Clarity Clinic

Financial Planning and Analysis

• Build and maintain the annual driver-based budget model tied to provider capacity, payer mix, ramp curves, and headcount plans
• Lead the rolling monthly forecast for revenue, expenses, and cash projections
• Surface risks and opportunities 60–90 days ahead
• Own cash flow forecasting in partnership with the VP, focusing on hiring timing and spend pacing
• Extract, clean, and structure data from AdvancedMD, Rippling, and other systems
• Analyze data and provide the VP with conclusions, implications, and recommended next steps
• Identify emerging questions and trends before they become visible to the broader business
• Deliver monthly variance analysis with written operational narratives
• Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit
• Produce forward-looking, decision-ready board and executive reporting packages
• Build pro formas for new locations, service lines, and provider compensation structures
• Model provider-level profitability, including revenue, collections, utilization, and allocated costs
• Produce scenario models for payer reimbursement changes, capital decisions, and incentive plan design
• Partner with the Data Scientist to translate demand forecasting and capacity outputs into financial projections and planning assumptions
• Maintain clear definitions for core KPIs across finance and operations
• Perform other related duties as assigned

Financial Planning & Analysis Manager

Controller

• Own the monthly, quarterly, and annual close calendar, including task assignment, review, and on-time delivery
• Prepare and review journal entries, accruals, reconciliations, and supporting schedules
• Produce monthly financial statements for each legal entity and consolidated results, with variance analysis against budget and prior period
• Deliver a reviewed close package to the Vice President of Finance within the agreed number of business days after month end
• Maintain the chart of accounts, entity structure in the general ledger, and departmental and site-level reporting segments
• Design, document, and maintain internal controls over financial reporting
• Maintain written accounting policies and procedures
• Research and document technical accounting positions under GAAP, including revenue recognition, leases, and provider compensation accruals
• Identify control gaps and reporting risks and recommend remediation to the Vice President of Finance
• Coordinate the annual financial audit or review, including the PBC list, schedules, and auditor questions
• Coordinate federal, state, and local tax filings with external tax advisors
• Maintain fixed asset, lease, and debt schedules and related disclosures
• Support compliance with laws and regulations affecting financial operations
• Oversee accounts payable, vendor onboarding, expense reimbursement, and corporate card review
• Perform and review daily and weekly cash reconciliation and support short-term cash forecasting
• Own payroll accounting, including journal entries, accruals, multi-entity allocation, and reconciliation
• Partner with Billing and Reimbursement on cash receipts, patient refunds, and allowance and reserve estimates
• Support the annual budget and periodic reforecast led by the Vice President of Finance
• Build and maintain financial models and ad hoc analyses
• Partner with the FP&A Manager to reconcile operational reporting and financial results
• Own the accounting system of record and its integrations
• Pull and validate payroll and headcount data from Rippling
• Reconcile financial data sourced from AdvancedMD
• Identify and implement process automation to shorten the close and reduce manual handling
• Report to the Vice President of Finance and partner with Billing and Reimbursement, Operations, People, and site leadership