Financial Planning & Analysis Manager

This new Financial Planning & Analysis Manager is a fully remote role and will report to the CFO. This is a temporary position with an expected duration of 6 months.

The FP&A Manager will be a key member of the Finance Team responsible for utilizing both quantitative and qualitative analyses of all operational aspects of the company to evaluate the company’s progress toward achieving its financial and operational goals. The person filling this position will play a critical role in understanding the business results in relation to financial and non-financial metrics, reviewing past company performance, and anticipating obstacles and potential issues, and considering economic and business trends, all with an eye toward forecasting the company’s future financial results and identifying areas of opportunity. This person will work cross-functionally with other departments in the execution of the role’s duties.

Specifically, the Financial Planning & Analysis Manager will:

• Create, update, and maintain detailed revenue forecasts submitted monthly by sites for existing trials and update discounted pipeline forecast using existing templates and methodologies.
• Prepare the monthly financial reporting package using data pulled from NetSuite and clinical volume data generated by the centralized data team.
• Produce several documents shared with the centralized accounting teams as part of the financial close process
• Work with individual departments and sites to prepare 2026 budget and consolidate into the overall company budget for 2026 fiscal year – use pre-existing individual department and site templates as well as consolidation tool.
• Partner closely with accounting on the monthly close process, and other key finance elements to maintain and improve predictability of financial results

Required Skills:

• Basic Data Management: Understands general data management and database concepts and uses a database driven approach when constructing models
• Experienced Power Query User: Understanding of the main data cleaning tools (data consolidation, merge, append, pivot/unpivot), basic M code literacy for troubleshooting data cleaning models
• Visual Basic Literacy: Ability to read Visual Basic scripts to trouble shoot code used to consolidate and transcribe data between models
• Experienced Excel Table Object User: Must understand how to create and maintain Excel tables, pull Excel table data into Power Query, and employ tables to for data maintenance/lists
• Expert Level Functional Excel: fluent in basic excel operations – lookups, filters, aggregations, text parsing

The ideal candidate has:

• A high aptitude for problem solving and financial modeling with a thorough understanding of a successful financial planning process
• Advanced Excel skills with a focus on financial modeling
• A proven ability to thrive in a dynamic environment under short timelines and changing priorities
• A detail-oriented approach, with focus on accuracy and completeness
• Strong presentation skills: the ability to communicate complex information in a simplified manner
• Strong interpersonal and communication skills with the ability to interact with employees of all levels
• 5+ years of FP&A experience in high-growth companies, with an emphasis on financial modeling and budgeting
• Required BA/BS in Accounting, Finance, Economics, or other business- related field
• Multi-site business or healthcare experience

Position Type: Full Time, Temporary (6 Months)

Pay Range: Competitive

Location: Fully Remote

Travel: 0%

Work Schedule: Monday - Friday, Regular Business Hours