Manager of Financial Planning and Analysis

Financial Planning and Analysis (FP&A) Manager

Job Summary:

The Financial Planning and Analysis (FP&A) Manager, reporting to the Director of Financial Planning & Analysis, will lead operational FP&A and own the organizations recurring management reporting process. This is a hands-on individual contributor role with no direct reports. The role is responsible for delivering timely, accurate, and decision-useful reporting; analyzing financial and operational performance; translating results into actionable insights; and supporting executive and operational leaders in driving business performance for a prominent national group of ENT practices during a period of rapid organizational and financial growth. The FP&A Manager will establish clear, scalable processes, maintain high standards, and follow through on commitments. The ideal candidate has experience in healthcare finance, particularly within a physician MSO environment, and understands the nuances of physician practice management, reimbursement models, and operational efficiency.

Key Responsibilities:

Financial Planning & Analysis:

- Support the development of budgeting and forecasting capabilities, including establishing assumptions, coordinating inputs across the organization, and creating scalable processes for future planning cycles.

- Develop financial models to support strategic initiatives, cost-saving measures, revenue optimization, and business decisions.

- Monitor key performance indicators (KPIs), financial trends, and operational metrics to identify opportunities for improvement.

- Provide variance analysis and insights into financial performance, identifying risks and opportunities.

Ownership & Execution:

- Serve as a hands-on FP&A leader with direct ownership of key analyses, reporting deliverables, and process execution.

- Establish scalable processes, documentation, and quality standards that improve efficiency, consistency, and continuity across the FP&A function.

- Balance competing priorities and deadlines, proactively communicate risks or delays, and ensure commitments are completed accurately and on time.

Business & Operational Analysis:

- Build strong relationships with operational leaders, understand key business drivers, and provide practical financial guidance to improve performance.

- Identify and implement improvements to FP&A processes, controls, and workflows to increase efficiency, consistency, and accuracy.

- Lead or support ad hoc analyses and strategic initiatives identified by business and executive leadership.

Financial Reporting:

- Own the end-to-end monthly and quarterly management reporting process, including the reporting calendar, coordination of inputs, data validation, variance analysis, management commentary, and leadership review.

- Establish and maintain consistent reporting definitions, templates, source data, and quality-control procedures across practices and divisions.

- Develop clear, executive-ready dashboards, operating reviews, financial presentations, and KPI reporting that communicate the business story, key risks, opportunities, and recommended actions.

- Collaborate cross-functionally with Accounting to ensure reported results are accurate and reconciled; with IT and Data teams to enhance reporting systems and automation; and with Operations to translate insights into action.

Qualifications

Qualifications & Experience:

- Education: Bachelors degree in Finance, Accounting, or a related field (MBA or CPA preferred, but not required).

- Experience: 5–7 years of progressive FP&A, healthcare finance, or financial analysis experience, with demonstrated ownership of recurring reporting deliverables and complex cross-functional projects.

- Technical Skills:

Strong proficiency in financial modeling, forecasting, and data analysis.

- Advanced Microsoft Excel skills and strong proficiency across the Microsoft Office suite.

- Familiarity with financial planning, ERP, and business intelligence platforms (e.g., NetSuite, CUBE, Tableau, or Power BI) is preferred but not required.

- Familiarity with EHR, practice management, and revenue cycle management systems is preferred but not required.

- Soft Skills:

Excellent written and verbal communication and presentation skills, with the ability to translate complex financial information into clear, concise messages for varied audiences.

- Strong interpersonal skills and the ability to build credibility and work effectively across Operations, Accounting, Data, and executive leadership teams.

- Proactive, accountable, and highly dependable, with a strong work ethic, sound judgment, attention to detail, and a willingness to take ownership from problem identification through resolution.

- Comfortable operating in a fast-paced, evolving environment; able to prioritize effectively, adapt to changing needs, and maintain accuracy under tight deadlines.

- Strong problem-solving and analytical skills, intellectual curiosity, and a continuous-improvement mindset.

Other Preferred Experience:

- Experience with physician-practice financial management, multi-site reporting, and operational performance analysis.

- Prior experience in an MSO, private equity-backed healthcare group, or multi-site physician practice.