FP&A Manager (Healthcare)

Step into a high-impact finance role where your analysis directly shapes strategy, growth, and executive decision-making.

This Jobot Job is hosted by: Emily Klopfenstein

Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.

Salary: $100,000 - $135,000 per year

A bit about us:

This organization is a nationally recognized leader in delivering integrated business solutions across employee benefits, HR, payroll, risk management, and retirement services. With a strong focus on innovation and client success, it provides streamlined, data-driven solutions that help businesses operate more efficiently and cost-effectively. The culture emphasizes long-term relationships, continuous improvement, and a commitment to delivering measurable value while fostering a collaborative and forward-thinking environment.

Why join us?

Influence high-level strategy through direct partnership with executive leadership

Build and enhance financial models, forecasting tools, and performance reporting

Collaborate cross-functionally with Sales, Finance, and Operations in a dynamic environment

Grow your career in a performance-driven organization that rewards initiative and impact

Job Details

The FP&A Manager leads financial planning, analysis, and strategic decision support across the organization. This role partners closely with Sales, Finance, and Executive leadership to optimize performance and resource allocation.

Responsibilities include developing and maintaining performance reporting, delivering data-driven insights to senior leadership, and enhancing financial processes and reporting capabilities. This position is ideal for a highly analytical professional who enjoys solving complex problems, building structure, and influencing decision-making in a collaborative and evolving environment.

Key Responsibilities

Lead annual budgeting, quarterly forecasting, and long-range planning cycles

Develop and maintain driver-based financial models and scenario analyses

Analyze monthly results, identify trends, and deliver actionable insights and variance commentary

Partner with Sales and Operations to align financial goals with business objectives and capacity planning

Build predictive models to support accurate forecasting of future performance

Create reports and dashboards highlighting key performance metrics and trends

Prepare monthly and quarterly reporting packages and KPIs for leadership

Utilize CRM data for revenue forecasting, pipeline analysis, cohort performance, and conversion tracking

Drive process improvements and implement FP&A best practices and governance

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA preferred

5–8 years of FP&A experience, ideally within B2B professional services

Strong background in financial modeling, budgeting, and forecasting

Prior experience in public accounting or similar environments is a plus

Proficiency with CRM systems for revenue and pipeline analysis required

Advanced Excel skills; experience with BI/ERP tools (e.g., Power BI, Tableau, NetSuite) preferred

Strong analytical, communication, and executive presentation skills

Ability to work cross-functionally and manage multiple priorities in a fast-paced environment

Core Competencies & KPIs

Forecast accuracy, budget-to-actual variance, revenue conversion metrics, gross margin by service line, operating expense leverage, cash flow efficiency, and project profitability

Tools & Systems

CRM Platform Advanced Excel BI Tools (e.g., Power BI, Tableau)

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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Job Type: Full-Time, Permanent