Financial Planning and Analysis Manager

Summary

Join Eleanor Health as their Financial Planning and Analysis Manager and contribute to the company's financial planning, forecasting, and decision-making processes. This role involves leading annual budgeting and re-forecasting, preparing financial performance reports, working with cross-functional teams to evaluate business performance, supporting growth planning through scenario modeling, and improving financial systems and processes. The ideal candidate will have 5+ years of experience in FP&A, strong financial modeling skills, advanced proficiency in Excel or Google Sheets, and excellent communication skills. This position offers a competitive salary, bonus, and a comprehensive benefits package. The role will be a critical thought partner to the CFO and executive team, guiding Eleanor’s financial planning in alignment with its mission and growth. Eleanor Health is a mission-driven organization focused on delivering whole-person, comprehensive care for people affected by addiction.

Requirements

• 5+ years of progressive experience in FP&A, corporate finance, investment banking, private equity or strategy consulting
• Proven expertise in financial modeling, forecasting, and performance analysis
• Advanced proficiency in Excel and/or Google Sheets; experience with financial planning tools is a plus
• Strong communication and presentation skills; comfortable distilling complex analyses into clear insights
• Detail-oriented, intellectually curious, and highly organized with a proactive approach to problem-solving

Responsibilities

• Forecasting & Budgeting: Lead annual budgeting and regular re-forecasting processes in collaboration with department leads; maintain financial models and ensure alignment with company strategy
• Financial Reporting & Analysis: Prepare monthly and quarterly financial performance reports, including variance analysis and KPI tracking; deliver insights to senior leadership to support strategic decisions
• Strategic Business Partnering: Work cross-functionally with teams (e.g., Clinical Ops, People, Tech, Growth) to evaluate business performance, assess financial impact of new initiatives (e.g., provider capacity optimization, patient engagement levers, RCM improvements), and optimize resource allocation
• Scenario Modeling: Support growth planning and operational decision-making through dynamic scenario and sensitivity analyses (e.g., market expansion, hiring plans including provider capacity and demand planning, unit economics)
• Systems & Tools: Help implement and improve financial systems, dashboards, and processes to enhance forecasting accuracy and team efficiency
• Board & Investor Materials: Support the preparation of financial content for board meetings, investor updates, and other stakeholder communications

Preferred Qualifications

• Experience in healthcare - especially provider organizations - or in startups/ mission-driven environments is a strong plus
• Familiarity with SQL or data visualization tools (e.g., Tableau) is a plus

Benefits

• Generous PTO policy - unplug, relax, and recharge!
• 9 observed company holidays + 3 floating holidays- We encourage you to use the additional 3 floating holidays to accommodate personal beliefs/practices
• Wellness Days - In lieu of “Sick Time” which typically applies only when you are ill, we encourage you to proactively manage your overall wellbeing, both physical and mental, as well as the wellbeing of those who play important roles in your life
• Fully covered medical and dental insurance plan, with affordable vision coverage - We are a health first company, and we strive to make our plans affordable and accessible
• 401(k) plan with 3% match - We are excited to be able to support the long-term financial well-being of our team in a way that reinforces Eleanor’s commitment to equity
• Short-term disability - We understand that things happen, we want you to feel comfortable to take time to get better
• Long Term Disability - Picks up where Short Term Disability leaves off (employee paid)
• Life Insurance - Both Eleanor and employee-paid options are available
• Family Medical Leave - Eleanor Health’s Paid Family & Medical Leave (“PFML”) is designed to provide flexibility and financial peace of mind for approved family and medical reasons such as the birth, adoption, or fostering of a child, and for serious health conditions that you or a family member/significant other might be facing
• Wellness Perks & Benefits- Mental Health is important to us and we want our employees to have the accessibility you deserve to talk things through, zen with a mindfulness app, or seek assistance from health advocates
• Mindfulness App Reimbursement
• The total target compensation range for this position is $120,000 - 140,000 +10% bonus