Financial Planning & Analysis Manager

Summary

Join Twin Health as their Financial Planning & Analysis Manager and play a critical role in driving financial reporting, planning, and operational efficiency. Reporting to the VP of Finance, you will provide crucial financial insights, analysis, and forecasting to support strategic decision-making. Key responsibilities include leading the annual budgeting process, conducting financial analysis of KPIs, preparing financial reports for senior leadership and investors, and partnering with cross-functional teams to improve financial processes. You will also lead monthly financial reviews, manage the FP&A platform, and support due diligence processes for potential mergers and acquisitions. This hybrid role is based in New York City and offers a competitive compensation package.

Requirements

• Bachelor's degree in a related field
• 5+ years of progressive experience in Financial Planning & Analysis, with a strong background in corporate finance, budgeting, forecasting, and financial modeling
• Advanced proficiency in Microsoft Excel, ERP, and financial planning software (preferably Netsuite and Datarails)
• Strong understanding of GAAP and financial reporting principles
• Excellent analytical, problem-solving, and communication skills, with the ability to present complex financial information clearly and concisely to diverse audiences
• Proven ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced, dynamic environment
• This hybrid opportunity is based out of our New York City office
• Applicants must be authorized to work for any employer in the U.S
• We are unable to sponsor or take over sponsorship of an employment Visa at this time

Responsibilities

• Co-lead the annual budgeting process and development of rolling financial forecasts with Twin’s Manager of Strategic Finance, collaborating with various department heads to ensure accuracy and alignment with company objectives
• Conduct in-depth financial analysis of key performance indicators (KPIs), operational trends, and business initiatives to identify risks, opportunities, and areas for strategic improvement
• Prepare detailed financial reports, including monthly, quarterly, and annual performance analyses, for senior leadership and investors
• Partner with cross-functional teams to improve financial processes, implement FP&A best practices, and enhance reporting capabilities
• Lead monthly financial review process with senior leadership and department heads, highlighting variances, trends, and strategic recommendations
• Manage and optimize Twin’s FP&A platform, Datarails, to ensure timely, accurate, and insightful reporting for key stakeholders
• Manage operational interface with Twin’s accounting team for all monthly, annual, and quarterly close processes
• Deliver actionable insights and strategic recommendations to support cost efficiencies, revenue growth, and long-term financial health
• Support due diligence processes and financial integration for potential mergers, acquisitions, or partnerships
• Additional duties as required

Benefits

• The compensation range for this position is $140,000-$150,000 annually
• A competitive compensation package in line with leading technology companies
• As a remote friendly company we are committed to providing opportunities for all who join to further build relationships, increase cross-functional collaboration, and celebrate our accomplishments
• Opportunity for equity participation
• Unlimited vacation with manager approval
• 16 weeks of 100% paid parental leave for delivering parents; 8 weeks of 100% paid parental leave for non-delivering parents
• 100% Employer sponsored healthcare, dental, and vision for you, and 80% coverage for your family; Health Savings Account and Flexible Spending Account options
• 401k retirement savings plan