Financial Planning and Analysis Manager

Manager, Financial Planning and Analysis

Discovery Point Retreat is a fast-growing, multi-location healthcare services business dedicated to providing accessible, reliable, and effective behavioral health treatment options. Our mission is to support clients and their loved ones through every stage of recovery, fostering an environment that promotes healing and personal growth.

Our culture embodies excellence, innovation, and compassion. We believe in making recovery an enjoyable journey and continuously strive for improvement. Our team values agility, adapting quickly to evolving needs, and celebrates every victory in our clients progress.

Currently, based in Dallas, Texas, Discovery Point Retreat recently secured new financing from Eagle Capital Health Ventures and Prospect Capital. An expanded and entrepreneurial team is now actively working to build a multi-state presence.

Position Overview

90% remote and 10% in-person with travel expenses covered

The Manager, Financial Planning and Analysis (FP&A) will play a crucial role in driving financial strategy and decision-making at Discovery Point Retreat. Reporting directly to the CFO and working closely with the CEO and senior management team, this position will be instrumental in shaping the financial future of our rapidly expanding organization. This position may be performed remote, although some travel is required.

Key Responsibilities

1. Financial Planning and Forecasting

- Develop and maintain comprehensive financial models and forecasts

- Lead the annual budgeting process and periodic reforecasts

- Analyze variances between actual and Plan results, providing insights and

recommendations

2. Performance Analysis and Reporting

- Prepare and present regular financial reports and KPIs for senior management and the

Board of Directors

- Conduct in-depth analysis of financial and operational metrics across multiple locations

- Identify trends, opportunities, and risks to support strategic decision-making

3. Strategic Support

- Provide financial analysis and support for strategic initiatives, including expansion plans

and new service offerings

- Collaborate with department heads to develop financial strategies aligned with

organizational goals

- Assist in evaluating potential mergers, acquisitions, and partnerships

4. Process Improvement

- Continuously enhance financial planning and analysis processes to improve efficiency

and accuracy

- Implement best practices in financial modeling and forecasting

- Leverage technology to automate and streamline reporting and analysis

5. Cross-functional Collaboration

- Work closely with Finance, Operations, and other departments to ensure data integrity

and alignment of financial information

- Partner with IT to improve financial systems and data infrastructure

- Support the CFO in investor relations and external reporting activities

Qualifications

- Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred

- 5 years of progressive experience in financial planning and analysis, preferably in

healthcare or a multi-location service industry

- Strong analytical skills with expertise in financial modeling and forecasting

- Proficiency in advanced Excel, financial planning software, and business intelligence tools

- Excellent communication and presentation skills, with the ability to convey complex

financial information to non-financial stakeholders

- Proven track record of driving process improvements and implementing best practices

- Strong leadership skills with the ability to influence and collaborate across all levels of

the organization

Values Alignment

The ideal candidate will embody Discovery Point Retreat's core values:

- Kindness: Foster a supportive and empathetic work environment

- Innovation: Continuously seek new ways to improve financial processes and insights

- Agility: Adapt quickly to changing business needs and market conditions

- Drive: Demonstrate passion and commitment to excellence in all aspects of financial

management

Join us in our mission to transform lives and create lasting impacts in our communities

through effective financial leadership and strategic decision-making.