Manager, Financial Planning and Analysis

Ekho Dealer (YC S22); New York (NY); Hybrid; USD 120,000 - 150,000; Full time

Job summary

Ekho Dealer (YC S22) is seeking a Manager, Financial Planning and Analysis in New York, NY. This role involves owning the budgeting process and building financial models that inform strategic decisions.

The ideal candidate will have 4–6 years of experience in financial planning and analysis, investment banking, or a related field within healthcare or high-growth tech. This hybrid role requires strong financial modeling skills, Google Sheets proficiency, and the ability to distill complex data into actionable insights.

Qualifications

• 4–6 years of experience in FP&A, investment banking, or a related finance role.
• Strong financial modeling skills and proficiency in Google Sheets.
• Experience with financial planning tools is a plus.

Responsibilities

• Own the annual budgeting process and quarterly reforecasting cycles.
• Build and maintain financial models covering revenue and expenses.
• Develop and deliver monthly reporting packages for senior leadership.

Skills

Financial modeling skills

Google Sheets proficiency

AI tools proficiency

Communication skills

Problem-solving skills

Tools

Pigment

Mosaic

Adaptive

Anaplan

Job description

Manager, Financial Planning and Analysis at Duet

About Duet: Duet is on a mission to transform primary care by empowering nurse practitioners (NPs) to own and operate their practices. By providing NPs with tailored products and services within a supportive setting, Duet is building the nation’s largest network of NP‑owned practices, driving better outcomes for patients and communities.

Role Overview

We’re looking for our first dedicated finance hire to scale up our finance functions. In this role, you’ll be a key financial partner to the business, owning our budgeting process, building the models that drive strategic decisions, and turning complex data into clear narratives for leadership. As an early finance generalist, you’ll work with internal and external resources across accounting, investor reporting and revenue cycle management.

This is an ideal role for someone who thrives in a fast‑moving environment, loves digging into the numbers, and is equally comfortable building a bottoms‑up forecast as presenting to an executive audience. Understanding we’re a small team, you’ll likely wear many hats that go beyond this job description.

What You’ll Do

• Own the annual budgeting process and quarterly reforecasting cycles across the business
• Build and maintain financial models covering revenue, headcount, and operating expenses
• Develop and deliver monthly reporting packages with variance analysis and actionable commentary for senior leadership
• Partner with department heads to provide ongoing financial support, budget tracking, and scenario planning
• Support long‑range planning and strategic initiatives, including board materials and investor reporting
• Evaluate and implement financial planning tools when ROI is there (Pigment, Mosaic, Adaptive, Anaplan, or similar)
• Work across multiple business entities and build systems to track and manage flow of funds (you will moonlight as a controller)

What You Bring

• 4–6 years of experience in FP&A, investment banking, or a related finance role; healthcare or high‑growth tech experience strongly preferred
• Strong financial modeling skills and Google Sheets proficiency
• Fluency building agentic workflows using AI tools (Claude preferred)
• Experience with financial planning tools (Pigment, Mosaic, Adaptive, Anaplan, or similar) is a plus
• Ability to distill complex financial information into clear, concise insights for non‑finance audiences
• Comfortable working independently in a dynamic, ambiguous environment

Who Will Thrive Here

• People passionate about making a difference in healthcare and having a direct impact on vulnerable patient population
• Sharp financial minds who enjoy building and executing on process
• Self‑starters who will seek out problems and solve them with cross‑functional buy‑in
• Low‑ego teammates who take an ownership mentality to everything they encounter

The salary range for this role is $120,000-$150,000 per year plus equity. This role is hybrid based out of NYC.