Financial Planning & Analysis Manager

Summary

Join myPlace Health as their new FP&A Manager and make a significant impact on the financial strategy of a dynamic integrated care delivery startup. Reporting to the Senior Director of Accounting, you will build, scale, and improve FP&A processes, supporting vital organizational initiatives. You will contribute to budgeting, forecasting, KPI development, financial reporting, and strategic finance projects. This role offers the chance to think creatively and strategically within a unique healthcare model focused on older adults. If you are passionate about serving seniors and driving meaningful change in a fast-paced, collaborative environment, this is the ideal opportunity for you.

Requirements

• Be deeply passionate about serving high-risk seniors and frail older adults, with a commitment to making a meaningful impact on their lives
• Excel in dynamic, undefined “zero to one” environments, and be not afraid to roll up your sleeves to drive diverse projects, processes, and deliverables
• Bring 5+ years of experience in a similar role, coupled with relevant education such as a certification, Bachelor’s, or Master’s degree in fields like business, accounting, finance, economics, math, or healthcare administration
• Have experience in finance, accounting, or corporate finance roles, particularly within venture-backed startups, private equity, investment banking, or other high-growth environments
• Be a critical thinker with a knack for driving qualitative and quantitative analysis to solve strategic business challenges
• Build strong, collaborative relationships across teams and functions, and be adept at influencing senior stakeholders
• Be comfortable developing Excel models from scratch and auditing or adapting existing financial models with confidence and precision
• Take initiative, work independently to address challenges, and know when and how to escalate issues effectively
• Be an expert in MS Excel and PowerPoint, leveraging these tools to create impactful financial analyses and presentations

Responsibilities

• Develop and implement comprehensive FP&A policies, processes, procedures, and infrastructure that support our teams across all functions and markets, ensuring a seamless flow of financial planning and analysis
• Lead the preparation of actuals vs. budget reporting and analysis, providing stakeholders with actionable insights to support informed decision-making
• Spearhead ad hoc strategic finance projects to uncover key performance drivers of our business and care models, enabling leaders to make impactful and data-driven decisions
• Craft and deliver comprehensive financial reports, dashboards, and presentations that clearly communicate critical financial metrics and trends to diverse stakeholders
• Partner on the development of forward-thinking financial strategies and plans that align with our organization’s long-term vision and goals
• Work closely with cross-functional teams to ensure their financial strategies align with and support our broader organizational objectives
• Contribute to the establishment of robust internal controls within the FP&A department, fostering accountability and operational excellence
• Embrace additional opportunities and responsibilities as needed, actively participating in the continued growth and success of the organization

Preferred Qualifications

• Have familiarity with health plan and healthcare provider financial fund flows, Medicare Advantage, and Medicaid managed care
• Have prior experience building or scaling FP&A functions at a high-growth healthcare organization

Benefits

• Competitive Incentive Plan: Performance-based incentive plan that is beyond the industry standard
• Growth and feedback opportunities: Enjoy two performance reviews each year (if applicable), designed to support your professional development and celebrate your contributions to our team's success!
• Preparing you for retirement: 401k with Employer match
• Medical Plans to fit your needs: Your choice of 6 medical plans, with premium coverage of up to 80% for employees and 75% for all dependents
• Ancillary benefits to meet your other needs: Dental and vision plans to meet your needs of you and your dependents; health savings account, flexible spending accounts, short- and long-term disability coverages, as well as basic life insurance. myPlace is also proud to offer accident, hospital indemnity, and critical illness benefits for our team
• Generous time off: PTO starting at 20 days per year; plus 12 paid holidays per year, and 2 floating holidays per year
• Professional Development top of mind: Generous CME/CEU budget and time off, and professional development opportunities
• Making your home office comfortable: A one-time stipend towards setting up your home office, if applicable
• Family friendly environment: Family friendly policies, including paid new parent leave and new child care stipend