Manager of Financial Planning and Analysis
On-siteDallas, Texas, United States
Job Summary
Lead operational FP&A and own the organization's recurring management reporting process by developing budgeting and forecasting capabilities, establishing assumptions, and creating scalable processes for future planning cycles. Build financial models to support strategic initiatives, cost-saving measures, and revenue optimization while monitoring KPIs, financial trends, and operational metrics to identify improvement opportunities. Provide variance analysis and insights into financial performance, identifying risks and opportunities for executive and operational leaders. Establish clear, scalable processes, documentation, and quality standards that improve efficiency, consistency, and continuity across the FP&A function. Balance competing priorities, proactively communicate risks or delays, and ensure commitments are completed accurately and on time. Own the end-to-end monthly and quarterly management reporting process, including data validation, variance analysis, management commentary, and leadership review. Develop clear, executive-ready dashboards, operating reviews, and financial presentations that communicate the business story, key risks, opportunities, and recommended actions.
Required Qualifications
- Bachelor's degree in Finance, Accounting, or a related field
- 5–7 years of progressive FP&A, healthcare finance, or financial analysis experience
- demonstrated ownership of recurring reporting deliverables
- demonstrated ownership of complex cross-functional projects
- Strong proficiency in financial modeling
- Strong proficiency in forecasting
- Strong proficiency in data analysis
- Advanced Microsoft Excel skills
- strong proficiency across the Microsoft Office suite
- Excellent written and verbal communication and presentation skills
- ability to translate complex financial information into clear, concise messages for varied audiences
- Strong interpersonal skills
- ability to build credibility
- ability to work effectively across Operations, Accounting, Data, and executive leadership teams
- Proactive
- accountable
- highly dependable
- strong work ethic
- sound judgment
- attention to detail
- willingness to take ownership from problem identification through resolution
- Comfortable operating in a fast-paced, evolving environment
- ability to prioritize effectively
- ability to adapt to changing needs
- ability to maintain accuracy under tight deadlines
- Strong problem-solving and analytical skills
- intellectual curiosity
- continuous-improvement mindset
Desired Qualifications
- MBA or CPA
- experience in healthcare finance
- experience within a physician MSO environment
- understanding of the nuances of physician practice management
- understanding of reimbursement models
- understanding of operational efficiency
- Familiarity with financial planning
- Familiarity with ERP
- Familiarity with business intelligence platforms (e.g., NetSuite, CUBE, Tableau, or Power BI)
- Familiarity with EHR
- Familiarity with practice management
- Familiarity with revenue cycle management systems
- Experience with physician-practice financial management
- Experience with multi-site reporting
- Experience with operational performance analysis
- Prior experience in an MSO
- Prior experience in a private equity-backed healthcare group
- Prior experience in a multi-site physician practice
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