Manager, FP&A

TriNetX; Cambridge (MA); Hybrid; USD 120,000 - 150,000; Full time

Job summary

A healthcare technology company is seeking a Manager of Financial Planning & Analysis to drive financial visibility and accuracy. This role involves leading forecasts, collaborating with cross-functional teams, and shaping long-range planning strategies. Ideal candidates should have 5-7 years of relevant experience and advanced financial modeling skills. The position is hybrid, requiring in-office presence in Cambridge, MA three times a week.

Qualifications

• 5–7 years of experience in FP&A, corporate finance, or related roles.
• Proven experience with financial metrics and operational KPIs.
• Ability to manage multiple projects in a fast-paced environment.

Responsibilities

• Lead financial forecasts and cash flow models.
• Collaborate with Accounting to support financial close.
• Own the company's annual budgeting process.
• Drive process improvements through automation.

Skills

Strategic and analytical mindset

Financial modeling

Collaboration

Advanced Excel skills

Data manipulation

Education

Bachelor's degree in Finance, Accounting, Economics or related field

MBA or CPA

Tools

Intacct

Adaptive Insights

Tableau

Power BI

Job description

Overview

We are seeking a strategic and analytical Manager, Financial Planning & Analysis (FP&A) to join our team. Reporting to the Director of FP&A, this role will drive financial visibility, forecasting accuracy, and cross-functional alignment across the organization. It offers direct exposure to executive leadership and the opportunity to impact strategic decisions, M&A, and long-range planning.

Location

Location: Greater Boston area; in office 3x/week.

TriNetX is remote-friendly but currently registered for employment in certain states. To be eligible for employment, you must reside in one of the following states:

• AZ
• CA
• CO
• CT
• FL
• GA
• IL
• KY
• MA
• MD
• MN
• MT
• NC
• NH
• NY
• OH
• OR
• PA
• RI
• SC
• TX
• VA
• VT
• WA
• WI

This position reports to our global HQ in Cambridge, MA and is fully remote within the US. Travel is expected domestically and internationally when needed.

What we’re looking for

We are looking for a strategic and analytical Manager, Financial Planning & Analysis (FP&A) to join our team. Reporting to the Director of FP&A, this individual will play a critical role in driving financial visibility, forecasting accuracy, and cross-functional alignment across the organization. They will have direct exposure to executive leadership and the opportunity to impact strategic decisions, M&A, and long-range planning.

What you will be doing

• Lead the development of detailed financial forecasts, cash flow models, and monthly horizontal performance analyses across business units.
• Analyze and present key financial and operational drivers vs. budget, forecast, and prior periods, ensuring clear visibility into risks, opportunities, and underlying business dynamics.
• Collaborate with the Accounting team to support the monthly financial close process, reviewing variances, validating key accruals, and ensuring accuracy of financial results prior to reporting.
• Build and continuously enhance scalable financial reporting infrastructure, dashboards, and data governance processes to support decision-making across the company.
• Develop and deliver program-level reporting, including KPIs and supporting analytics, for internal stakeholders, board members, and external parties (e.g., investors, potential acquirers).
• Own the company’s annual budgeting process, from departmental collaboration to executive-level reporting.
• Partner with HR to track and forecast workforce planning, capacity, and headcount changes.
• Lead the creation of the company’s long-range financial model in support of strategic planning process.
• Design and maintain scalable forecasting models adaptable to business growth and complexity.
• Drive process improvement by identifying inefficiencies and implementing automation or system enhancements.
• Support corporate development and strategic initiatives through financial modeling, valuation, and scenario analysis — including M&A opportunities and market expansion.
• Build collaborative relationships with key teams across the company, including Commercial, R&D, SG&A, HR, and BU Finance.

What you bring to TriNetX

• 5–7 years of progressive experience in FP&A, corporate finance, or related roles — preferably in a high-growth SaaS, MedTech, or healthcare technology environment.
• Strong financial modeling, forecasting, and analysis capabilities with advanced Excel and data manipulation skills.
• Proven experience building reporting frameworks and partnering across business functions.
• Deep understanding of financial metrics, operational KPIs, and data storytelling.
• Ability to manage multiple projects, prioritize tasks, collaborate and work in a fast-paced, evolving environment.
• Experience with financial systems (e.g., Intacct, Adaptive Insights, Tableau, Power BI) a plus.
• Highly collaborative, proactive, and intellectually curious mindset.
• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus.

Compliance

As a condition of employment, the individual must provide proof of Covid-19 vaccination unless a medical or religious exemption is granted by TriNetX.

Equal Opportunity Employer

TriNetX is an Equal Opportunity Employer. All persons are considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability or handicap, sex or gender, marital status, sexual orientation, genetic information, gender identity, veteran status, or any other characteristic or status protected by applicable federal, state or local laws.

E-Verify

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

E-Verify Works for Everyone

For more information on E-Verify, or if you believe that your employer has violated its E-Verify responsibilities, please contact DHS.

888-897-7781 https://www.e-verify.gov/