Manager - Financial Planning and Analysis

• Put Patients First
• Empower Entrepreneurial Provider and Care Teams
• Operate with Integrity & Excellence
• Be Innovative
• Work As One Team

What You'll Do

• Lead annual budgeting, monthly forecasting, and multi-year financial planning, including development of financial models for strategic and operational decision-making.
• Perform variance analysis and partner with business leaders to assess performance, identify drivers, and support operational planning.

Financial Reporting & Business Insights

• Oversee monthly financial reporting, dashboards, and executive presentations communicating business performance.
• Analyze results across business segments to identify trends, risks, and opportunities, delivering actionable insights to senior leadership.

Strategic Analysis & Decision Support

• Lead ad hoc financial analyses to support strategic initiatives, operational improvements, and investment decisions.
• Develop advanced financial models and business cases, including ROI, sensitivity, scenario analysis, and time studies, in collaboration with cross-functional teams.

Data Analytics & Process Improvement

• Advance FP&A analytical capabilities through enhanced financial modeling, analytics, and reporting tools.
• Drive process improvements, automation, and data accuracy in partnership with data and technology teams.

Team Leadership & Development

• Provide leadership, mentorship, and oversight to FP&A team members while fostering analytical rigor and continuous improvement.
• Support professional development through coaching, project ownership, and exposure to strategic financial initiatives.

Qualifications

• Bachelor's degree 
• At least 7 years of relevant financial planning and analysis experience, preferably within a complex or multi-entity environment. 
• Prior experience leading projects or supervising analysts strongly preferred. 
• Advanced proficiency in Microsoft Excel and PowerPoint required. 
• Experience working with large datasets and financial modeling required. 
• Experience with MS-SQL, Power BI, or other business intelligence tools preferred. 
• Healthcare industry experience preferred

• Have strong experience in budgeting, forecasting, and financial modeling, and can translate financial data into clear, actionable business insights.
• Partner effectively with cross-functional leaders, communicating financial concepts clearly to both financial and non-financial stakeholders.
• Enjoy analyzing data to identify trends, risks, and opportunities while taking initiative to improve processes, reporting, and analytics.
• Thrive in a fast-paced environment, managing multiple priorities while leading projects and mentoring team members.

Environmental Job Requirements and Working Conditions

• Our organization follows a hybrid work structure where the expectation is to work both in office and at home on a weekly basis. The office is located at 1668 S Garfield Avenue, Alhambra, CA 91801 
• The total compensation target pay range for this role is: $120,000 - $140,000 USD. The salary range represents our national target range for this role.