Financial Planning and Analysis Manager

Vitae Express; The Woodlands (TX); Hybride; USD 108 000 - 132 000; Plein temps

Avantages offerts par ce poste

Health insurance

Paid time off

Résumé du poste

Vitae Express is seeking an FP&A Manager to lead financial planning, forecasting, and strategic analysis across its physician practice network. This hands-on leadership role drives profitability through robust modeling, performance reviews, and executive storytelling.

The ideal candidate will translate clinical activity into financial insights, partner with operations, and contribute to EBITDA growth. A base salary of $120,000 plus bonus and benefits is offered in a hybrid environment.

Qualifications

• 7+ years of FP&A or strategic financial analysis experience in healthcare.
• Experience budgeting, forecasting, modeling, variance analysis, and reporting.
• Strong understanding of EBITDA and profitability drivers.
• Advanced Excel and BI tool proficiency (Power BI) required.
• Ability to lead FP&A initiatives and present to executives.
• Excellent analytical judgment and business acumen.

Responsabilités

• Lead annual budgeting, rolling forecasts and long-range planning.
• Build financial models covering revenue, costs, productivity, and growth.
• Analyze performance vs budgets and identify drivers for improvement.
• Provide recommendations on investments, staffing, expansion, and growth initiatives.
• Analyze multi-site healthcare operations across markets and services.
• Monitor payer mix, reimbursement, revenues, and profitability metrics.
• Collaborate with Operations, Revenue Cycle and clinical leadership to close gaps.
• Develop analyses linking clinical activity to financial outcomes.

Connaissances

FP&A leadership

Budgeting

Forecasting

Financial modeling

Variance analysis

Data storytelling

Power BI

Excel advanced

Formation

Bachelor's degree in Finance/Accounting/Economics/Math/Business Analytics

Outils

Power BI

Excel

Description du poste

Location: The Woodlands, TX (Greater Houston Area)

Work Arrangement: Hybrid, 3 Days Onsite

Employment Type: Full-Time

Compensation: $120,000 Base Salary + Performance Bonus + Benefits

The Role

A growing specialty healthcare organization is seeking an FP&A Manager to lead financial planning, forecasting, performance analysis, and strategic decision support across its expanding network of physician practices.

This is a hands-on leadership opportunity for a finance professional who understands how healthcare operations translate into financial performance. The Director will work closely with executive, financial, and operational leadership to strengthen financial visibility, improve forecasting accuracy, identify opportunities for profitability improvement, and support continued organizational growth.

The ideal candidate brings strong FP&A fundamentals, experience analyzing multi-site healthcare operations, and the ability to move beyond reporting financial results to explaining what drives them and recommending meaningful business improvements.

Key Responsibilities

Financial Planning & Strategic Analysis

• Support and manage the annual budgeting process, rolling forecasts, financial modeling, and long-range planning initiatives across the organization.
• Develop financial models that incorporate revenue, provider productivity, patient volume, reimbursement, labor costs, operating expenses, growth assumptions, and other metrics.
• Evaluate financial performance against budgets, forecasts, and strategic objectives, identifying underlying business drivers and opportunities for improvement.
• Provide financial recommendations related to operational investments, staffing strategies, new practice locations, provider expansion, and other growth initiatives.
• Analyze financial and operational performance across multiple physician practices, markets, providers, and service lines.
• Evaluate key healthcare performance indicators, including provider productivity, payer mix, reimbursement, revenue cycle performance, patient volumes, and practice profitability.
• Partner with Operations, Revenue Cycle, and clinical leadership to identify performance gaps, improve resource utilization, and support EBITDA growth.
• Develop financial analyses that connect clinical activity, operational decisions, and business performance to measurable financial outcomes.

Executive Reporting & Business Partnership

• Deliver monthly and quarterly financial reporting, variance analysis, performance reviews, and actionable recommendations to executive leadership.
• Translate complex financial and operational information into clear business insights that support timely, informed decisions.
• Support executive, board, lender, and investor reporting through financial analysis, business performance commentary, and management presentations.
• Serve as a strategic financial partner to operational leaders, helping them understand and improve the financial performance of their respective business areas.

Financial Systems, Analytics & Process Improvement

• Lead improvements to financial reporting, analytical processes, forecasting methodologies, and performance measurement across the organization.
• Leverage advanced Excel, Power BI, and business intelligence tools to strengthen reporting accuracy, visibility, and decision-making.
• Establish consistent financial and operational metrics, reporting standards, and scalable analytical processes.
• Identify opportunities to automate reporting, improve data integrity, and responsibly incorporate emerging technologies and AI-assisted analytical tools.

Growth & Business Development Support

• Develop financial models and scenario analyses supporting organic growth, capital investments, acquisitions, and strategic business initiatives.
• Support financial due diligence, acquisition integration, and post-transaction performance analysis as the organization expands.
• Evaluate the financial implications of new providers, clinical capacity, market expansion, and operational improvement initiatives.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Analytics, or a related quantitative discipline.
• 7+ years of progressive experience in financial planning and analysis, financial management, or strategic financial analysis within within healthcare.
• Demonstrated ownership of budgeting, forecasting, financial modeling, variance analysis, and financial performance reporting.
• Strong understanding of financial statements, profitability drivers, EBITDA, and operational financial performance.
• Advanced Microsoft Excel and financial modeling capabilities, with experience using Power BI or comparable business intelligence tools.
• Ability to independently lead financial planning initiatives and communicate findings to executive and operational stakeholders.
• Strong analytical judgment, business acumen, and the ability to translate financial findings into actionable recommendations.

Preferred Qualifications

• Financial leadership experience within healthcare services, physician practice groups, management services organizations (MSOs), specialty clinics, or ambulatory care.
• Experience supporting a private equity-backed, multi-site, or acquisition-oriented healthcare organization.
• Understanding of provider productivity, payer reimbursement, revenue cycle management, physician compensation, and practice-level profitability.
• Experience partnering with senior executives, physicians, and operational leaders on financial performance improvement.
• Exposure to acquisition modeling, financial due diligence, practice integrations, or post-acquisition financial reporting.
• MBA, CPA, or CMA designation.

The Ideal Candidate

We are seeking someone who can operate strategically while remaining comfortable working directly with financial and operational data. This individual understands that effective FP&A extends beyond preparing reports and presenting numbers. It involves identifying what drives business performance, challenging assumptions, and helping leaders make better decisions.

The successful candidate will be comfortable working in a growing organization, establishing scalable financial processes, and taking ownership of initiatives from initial analysis through execution.

The position offers a $120,000 annual base salary plus a performance-based bonus.

The organization provides company-sponsored benefits, paid time off, and additional programs available to eligible employees. Further details will be shared during the interview process.

Work Authorization

Applicants must be authorized to work in the United States. Employer-sponsored work authorization is not available for this position now or in the future.

Our client is an equal opportunity employer committed to fair employment practices. All qualified applicants will receive consideration without regard to legally protected characteristics. Reasonable accommodations are available throughout the application and hiring process.