Manager, Financial Planning & Analysis
Location: Remote
About Theoria
Theoria Medical is leading the charge in healthcare innovation and quality of care - offering a unique blend of medical excellence and technological advancement, serving the post-acute sector. Our network includes multispecialty physician services covering skilled nursing facilities across the country.
At Theoria Medical, our mission is rooted in compassion, innovation, and a commitment to excellence in senior healthcare. We prioritize integrity and transparency in all we do, fostering trust with our patients, their families, and partners. Our culture emphasizes collaboration across Theoria and partner facilities, focusing solely on patient outcomes. We operate without ego - united by a shared dedication to doing what’s right for those in our care.
About the position
We are seeking a driven and experienced professional to lead enterprise-wide reporting initiatives that drive strategic decision-making and business transformation. This role will partner closely with executive leadership and cross-functional stakeholders to deliver actionable insights, establish reporting standards, and support organizational performance objectives.
The ideal candidate will have a strong financial background, extensive experience building and managing reporting frameworks, and the ability to translate complex data into meaningful business recommendations. Success in this role requires exceptional collaboration skills, technical proficiency across multiple systems and databases, and the ability to influence business outcomes through data-driven insights.
Requirements
Required Qualifications
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, Data Analytics, or a related field; equivalent relevant experience may be considered.
- 5+ years of progressive experience in FP&A, corporate finance, business analytics, strategic finance, or enterprise reporting.
- Demonstrated experience with budgeting, forecasting, variance analysis, KPI development, financial modeling, and executive-level reporting.
- Advanced proficiency in Microsoft Excel and PowerPoint, with the ability to build accurate models, dashboards, and leadership-ready presentations.
- Experience developing scalable reporting frameworks and using business intelligence or reporting tools such as Power BI, Tableau, Looker, or similar platforms.
- Working knowledge of ERP, accounting, planning, data warehouse, and/or relational database environments; ability to partner with IT and data teams to validate reporting outputs.
- Strong analytical judgment and ability to translate complex operational and financial data into clear business insights and recommendations.
- Excellent written and verbal communication skills, including the ability to present to executive leadership and cross-functional stakeholders.
- Strong project management, attention to detail, and ability to manage multiple priorities in a fast-paced, remote environment while maintaining confidentiality and accuracy.
Preferred Qualifications
- Healthcare, physician services, or multisite operations experience.
- Prior experience leading reporting governance, process improvement, analytics transformation, or cross-functional finance initiatives.
- Experience with SQL, data modeling, or planning tools such as Adaptive, Anaplan, Vena, NetSuite Planning, Workday, Oracle, or similar systems.
- CPA, CFA, MBA, master's degree, or other relevant advanced credential.
Employee must be able to perform the essential functions of this position satisfactorily, with or without a reasonable accommodation. Theoria Medical conducts criminal background checks and pre-employment drug testing on all candidates upon acceptance of a contingent offer.
Skills Required
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, Data Analytics, or related field (or equivalent experience)
- 5+ years progressive experience in FP&A, corporate finance, business analytics, strategic finance, or enterprise reporting
- Experience with budgeting, forecasting, variance analysis, KPI development, financial modeling, and executive-level reporting
- Advanced proficiency in Microsoft Excel and PowerPoint, including building models and leadership-ready presentations
- Experience developing scalable reporting frameworks and using BI/reporting tools such as Power BI, Tableau, Looker, or similar
- Working knowledge of ERP, accounting, planning, data warehouse, and/or relational database environments; ability to partner with IT/data teams
- Strong analytical judgment and ability to translate complex operational and financial data into clear business insights and recommendations
- Excellent written and verbal communication skills, including presenting to executive leadership and cross-functional stakeholders
- Strong project management, attention to detail, and ability to manage multiple priorities in a fast-paced, remote environment while maintaining confidentiality and accuracy
- Healthcare, physician services, or multisite operations experience
- Prior experience leading reporting governance, process improvement, analytics transformation, or cross-functional finance initiatives
- Experience with SQL, data modeling, or planning tools such as Adaptive, Anaplan, Vena, NetSuite Planning, Workday, Oracle, or similar systems
- CPA, CFA, MBA, master's degree, or other relevant advanced credential
Theoria Medical Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Theoria Medical and has not been reviewed or approved by Theoria Medical.
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Retirement Support — Employer-matched 401(k) is consistently included in role descriptions for clinicians and some corporate positions. This signals structured retirement benefits alongside the core package.
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Wellbeing & Lifestyle Benefits — Professional perks such as CME funds, malpractice with tail, licensure reimbursement, company-provided tech, travel/mileage reimbursement, and a student‑loan repayment program for eligible clinicians are highlighted. Role‑specific extras like sign‑on, relocation, and referral bonuses are also described.
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Flexible Benefits — Scheduling flexibility—no nights, no call, no holidays, shorter shifts, and remote options in certain roles—is emphasized. These features indicate benefits designed to support varied work‑life preferences.
Theoria Medical Insights
What We Do
Theoria Medical is a pioneering healthcare and technology leader, dedicated to enhancing patient care across the continuum with a focus on post-acute and primary care. Our nationwide presence supports healthcare facilities with advanced services, including medical directorships, multispecialty physician services, telemedicine, remote monitoring and more. Renowned for innovation and quality, we're on a mission to refine healthcare processes and expand our impact. Join us in transforming healthcare delivery
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