Strategic Finance Manager

Remote Queer; United States; On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Remote work option

Wellness reimbursement

401k match

PTO and sick days

Job summary

Clarity Clinic is seeking a Strategic Finance Manager to lead FP&A, budgeting, and strategic finance across Chicago-area locations. This hands-on role builds models behind decisions on new sites, service lines, and provider compensation, serving as the finance business partner to department heads.

It supports transition to Sage Intacct and integrates multiple data sources. The role reports to the Controller and is remote with Chicago area strongly preferred, offering a comprehensive benefits

Qualifications

• Bachelor's degree in finance, accounting, economics or related field.
• 5+ years in FP&A, strategic finance, investment banking, consulting, or transaction advisory; 2–3 years in operating FP&A; 6–10 years ideal.
• Own end-to-end budgeting with department/site inputs and a rolling forecast.
• Advanced Excel modeling, driver-based models, scenarios, and sensitivity analyses.
• Experience as a business partner to operational leaders; strong written communication.

Responsibilities

• Build and complete the annual budget with department heads using a driver-based model tied to capacity, payer mix, ramp curves, and headcount.
• Maintain rolling monthly forecast; surface risks and opportunities 60–90 days ahead.
• Build site-level P&L and provider productivity analysis; manage provider and PA demand models.
• Develop pro formas for de novo sites and service-line economics; model provider profitability and compensation structures.
• Prepare board and lender reporting packages; act as data partner for department requests.

Skills

Advanced Excel

Financial modeling

Business partnering

Written communication

Leadership collaboration

Education

Bachelor's degree in finance, accounting, economics

MBA

CPA

CFA

Tools

Power BI

Sage Intacct

AdvancedMD

ERP systems

Job description

Job Title: Strategic Finance Manager

Position Type: Full-time

Department: Finance

Reports to: Controller

FLSA Status: Exempt

Location: Remote, Chicago area strongly preferred

Summary

Clarity Clinic is an interdisciplinary group private practice of Psychiatrists, Psychiatric Advanced Practice Providers (PAs, NPs), Psychologists, and Therapists, offering outpatient psychiatry and therapy, PHP/IOP, TMS, Spravato, and psychological testing across multiple Chicago-area locations. Our mission is to thoughtfully guide the whole person on their journey to find clarity and mental wellness by providing exceptional holistic care.

The Strategic Finance Manager combines core FP&A with forward‑looking strategic finance. This person completes the budget, forecast, variance narrative, site P&Ls, and reporting packages, and builds the models behind decisions on new sites, service lines, payer rates, and provider compensation. Reporting to the Controller, who owns the accuracy and sign‑off of all financial reporting, this role explains what the numbers mean and what to do next. It also serves as the finance business partner to department heads. This is a hands‑on modeling role, not a chief of staff role.

Clarity is building its finance infrastructure as it grows. We run on QuickBooks today, are implementing Sage Intacct, and pay vendors through several channels. This role helps build planning and reporting that holds up through that transition.

Duties/Responsibilities

FP&A Core

• Build and complete the annual budget with department heads, using a driver‑based model tied to provider capacity, payer mix, ramp curves, and headcount. The Controller reviews and proposes the final budget to the CEO for approval.
• Maintain the rolling monthly forecast, updating revenue, expense, and cash projections, and surface risks and opportunities 60 to 90 days ahead.
• Build and maintain site‑level P&Ls and provider productivity analysis.
• Own the provider and PA demand models and recommended hiring triggers for CEO approval.
• Provide hiring timing, spend pacing, and collection assumptions to the Controller's 13‑week cash forecast.

Strategic Finance & Decision Support

• Build pro formas for de novo sites and leases, and service‑line economics for PHP/IOP, TMS, and Spravato.
• Model provider‑level profitability (revenue, collections, utilization, and allocated costs) and provider compensation structures.
• Analyze payer rate changes, capital planning scenarios, and incentive plan design.
• Turn executive questions into models and recommendations quickly.

Reporting & Business Partnering

• Complete the monthly variance narrative and P&L bridge once the Controller locks the trial balance, for Controller review.
• Present the P&L bridge in the monthly operating review. Department heads present their own KPIs, and this role quantifies the financial impact.
• Build and complete board and lender reporting packages for Controller review and sign‑off, and present them alongside the Controller.
• Serve as the front door for department data and reporting requests. Hold regular check‑ins and monthly budget reviews with department heads, and lead site P&L reviews with Center Operations Managers.
• Maintain clear definitions for core financial KPIs so finance and operations use the same language.
• Define financial dashboard requirements for the Data & Analytics team, covering provider productivity, payer mix, collections performance, no‑show impact, CPT‑level margin, and cost per visit, and write the commentary.
• Pull and structure data from AdvancedMD, Rippling, the general ledger, and Clarity's data platform to answer questions without waiting for a clean dataset.
• Track budget against actual and committed spend across all payment channels.

Systems & Close Support

• Support the Sage Intacct implementation from the planning side, including cost center design, budget loading, and budget‑versus‑actual reporting.
• Support the close with accrual inputs and flux review of the P&L and balance sheet before the Controller locks the trial balance.
• When the Controller covers for the Senior Accountant, review Controller‑prepared entries and reconciliations and approve routine payments under the documented approval process.

Other Duties

The above job description is not intended to be an all‑inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform related duties, as assigned by their supervisor.

Qualifications and Minimum Requirements

• Bachelor's degree in finance, accounting, economics, or a related field
• 5+ years of progressive experience in FP&A, strategic finance, investment banking, consulting, or transaction advisory, including at least 2 to 3 years in an operating FP&A role (6 to 10 years ideal)
• Personally owned, not supported, each of the following:
  • An annual budget end to end, with department or site owners providing inputs to you
  • A rolling forecast maintained monthly and presented to an executive team
  • Monthly variance analysis, including explaining results to non‑finance leaders
  • A unit or site‑level P&L model, ideally with ramp or maturity curves
  • KPI definitions and a recurring reporting package
  • At least one board or lender package you built and presented
• Personally built an operating model, not just maintained someone else's
• Working knowledge of accrual accounting and comfort working closely with actuals
• Advanced Excel modeling: driver‑based models, scenario analysis, and sensitivity tables
• Experience as a business partner to operational leaders
• Strong written communication and a clear point of view

Preferred

• Investment banking, consulting, or transaction advisory experience
• Multi‑site healthcare services, behavioral health, or PE‑backed healthcare background
• AdvancedMD experience
• Familiarity with payer mix and CPT‑driven revenue
• Power BI familiarity sufficient to direct dashboard work
• Experience during an ERP transition
• MBA, CFA, or CPA (optional)

Role Competencies

Technical Competencies

• Financial Planning & Forecasting
  • Delivers the budget and monthly forecast on schedule; assumptions are documented and defensible
  • Interview (modeling exercise); 90-day; 6-month; Annual
• Financial Modeling & Decision Support
  • Builds pro formas, provider profitability, and scenario models that leadership uses for site, service line, payer, and compensation decisions
  • Interview; 90-day; Annual
• Variance Analysis & Reporting
  • Delivers variance narrative, P&L bridge, and reporting packages on the monthly calendar; Controller review finds no recurring errors
  • 30-day; 90-day; 6-month; Annual
• Business Partnership
  • Holds scheduled department check‑ins and budget reviews; department heads can act on the analysis
  • 90-day; 6-month; Annual
• Data & Systems Proficiency
  • Pulls and structures data from source systems independently; defines dashboard requirements clearly
  • 30-day; 90-day; Annual
• Healthcare Revenue Knowledge
  • Applies payer mix, CPT, reimbursement, and ramp‑curve knowledge correctly in planning assumptions
  • Interview; 90-day; Annual
• Accrual Accounting & Close Support
  • Provides accurate, timely accrual inputs and flags material fluctuations before the trial balance is locked
  • 90-day; Annual
• Secondary Review & Payment Approval
  • Reviews Controller‑prepared entries and reconciliations during coverage periods; approves only payments with supporting documentation and required approvals
  • 90-day; Annual
• Privacy & Data Security
  • Completes HIPAA privacy and security training at orientation and annually; uses aggregated data only and never exports patient‑level data
  • Orientation; Annual

Behavioral Competencies

• Strategic Thinking
  • Models decisions before they become urgent and surfaces risks ahead of the planning cycle
  • 90-day; Annual
• Executive Communication
  • Presents findings clearly to executive and non‑finance audiences with a recommendation
  • Interview; 30-day; 90-day; Annual
• Analytical Rigor
  • Stress‑tests models before presenting; conclusions hold up to review
  • 90-day; Annual
• Accountability & Ownership
  • Completes forecasts and reporting on time and follows through; delivers finished work
  • 30-day; 90-day; Annual
• Collaboration & Lane Discipline
  • Works effectively with the Controller, Senior Accountant, Data & Analytics, and operational leaders through the right channels
  • 90-day; Annual
• Adaptability & Problem Solving
  • Builds through imperfect data and evolving systems and improves processes over time
  • 90-day; 6-month; Annual
• Integrity & Confidentiality
  • Maintains confidentiality of financial, compensation, and patient‑adjacent data
  • 30-day; 90-day; Annual

Orientation and Competency Assessment

The employee completes Clarity Clinic orientation, including HIPAA privacy and security, compliance, and role‑specific training, within the timeframe set by HR policy. Competency is assessed at hire (structured interview with a modeling exercise), at 30 days, 90 days, and 6 months of employment, and annually thereafter. Results are documented and retained in the employee's personnel record in accordance with Joint Commission standard HR.01.06.01 and Clarity Clinic policy CC_HRM_D_HRM.01.07.01.

Compensation & Benefits

• Base Salary: $125,000 to $150,000 depending on experience and qualifications
• Bonus Target: 10%
• Remote, Chicago area strongly preferred
• Growth opportunity as Clarity scales
• Full comprehensive benefits package including health, dental, vision, EAP services and more
• Monthly Wellness Reimbursement to promote your self‑care routine and well‑being
• 401k match up to 4%
• 15 days of accrued PTO and up to 5 sick/wellness days

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is regularly required to communicate with others, sit, and use a computer for extended periods, and to travel occasionally to Clarity Clinic locations in the Chicago area.

We celebrate diversity when it comes to all backgrounds and identities, and we encourage applications from minorities, LGBTQ+ individuals, candidates of all ages, and non‑traditional backgrounds. Clarity Clinic is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.