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Senior Financial Planning and Analysis Manager
athenahealth. Build, lead, and mentor a high-performing FP&A team .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in financial planning and analysis, including budgeting, forecasting, and financial modeling. Proven ability to lead and mentor finance teams while providing data-driven insights to support executive decision-making.
Highest-signal resume keywords
Financial Planning And AnalysisFinancial Modeling Using ExcelTeam Leadership And MentoringExecutive CommunicationProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BudgetingForecastingFinancial AnalysisData IntegrityVariance AnalysisCapacity ModelingAnalytical SkillsAttention To DetailMicrosoft ExcelFinancial Reporting
Soft Skills
Exceptional CommunicationOrganizational SkillsProactive MindsetTeam PlayerAbility To Multitask
Tools & Technologies
OracleAnaplanMicrosoft Office
Certifications & Qualifications
Bachelor’s DegreeMBA
Industry Keywords
FP&AExecutive LeadershipBusiness PartneringInvestment InitiativesService Lines
Tech Stack
Tools & technologiesOracle
About the role
Key responsibilities & impact- Build, lead, and mentor a high-performing FP&A team
- Own annual budgeting, long-range planning, and rolling forecasts across multiple service lines, departments, or business units
- Drive best practices and process improvements in forecasting, reporting, and data integrity
- Develop and maintain financial and capacity models for investment initiatives, product lines, cost centers, and/or companies
- Prepare and present monthly financial reporting packages, variance analyses, and executive-level dashboards
- Report to and support the CEO/CFO, Executive Leadership Team, and Board of Directors
- Lead initiatives to reimagine FP&A workflows with AI
- Serve as the primary business partner to executive and operational leaders
- Provide financial analysis and data-driven insights to support decision-making
- Perform other duties as assigned
Requirements
What you’ll need- Eight to ten years of progressive finance experience
- Bachelor’s degree in related field (MBA a plus)
- Proven supervisory experience
- Experience mentoring and developing high-performing finance teams
- Exceptional analytical and financial modeling skills using Excel
- Strong understanding of finance and accounting
- Excellent Microsoft Office skills, primarily Excel
- Exceptional communication and executive presence
- Ability to synthesize complex data into clear and actionable insights
- Knowledge of Oracle and/or Anaplan a plus
- Attention to detail and accuracy
- Strong organizational skills
- Proactive, self-starter, results-oriented, and team-player mindset
- Ability to work in a fast-paced, demanding environment and multitask
- Ability to work with confidential information and maintain strict confidentiality
- Ability to maintain poise and a sense of humor in stressful situations
- Willingness and ability to work extra hours if necessary
Benefits
Comp & perks- Annual discretionary bonus plan (role eligibility dependent)
- Variable compensation plan (role eligibility dependent)
- Equity plans (role eligibility dependent)
- Health and financial benefits
- Commuter support
- Employee assistance programs
- Tuition assistance
- Employee resource groups
- Collaborative workspaces
- Flexible work arrangements and work-life balance support
- Digital collaboration tools
- Company events, including book clubs, external speakers, and hackathons
- Learning-focused company culture
- Engaged team support
- Inclusive environment