What are the responsibilities and job description for the Senior Manager Financial Planning & Analysis position at Pinnacle Search Partners?
One of our favorite CFO clients is creating a new Sr. Manager of FP&A role. This is a great role for someone who seeks both a compelling mission and a strong FP&A-minded CFO mentor! The ideal candidate for this role is strategic, data-driven, and can play a critical role in driving financial and operational performance. This Manager will be a key member of a strong finance team and will provide support to a dispersed and growing multi-site healthcare services network.
Our client is a high-growth PE-backed, mission-focused consumer healthcare services organization. Our Senior Manager of FP&A will serve as a key finance business partner to operational leadership, providing financial insights and analytics to support decision-making. This role will lead monthly operating reviews for operating regions to drive field financial planning, field performance management, monthly performance analytics, monthly action planning, and decision support. There is a great opportunity here to build out new capabilities and make an impact!
Duties & Responsibilities
Financial Planning & Analysis
- Establish a reporting cadence with functional leaders, providing support for decision-making and implementing processes to drive accountability for plans, budgets, and forecasts.
- Conduct variance analysis, identifying trends, risks, and opportunities.
- Develop scenario modeling to assess financial outcomes of operational decisions.
- Support leadership in developing action plans and initiatives to course-correct when necessary.
- Perform insurance payor analysis to evaluate reimbursement trends and payer mix impact.
- Conduct pricing and gross margin analysis to optimize revenue and profitability.
- Perform direct cost and service mix analysis to improve financial efficiency.
- Support the creation of an annual operating plan and maintain budget/forecasting.
- Conduct research and financial analysis for new market expansion and new site performance analysis to guide strategic growth.
Performance Management & Business Partnership
- Lead monthly operating reviews for all operating regions to drive financial planning and performance management.
- Drive field financial planning, monthly performance analytics, action planning, and decision support.
- Serve as a strategic finance partner to operational leadership, providing data-driven insights.
- Partner with home office leaders and their teams to establish a monthly cadence of P&L reviews to stay on track with financial performance goals.
- Develop and interpret financial and operational KPIs to monitor performance.
- Work with Accounting leadership to ensure accurate and timely financial reporting.
M&A and Strategic Initiatives
- Support M&A analysis and integration, assessing financial impact and synergy opportunities.
- Assist in financial modeling and due diligence for potential acquisitions.
Requirements & Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA preferred).
- 5 years of experience in corporate finance, FP&A, private equity, investment banking, management consulting, or transaction advisory services.
- Experience leading financial planning and performance management processes.
- Strong financial modeling and data analysis skills.
- Proficiency in Excel, SQL, Power BI, and financial planning software.
- Experience in healthcare finance, multi-location services, or private equity-backed situations is a plus.
- Strong problem-solving and consultative skills.
- Ability to work long hours and manage tight deadlines in a fast-paced environment.
