Financial Planning & Analysis Manager

Summary

Join Hazel Health, a leading virtual provider of school-based healthcare, as their Financial Planning & Analysis Manager. This critical role involves managing financial planning software, developing financial forecasts and budgets, preparing executive-level reports, and leading the annual budgeting and strategic planning processes. You will build financial models, KPI dashboards, and scenario analyses, while partnering with business leaders to drive performance improvement. This remote position offers the opportunity to work with a high-impact startup and contribute significantly to Hazel's success. The ideal candidate possesses 4-6 years of experience in financial analytics and 2+ years in strategic finance at a high-growth technology or healthcare company. This role provides a rewarding opportunity with potential for rapid growth.

Requirements

• 4-6 years experience in financial analytics, forecasting and model build out
• 2+ years in strategic finance at a high growth technology start up or health care company
• Bachelor’s degree in Finance, Accounting, Economics or a related field
• Experience building out end-to-end financial models from scratch
• Excellent analytical, diagnostic and problem-solving skills
• Proficiency to develop systems’ reports, queries and forecasting models

Responsibilities

• Manage the company’s financial planning software (Anaplan), driving process improvements, enhancing reporting capabilities, and ensuring seamless workflows for business partners
• Lead the development of financial forecasts & budgets, ensuring alignment with company strategy and operational objectives
• Prepare and present executive-level financial reports and dashboards that provide clear, actionable insights to support data-driven decision making
• Take full ownership of projects and financial analysis through to final recommendations and presentations to leadership
• Lead the annual budgeting, forecasting, and long-range strategic planning processes, partnering closely with functional leaders to ensure accurate and timely submissions
• Build dynamic financial models, KPI dashboards, and scenario analyses that inform business planning decisions
• Develop strong cross-functional partnerships with business leaders, facilitating regular financial reviews and acting as a strategic thought partner to drive performance improvement
• Continuously improve financial reporting tools, forecasting methodologies, and dashboard capabilities to enhance accuracy, transparency, and usability for stakeholders
• Partner with accounting, revenue cycle management, and operational teams to ensure financial data accuracy and resolve discrepancies
• Drive initiatives to enhance forecasting accuracy, process automation, and financial systems integration

Preferred Qualifications

Experience with financial planning software, Anaplan strongly preferred

Benefits

• 401k match
• Healthcare coverage
• Paid time off
• Stock options