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 KlopfensteinAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $100,000 - $135,000 per yearA 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 DetailsThe 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 & KPIsForecast accuracy, budget-to-actual variance, revenue conversion metrics, gross margin by service line, operating expense leverage, cash flow efficiency, and project profitabilityTools & SystemsCRM Platform | Advanced Excel | BI Tools (e.g., Power BI, Tableau)Interested in hearing more? Easy Apply now by clicking the "Quick 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.Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy}