used in healthcare services transactions preferred
• Experience with Business Central, Cosmos Reporting, Power BI, and Central Reach platforms preferred

Experience:

• 5 - 8+ years in FP&A, corporate finance, or strategic finance
• Experience in a PE-backed, multi-entity, or roll‑up environment strongly preferred
• Prior internship or experience in investment banking, private equity, healthcare consulting, or corporate finance

Skills and Competencies:

• Strong analytical and quantitative skills
• Advanced proficiency in Microsoft Excel and Power Point
• Solid understanding of financial statements and corporate finance fundamentals
• High attention to detail and strong organizational skills
• Excellent written and verbal communication abilities
• Ability to work effectively in a deadline driven, high intensity environment
• Strong analytical judgment and problem-solving ability
• Team oriented mindset with a professional and client focused approach
• Intellectual curiosity and willingness to learn complex operating models
• High integrity and discretion with confidential information

Financial Planning & Analysis Manager (Remote) Caravel Autism Health