FP&A Manager

privatehealthmanagement; United States; Remoto; USD 120.000 - 140.000; Tempo pieno

Descrizione del lavoro

Private Health Management is seeking a highly motivated FP&A Manager to build and scale our budgeting, forecasting, and analytics during a period of rapid growth. Reporting to the SVP of Finance, you will help modernize reporting, enable leaders with actionable insights, and become a trusted partner across the organization.

The role emphasizes transitioning planning from manual spreadsheets to scalable systems, partnering with senior leadership, and expanding responsibilities as the business

Competenze

• 5-7 years of FP&A or corporate finance experience with strong financial analysis, forecasting, budgeting, and integrated three-statement modeling capabilities.
• Experience using a financial planning platform such as Workday Adaptive Planning or similar and improving financial processes.
• Proven success partnering with business leaders, communicating financial information clearly, and influencing decisions across levels without direct authority.
• Hands-on, problem-solving mindset, able to navigate ambiguity, create structure, and collaborate when needed.

Mansioni

• Build disciplined monthly forecasting and budgeting rhythms using Workday Adaptive Planning.
• Empower leaders to own financial performance with clear budgets and dashboards.
• Modernize reporting and analytics, linking KPIs to forward-looking forecasts.
• Strengthen Finance scalability with process improvements, automation, and AI-enabled workflows.

Conoscenze

FP&A experience

Forecasting

Budgeting

Financial modeling

Stakeholder communication

Strumenti

Workday Adaptive Planning

Descrizione del lavoro

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. Th is 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 Fi