Financial Planning & Analysis Manager

Clarity Clinic

. Build and maintain the annual driver-based budget model tied to provider capacity, payer mix, ramp curves, and headcount plans .

Posted 10/3/2026full-timeRemote • United StatesMid-LevelSenior💰 $95,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including budget modeling, cash flow forecasting, and variance analysis. Proficient in data extraction and analysis, with strong capabilities in Power BI and Excel for financial reporting and decision-making.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Advanced Excel ModelingPower BI ExperienceData Extraction And StructuringMulti-Site Outpatient Healthcare Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Budget ModelingRolling ForecastingVariance AnalysisScenario AnalysisSensitivity TablesP&L ManagementCPT-Driven Revenue ModelsCash Flow ForecastingProvider-Level Profitability ModelingOperational Inputs Analysis

Soft Skills

Strong Written CommunicationEffective Verbal CommunicationProblem-SolvingAdaptability To Imperfect Data

Tools & Technologies

Power BIAdvancedMDRipplingCognosTableauZoho

Industry Keywords

Healthcare FinanceBehavioral HealthMedical Group OperationsPayer Mix DynamicsReimbursement Mechanics

Tech Stack

Tools & technologies

CognosTableau

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownership
Personally built and maintained a full budget and rolling forecast cycle
Ability to extract data from source systems and structure it into meaningful analysis independently
Advanced Excel modeling skills, including driver-based models, scenario analysis, and sensitivity tables
Hands-on Power BI experience preferred
Strong written communication
Comfortable operating with imperfect data and evolving processes
Experience with data systems such as Power BI, Cognos, Tableau, or Zoho
Experience with P&L, payroll, and operational inputs
AdvancedMD experience is a significant plus
Multi-site outpatient healthcare, behavioral health, or medical group background is a strong differentiator
Familiarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics
Experience working alongside or translating outputs from data science or analytics teams
Rippling or comparable HRIS/payroll system experience
Ability to maintain confidentiality of financial, operational, and patient-adjacent data
Ability to communicate effectively in written and verbal form
Ability to talk, hear, communicate effectively, stand, walk, sit, use a keyboard, and occasionally lift or move up to 25 pounds

Benefits

Comp & perks

Bonus target: 10%
Fully remote work
Full comprehensive benefits package including health, dental, vision, EAP services and more
Monthly Wellness Reimbursement
401k match up to 4%
Opportunities for growth and professional development
15 days of accrued PTO
Up to 5 sick/wellness days