FP&A Manager

Private Health Management; United States; Remote; USD 120,000 - 140,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Flexible PTO

Remote work

Job summary

Private Health Management is seeking a highly motivated FP&A Manager to build and scale budgeting, forecasting, and financial analysis. Reporting to the SVP, Finance, this role is remote-based in the United States and partners with leaders across the organization.

You will standardize planning in Workday Adaptive Planning, develop dashboards, and drive data-driven decisions. The position offers a comprehensive benefits package and opportunities to shape a growing finance function.

Qualifications

• Approximately 5–7 years of FP&A or corporate finance experience with strong analysis, forecasting, budgeting, and modeling capabilities.
• Experience using a financial planning platform (e.g., Workday Adaptive Planning) and improving financial processes and reporting.
• Proven ability to partner with business leaders, communicate financial information clearly, and influence decisions across levels.
• Hands-on, independent problem-solver who can navigate ambiguity and create structure while collaborating when needed.

Responsibilities

• Build a disciplined planning and forecasting rhythm across the organization; monthly forecasting and budgeting using Workday Adaptive Planning.
• Own integrated three-statement forecasts; connect income statement, balance sheet, and cash flow assumptions.
• Partner with Accounting to incorporate monthly actuals, analyze variances, and inform forward-looking forecasts.
• Serve as primary Finance partner to department leaders for budgets, spending, and hiring plans; translate insights into actionable recommendations.
• Develop dashboards and analytical tools to improve financial visibility and timely decision-making.
• Improve Workday Adaptive Planning and reporting tools; replace manual processes with scalable workflows and leverage AI where appropriate.

Skills

Financial analysis

Forecasting

Budgeting

Financial modeling

Cross-functional collaboration

Education

Finance or Accounting degree

Tools

Workday Adaptive Planning

Excel

BI dashboards

Job description

FP&A Manager

Location: Remote, United States

Reports To: SVP, Finance

Team: Finance

Compensation Range: $120000 - $140000

About Private Health Management

Private Health Management guides patients and families through the chaos and complexity of serious medical care, for cancer and beyond. As an independent advocate and trusted partner during healthcare’s most challenging moments, our team of experts work alongside physicians to orchestrate the best treatment, advocacy, and support to deliver measurably better outcomes.

Everyone deserves great care. We make sure they get it.

About the Role

Private Health Management is seeking a highly motivated, analytically strong FP&A Manager to help build and scale our financial planning and analysis capabilities during a period of significant growth. Reporting to the SVP of Finance, this highly visible role will strengthen our budgeting and forecasting processes, modernize financial reporting and analytics, and serve as a trusted business partner to leaders across the organization.

The ideal candidate is a versatile, hands-on finance professional who thrives in a fast-paced and dynamic environment. They can operate well in ambiguity, creates structure where it does not yet exist, and combines exceptional attention to detail with strong business judgment. This person will play a critical role in transitioning financial planning from manual spreadsheets to scalable systems, helping business leaders understand financial performance and make informed decisions. This is an opportunity to help shape a growing Finance function, work closely with senior leadership, and expand responsibilities as the business scales.

What You’ll Accomplish

• Build a disciplined planning and forecasting rhythm. Establish reliable monthly forecasting and budgeting processes in Workday Adaptive Planning, improving forecast quality, consistency, and accountability across the organization.
• Empower business leaders to own their financial performance. Develop effective expense and headcount planning partnerships, providing stakeholders with clear, timely visibility into their budgets and forecasts through accessible dashboards and actionable analysis.
• Modernize financial reporting and analytics. Build scalable reporting capabilities that support internal leadership and board reporting, connect financial results and KPIs to forward-looking forecasts, and reduce dependence on manual spreadsheet processes.
• Strengthen the Finance function for scale. Introduce practical process improvements, automation, and AI-enabled workflows while fostering strong collaboration across Finance and the broader business.

How You’ll Spend Your Days

Financial Planning, Forecasting & Modeling

• Coordinate monthly forecasting and annual budgeting processes, including operating expense and headcount planning, using Workday Adaptive Planning.
• Maintain and improve integrated three-statement financial forecasts, connecting income statement, balance sheet, and cash flow assumptions.
• Partner closely with Accounting to incorporate monthly actuals, understand variances, and ensure financial reporting informs forward-looking forecasts.

Business Partnership & Financial Insights

• Serve as a primary Finance partner to departmental leaders, helping them understand budgets, manage spending, evaluate hiring plans, and make informed operating decisions.
• Independently engage senior stakeholders, ask thoughtful questions, challenge assumptions constructively, and translate financial insights into practical recommendations.

Reporting, Analytics & Process Improvement

• Coordinate monthly financial and KPI reporting packages for executive leadership and board reporting.
• Develop dashboards and analytical tools that improve financial visibility, highlight performance drivers, and support timely decision-making.
• Improve the use of Workday Adaptive Planning and reporting tools, replacing manual workarounds with repeatable, scalable processes.
• Leverage AI and automation to streamline analysis, reporting, and recurring Finance workflows.

What You Bring to the Table

Required Qualifications

• Approximately 5–7 years of relevant FP&A or corporate finance experience, including strong financial analysis, forecasting, budgeting, and integrated three-statement financial modeling capabilities.
• Experience using a financial planning platform, such as Workday Adaptive Planning or a comparable system, and demonstrated ability to improve financial processes and reporting.
• Proven success partnering with business leaders, communicating financial information clearly, and influencing decisions across organizational levels without direct authority.
• A hands‑on, resourceful approach to problem‑solving, with the ability to operate independently, navigate ambiguity, create structure, and recognize when to collaborate or elevate.

Nice to Have

• Experience in healthcare, healthcare technology, or a high‑growth business, particularly within a scaling Finance organization.
• Direct experience with Workday Adaptive Planning, including forecasting models and dashboard development.
• Advanced Excel capabilities and experience using AI or automation to improve financial workflows.
• A degree in finance, accounting, or another quantitative discipline.

Compensation

The target base salary for this position is $120000 - $140000

This base salary is only a part of a total compensation package that also includes: health/dental/vision benefits, annual cash incentive program, 401k with match, flexible PTO, PHM for PHM (our services for you and your dependents) and other benefits. Individual pay may vary from the target range as a number of factors including market forces, experience, location, disparities in market data and other relevant business considerations may all factor into final compensation.

Location

This is a remote role requiring that you live in and physically perform all work in the United States.

Next Steps

Private Health Management is a remote company with employees across the United States. If your application is selected for next steps, you’ll hear from a member of our recruiting team about the interview process, which may include conversations with the hiring manager, peers, and department leaders, conducted virtually by Zoom or phone.

PHM may use AI-enabled tools at certain points in the recruiting process to help us review candidates consistently and give more qualified applicants an opportunity to be considered beyond their resume. AI tools may support parts of the process, but they do not make hiring decisions. All hiring decisions are made by human reviewers.

Anticipated Pay Range

$120,000—$140,000 USD