FP&A Manager

Unio Specialty Care; Torrance (CA); Presencial; USD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Benefits (Medical, Dental, and.

Generous time off

401(k)

Paid Holidays

Company Discounts

Collaborative culture

Employee Recognition

Descripción de la vacante

Unio Health Partners seeks an FP&A Manager to serve as a strategic financial partner to senior leadership and physician partners. The role drives budgeting, forecasting, variance analysis, and financial modeling across California-based operations.

You will analyze monthly performance, support productivity initiatives, and develop driver-based models linking staffing, revenue, and expenses to outcomes. Strong communication and financial acumen are essential.

Formación

• Bachelor's degree in finance, accounting, business or related field; MBA preferred.
• Minimum 5 years of progressive FP&A, financial analysis, or strategic finance experience; healthcare experience preferred.
• Residence in California.

Responsabilidades

• Partners with Operations and department leaders to analyze monthly financial and productivity results, identify risks and opportunities, and create action plans.
• Owns budgeting and financial planning for assigned units, developing revenue, labor, and expense assumptions.
• Leads forecasting, pro forma development for new-site opportunities, and scenario analysis.
• Owns monthly financial performance analysis and profitability analysis across units.

Conocimientos

Financial analysis

Excel proficiency

Data visualization

SQL familiarity

Communication

Project management

Financial modeling

Budgeting & forecasting

Variance analysis

Business partnering

Educación

Bachelor's degree in Finance/Accounting/Business

MBA preferred

Herramientas

Microsoft Excel

Budgeting software

Reporting platforms

SQL or data-querying tools

Descripción del empleo

Company Description
Unio Health Partners (UHP) is a highly differentiated physician practice management platform with the goal of transforming care delivery across the Western United States. UHP partners with leading physician practices, creating a cohesive, quality-oriented clinical culture and facilitating best practice sharing across the platform. Our affiliated practices gain access to a broader suite of services, providing a meaningful benefit to both physicians and patients. UHP's best-in-class clinical program covers three sub-specialties (urology, gastroenterology, and radiation oncology) and offers numerous ancillary services, including pathology lab, in-office dispensing, and chronic care management. We are led by a highly accomplished management team and provide a full suite of management services to its affiliated practices. UHP is currently affiliated with 185 providers operating out of 62 locations across Southern, Central, and Northern California.
Position Summary Unio Health Partners (UHP) is searching for an experienced FP&A Manager to serve as a key financial business partner to senior management, Operations leaders, department leaders, and physician partners. This individual contributor role will provide strategic financial insight, analytical expertise, and business partnership across Unio's business segments. The FP&A Manager will be responsible for a broad range of financial and operational analyses, including budgeting, forecasting, variance analysis, financial modeling, productivity analysis, and business performance reporting. This role will partner closely with Operations and functional leaders to understand the underlying drivers of financial results, identifying risks and opportunities, evaluate business implications, and support informed business decisions. This position requires strong financial acumen, analytical ability, business judgment, communication skills, and the ability to build credibility and influence outcomes across the organization without direct authority.

What you will be doing

Business Partnership and Decision Support

• Serves as a strategic financial business partner to Operations leaders, department leaders, senior management, and physician partners.
• Partners with operational leaders to analyze monthly financial and productivity results, understand the underlying business drivers of variances, identify risks and opportunities, and develop appropriate action plans.
• Acts as a trusted financial advisor to physician partners, providing guidance on financial statements, productivity, expenses, allocations, and other financial information.
• Challenges assumptions and uses fact-based analysis to influence business decisions and support organizational objectives.
• Owns the financial planning and performance management process for assigned business units, serving as the primary FP&A point of contact for operational and physician leadership.
• Partners closely with Accounting during the monthly close process to understand financial results, identify potential accruals or classification issues, and ensure accurate interpretation of financial performance.

Budgeting, Forecasting & Financial Planning

• Leads the budgeting and financial planning process for assigned business units and functional areas, partnering with Operations and department leaders to develop and evaluate revenue, labor, productivity, expense, and other operating assumptions.
• Leads forecasting and reforecasting activities for assigned business units and functional areas and analyzes changes in operating assumptions and their financial implications.
• Develops driver-based financial models that connect operational assumptions, productivity, staffing, revenue, and expenses to financial performance.
• Leads financial modeling and pro forma development for new-site (de novo) opportunities, partnering with Operations and other leaders to develop assumptions, evaluate investment requirements, and expected returns, and identify key risks.
• Develops scenario and sensitivity analysis to evaluate the financial and operational impact of changes in volume, productivity, staffing, expense, capital investment, and other key assumptions.

Performance Analysis & Reporting

• Owns monthly financial performance analysis for assigned business units, including actual results compared with budget, forecast, and prior year.
• Analyzes practice, provider, service-line, and location profitability and identifies the operational and financial drivers of performance.
• Leads financial and operational analysis of revenue, expenses, productivity, labor, profitability, and other key performance indicators.
• Develops and interprets physician and operational productivity reporting and works with leaders to identify performance improvement opportunities.
• Analyzes staffing, labor productivity, compensation, overtime, and other workforce trends to identify opportunities to improve performance and resource utilization.

What you will bring to the team

• Bachelor's degree in finance, Accounting, Business or related field; MBA preferred.
• Minimum of 5 years of progressive experience in FP&A, financial analysis, or strategic finance, or a related field; healthcare experience strongly preferred.
• Reside in California
• Experience in a multi-site healthcare, physician practice, or other complex operating environment preferred.
• Strong financial and analytical skills with the ability to identify key business drivers and translate analysis into actionable recommendations.
• Advanced proficiency in Microsoft Excel and other Microsoft Office applications.
• Experience with financial planning and reporting systems, business intelligence platforms, data visualization tools. Familiarity with SQL or other data-querying tools is a plus.
• Excellent interpersonal and communication skills, with the ability to establish credibility and work effectively with physicians, Operations leaders, and executives.
• Ability to independently manage complex projects, prioritize competing demands, and meet tight deadlines while maintaining a high level of accuracy.
• Demonstrated experience in financial modeling, budgeting, forecasting, variance analysis, and business partnering.
• Demonstrated experience partnering with operational leaders to evaluate financial and operational performance and support business decisions
• Experience working with financial systems, reporting platforms, budgeting and forecasting tools, and large datasets.

What we can offer you

• Competitive Salary and bonus potential
• Health Benefits (Medical, Dental, Vision)
• Generous time off (start accruing on your first day - no waiting period)
• Paid Holidays
• 401(k)
• Company Discounts
• Collaborative work environment - we want our employees to have a say in how we run our office
• Employee Recognition

Compensation is depending on a number of factors including a candidate's qualifications, skills, competencies, or experience that may fall outside of the range shown