Job Description

FP&A Manager

We are seeking a highly analytical and strategic FP&A Manager to support financial planning, performance analysis, and strategic initiatives across the organization. This role will play a key part in driving financial insights, supporting executive decision-making, and partnering with leadership on growth initiatives, including M&A activity.

Key Responsibilities

Financial Planning & Analysis

• Lead the annual budgeting process, quarterly forecasting, and long-range financial planning
• Develop and maintain robust financial models to support business decisions and strategic initiatives
• Analyze financial performance, including variance analysis, KPIs, and operational drivers
• Prepare and present monthly reporting packages to senior leadership and investors

Strategic Finance & Business Partnering

• Partner with operational leaders to provide actionable financial insights and recommendations
• Support key strategic initiatives, including growth planning, service line expansion, and cost optimization
• Build dashboards and reporting tools to track performance across business units and locations

M&A and Due Diligence

• Support mergers, acquisitions, and integration activities, including financial modeling and valuation analysis
• Perform financial due diligence, including quality of earnings, revenue analysis, and cost structure assessments
• Assist in post-acquisition integration, tracking synergies and performance against deal models

Reporting & Controls

• Collaborate with accounting to ensure accuracy of financial reporting and alignment with forecasts
• Support audit processes and ensure compliance with internal controls and financial policies
• Improve and automate financial reporting processes and systems

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)
• 5+ years of experience in FP&A, investment banking, consulting, transaction advisory, or public accounting
• Experience with financial due diligence , M&A , and/or financial audit
• Strong financial modeling and analytical skills with advanced Excel proficiency
• Experience working with or supporting private equity-backed organizations preferred

The ideal candidate brings a strong foundation in FP&A along with experience in financial due diligence, audit, consulting, investment banking, or transaction advisory. Prior exposure to healthcare services , particularly investor-backed physician practice management (PPM) organizations and/or ambulatory surgery centers (ASCs) , is strongly preferred.

Key Competencies

• Strong business acumen and strategic thinking
• Excellent communication and presentation skills
• Ability to manage multiple priorities in a fast-paced environment
• High attention to detail with a proactive, problem-solving mindset
• Collaborative approach with the ability to influence cross-functional stakeholders
• Prior experience in healthcare services , particularly:
• Physician Practice Management (PPM)
• Ambulatory Surgery Centers (ASCs)

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