FP&A Manager

FP&A Manager 

Location: Remote, United States 

Reports To: SVP, Finance 

Team: Finance 

Compensation Range: $120000 - $140000

About Private Health Management 

Private Health Management guides patients and families through the chaos and complexity of serious medical care, for cancer and beyond. As an independent advocate and trusted partner during healthcare’s most challenging moments, our team of experts work alongside physicians to orchestrate the best treatment, advocacy, and support to deliver measurably better outcomes. 

Everyone deserves great care. We make sure they get it. 

About the Role 

Private Health Management is seeking a highly motivated, analytically strong FP&A Manager to help build and scale our financial planning and analysis capabilities during a period of significant growth. Reporting to the SVP of Finance, this highly visible role will strengthen our budgeting and forecasting processes, modernize financial reporting and analytics, and serve as a trusted business partner to leaders across the organization. 

The ideal candidate is a versatile, hands-on finance professional who thrives in a fast-paced and dynamic environment.  They can operate well in ambiguity, creates structure where it does not yet exist, and combines exceptional attention to detail with strong business judgment. This person will play a critical role in transitioning financial planning from manual spreadsheets to scalable systems, helping business leaders understand financial performance and make informed decisions. This is an opportunity to help shape a growing Finance function, work closely with senior leadership, and expand responsibilities as the business scales. 

What You'll Accomplish 

• Build a disciplined planning and forecasting rhythm. Establish reliable monthly forecasting and budgeting processes in Workday Adaptive Planning, improving forecast quality, consistency, and accountability across the organization. 

• Empower business leaders to own their financial performance. Develop effective expense and headcount planning partnerships, providing stakeholders with clear, timely visibility into their budgets and forecasts through accessible dashboards and actionable analysis. 

• Modernize financial reporting and analytics. Build scalable reporting capabilities that support internal leadership and board reporting, connect financial results and KPIs to forward-looking forecasts, and reduce dependence on manual spreadsheet processes. 

• Strengthen the Finance function for scale. Introduce practical process improvements, automation, and AI-enabled workflows while fostering strong collaboration across Finance and the broader business. 

How You'll Spend Your Days 

Financial Planning, Forecasting & Modeling 

• Coordinate monthly forecasting and annual budgeting processes, including operating expense and headcount planning, using Workday Adaptive Planning. 

• Maintain and improve integrated three-statement financial forecasts, connecting income statement, balance sheet, and cash flow assumptions. 

• Partner closely with Accounting to incorporate monthly actuals, understand variances, and ensure financial reporting informs forward-looking forecasts. 

Business Partnership & Financial Insights 

• Serve as a primary Finance partner to departmental leaders, helping them understand budgets, manage spending, evaluate hiring plans, and make informed operating decisions. 

• Independently engage senior stakeholders, ask thoughtful questions, challenge assumptions constructively, and translate financial insights into practical recommendations. 

Reporting, Analytics & Process Improvement 

• Coordinate monthly financial and KPI reporting packages for executive leadership and board reporting. 

• Develop dashboards and analytical tools that improve financial visibility, highlight performance drivers, and support timely decision-making. 

• Improve the use of Workday Adaptive Planning and reporting tools, replacing manual workarounds with repeatable, scalable processes. 

• Leverage AI and automation to streamline analysis, reporting, and recurring Finance workflows. 

What You Bring to the Table 

Required Qualifications