Financial Planning & Analysis (FP&A) Manager

About This Role

Are you ready to make a meaningful impact and be part of something extraordinary? This role offers a unique opportunity for a mission-driven professional to shape the financial strategy and lead the FP&A function in a dynamic, integrated care delivery startup. As a key member of our team, you’ll report directly to the Senior Director of Accounting and play an essential role in building, scaling, and continuously improving our FP&A processes.

Your contributions will support vital organizational initiatives such as budgeting and forecasting, KPI development and tracking, financial reporting, and strategic finance projects. Beyond the numbers, you’ll have the chance to think creatively and strategically across all aspects of our innovative “payvidor” healthcare model, which blends payment and care delivery to transform how older adults experience care.

If you’re energized by the opportunity to drive meaningful change, support older adults to age gracefully in their homes and communities, and bring financial excellence to life in a fast-paced, collaborative environment, we’d love to welcome you to the team!

• Build and Enhance Financial Foundations: Develop and implement comprehensive FP&A policies, processes, procedures, and infrastructure that support our teams across all functions and markets, ensuring a seamless flow of financial planning and analysis.
• Analyze and Report Performance: Lead the preparation of actuals vs. budget reporting and analysis, providing stakeholders with actionable insights to support informed decision-making.
• Drive Strategic Financial Projects: Spearhead ad hoc strategic finance projects to uncover key performance drivers of our business and care models, enabling leaders to make impactful and data-driven decisions.
• Present Financial insights: Craft and deliver comprehensive financial reports, dashboards, and presentations that clearly communicate critical financial metrics and trends to diverse stakeholders.
• Shape Long-Term Strategies: Partner on the development of forward-thinking financial strategies and plans that align with our organization’s long-term vision and goals.
• Foster Collaboration Across Teams: Work closely with cross-functional teams to ensure their financial strategies align with and support our broader organizational objectives.
• Strengthen Internal Controls: Contribute to the establishment of robust internal controls within the FP&A department, fostering accountability and operational excellence.
• Contribute to Organizational Growth: Embrace additional opportunities and responsibilities as needed, actively participating in the continued growth and success of the organization.

• Mission-Driven Mindset: You are deeply passionate about serving high-risk seniors and frail older adults, with a commitment to making a meaningful impact on their lives.
• Thrives in Ambiguity :You excel in dynamic, undefined “zero to one” environments, and you’re not afraid to roll up your sleeves to drive diverse projects, processes, and deliverables.
• Professional Experience: Ideally, you bring 5+ years of experience in a similar role, coupled with relevant education such as a certification, Bachelor’s, or Master’s degree in fields like business, accounting, finance, economics, math, or healthcare administration.
• Healthcare and Finance Expertise: You have experience in finance, accounting, or corporate finance roles, particularly within venture-backed startups, private equity, investment banking, or other high-growth environments. Familiarity with health plan and healthcare provider financial fund flows, Medicare Advantage, and Medicaid managed care is highly valued.
• Analytical Excellence: You’re a critical thinker with a knack for driving qualitative and quantitative analysis to solve strategic business challenges.
• Relationship Builder: You build strong, collaborative relationships across teams and functions, and you’re adept at influencing senior stakeholders.
• Financial Modeling Mastery: You are comfortable developing Excel models from scratch and auditing or adapting existing financial models with confidence and precision.
• Independent Problem-Solver: You take initiative, work independently to address challenges, and know when and how to escalate issues effectively.
• FP&A Leadership: Prior experience building or scaling FP&A functions at a high-growth healthcare organization is a strong advantage.
• Technical Proficiency: You’re an expert in MS Excel and PowerPoint, leveraging these tools to create impactful financial analyses and presentations.