Manager, Financial Planning & Analysis

Role Scope: 

We are looking for a Manager of Financial Planning & Analysis (FP&A) to act will serve as a critical finance partner to the business setting in financial plans, tracking performance against plan, and surfacing actionable insights to drive prioritization of initiatives, investment of resources, and future strategic planning and forecasting. Responsibilities for the role will include: 

• Budgeting and Forecasting: 

• Support the annual budgeting and re-forecasting process in collaboration with functional and executive leadership. 

• Analyze financial results to provide variance explanations and recommend corrective actions when necessary. 

• Headcount Planning: 

• Partner with leadership to plan and forecast headcount needs and organizational design, ensuring resource alignment with business growth. 

• Monitor workforce costs and provide insights into labor efficiency and resource utilization. 

• Financial Reporting and Analysis: 

• Partner with accounting and functional leads to execute and continuously improve standardized monthly reporting processes. 

• Develop and maintain dashboards and other reporting tools to track key performance indicators (KPIs). 

• Assist in the preparation and submission of regulatory reporting packages. 

• Strategic Financial Support: 

• Prepare and submit detailed financial models, business cases, and investment analyses to inform decision-making. 

• Surface insights into operational trends and identify opportunities for growth and cost optimization. 

• Process Improvement: 

• Drive process improvements and automation within FP&A to increase efficiency and data accuracy. 

• Collaborate cross-functionally to ensure alignment and consistency in financial processes and reporting. 

Experience that drives success in this role: 

• 3-5+ years of experience and at least 2+ years in an FP&A, corporate finance, or strategic finance role in a healthcare provider or health plan environment. 

• Data-driven mindset with strong analytical skills to track performance metrics and drive improvements. 

• A fundamental understanding of cash flow, its relationship to profitability and how it moves in and out of the business  

• Extensive knowledge of Excel; Experience with Enterprise Financial Planning systems (e.g., Netsuite, Sage Intacct). 

• Comfort with ambiguity and change often experienced in a startup environment. 

• Aligns with our purpose and our values, and is excited about living those out in daily practice   

Compensation:  

We consider an individual’s qualifications, skillset, and experience in determining a final rate of pay. The expected annual salary range for this role is $124,000- $140,000 and is a bonus-eligible position. The actual offer will be at the company’s sole discretion and determined by relevant business considerations, including the final candidate’s qualifications, years of experience, skillset, and geographic location. 

Our Commitment to Diversity, Equity, and Inclusion: 

Habitat Health is an Equal Opportunity employer and is committed to creating a diverse and inclusive workplace. Habitat Health applicants are considered solely based on their qualifications, without regard to race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity, gender expression, sexual orientation, marital status, military or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), or other status protected by applicable law. 

Habitat Health is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Habitat Health will take steps to provide people with disabilities and sincerely held religious beliefs with reasonable accommodations in accordance with applicable law.  Accordingly, if you require a reasonable accommodation to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact us at careers@habitathealth.com. 

Beware of Scams and Fraud 

Please ensure your application is being submitted through a Habitat Health sponsored site only. Our emails will come from @habitathealth.com email addresses. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission by selecting the ‘Rip-offs and Imposter Scams’ option: https://reportfraud.ftc.gov/#/.