FP&A Manager

Jobtailor

Town of Florida (NY)

On-site

USD 120,000 - 180,000

Full time

6 days ago

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Job summary

Jobtailor is seeking an experienced FP&A professional to partner with Revenue Cycle Management, translating billing and AR data into performance insights. You will own budgeting, forecasting, and KPI tracking while collaborating with finance, RCM, and BI teams to deliver executive-ready analyses.

The role requires 6+ years in FP&A/finance, strong Excel and communication skills, and experience presenting to executives or investors. Healthcare experience is preferred.

Qualifications

Bachelor's degree in Finance, Accounting, Business, or related field preferred; equivalent experience considered
6+ years of FP&A, financial analysis, or related finance experience
Strong Excel skills for data manipulation, modeling, and reshaping data
Ability to translate data into clear business insights and recommendations
Experience building financial models and supporting forecasting/budgeting processes
Excellent written and verbal communication skills
Experience presenting to executive management or investors
Ability to lead recurring cross-functional meetings
Strong business acumen and cross-functional collaboration
Experience in healthcare/pharmacy/revenue cycle management is preferred

Responsibilities

Serve as the primary FP&A partner to the Revenue Cycle Management team
Translate billing, collections, and accounts receivable data into performance insights
Interpret BI/data reporting to identify trends, variances, and outliers
Manipulate and analyze data in Excel, building models and ad hoc analyses
Own recurring FP&A reporting cycle for RCM, including budgeting, forecasting, and KPI tracking
Assist CFO with monthly financial forecasting and budgeting
Assist CFO with investor meeting preparation and financial modeling
Hold monthly budget review meetings with leaders
Provide data/context for clinic partner meetings with leadership
Build executive-ready analyses and presentations with actionable recommendations
Identify revenue cycle risks/opportunities and report to leadership
Collaborate with BI/data team to ensure data/report accuracy
Continuously improve FP&A processes for RCM and the broader business

Skills

FP&A

Excel Modeling

Data Manipulation

Forecasting

Budgeting

SQL

Financial Analysis

KPI Tracking

ERP Systems

NetSuite

Data Visualization

Education

Bachelor's degree or equivalent

Tools

SQL

NetSuite

BI Tools

Job description

Serve as the primary FP&A partner to the Revenue Cycle Management team
Translate billing, collections, and accounts receivable data into business performance insights
Interpret BI/data team reporting to identify trends, variances, and outliers
Manipulate and analyze data in Excel, building models, summaries, and ad hoc analyses
Own the recurring FP&A reporting cycle for RCM, including budgeting, forecasting, variance analysis, and KPI tracking
Assist the CFO with monthly financial forecasting and budgeting
Assist the CFO with investor meeting preparation and financial modeling
Hold monthly meetings with budget leaders to review budget-versus-forecast performance
Assist the Director of Client Services with clinic partner meetings by providing data and financial context
Build executive-ready analyses and presentations with actionable recommendations
Identify revenue cycle trends, risks, and opportunities and bring them to leadership's attention
Partner with the BI/data team to ensure financial analysis data and reports are accurate, timely, and well-structured
Continuously improve FP&A processes and reporting for RCM and the broader business

Requirements

Bachelor's degree in Finance, Accounting, Business, or a related field preferred; equivalent experience will be considered in place of a degree
6+ years of progressive experience in FP&A, financial analysis, or a related finance role
Strong Excel skills, including data manipulation, modeling, analysis, and reshaping data
Ability to interpret data and translate it into clear business insight and recommendations
Experience building financial models and supporting company- or executive-level forecasting and budgeting processes
Excellent written and verbal communication skills
Experience presenting to executive management, investors, or other senior stakeholders
Ability to lead recurring meetings with multiple stakeholders
Strong business acumen and ability to work cross-functionally with finance, RCM, client services, and BI/data teams
Experience in healthcare, pharmacy, or revenue cycle management is preferred
Experience supporting investor relations, board reporting, or executive-level financial presentations is preferred
SQL experience is preferred but not required
Experience with NetSuite or similar ERP systems
Prior experience owning or leading processes and projects, even without formal people-management responsibility

Core Competencies

Demonstrates expertise in financial planning and analysis (FP&A), including budgeting, forecasting, and variance analysis, while effectively translating complex data into actionable business insights. Proficient in Excel for data manipulation and modeling, with strong communication skills for presenting to executive stakeholders.

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