FP&A Manager

Posted 2 Days Ago
Hiring Remotely in USA
Remote
120K-140K Annually
Senior level
Healthtech
The Role
The FP&A Manager will lead budgeting, forecasting, and integrated three-statement modeling while partnering with business leaders on financial performance, expenses, headcount, and operating decisions. The role will modernize reporting, develop dashboards, coordinate executive and board reporting, improve Workday Adaptive Planning processes, and introduce automation and AI-enabled workflows. The manager will collaborate with Accounting and senior stakeholders to strengthen scalable financial planning and analysis capabilities.
Summary Generated by Built In

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 

  • Approximately 5–7 years of relevant FP&A or corporate finance experience, including strong financial analysis, forecasting, budgeting, and integrated three-statement financial modeling capabilities. 
  • Experience using a financial planning platform, such as Workday Adaptive Planning or a comparable system, and demonstrated ability to improve financial processes and reporting. 
  • Proven success partnering with business leaders, communicating financial information clearly, and influencing decisions across organizational levels without direct authority. 
  • A hands-on, resourceful approach to problem-solving, with the ability to operate independently, navigate ambiguity, create structure, and recognize when to collaborate or escalate. 

Nice to Have 

  • Experience in healthcare, healthcare technology, or a high-growth business, particularly within a scaling Finance organization. 
  • Direct experience with Workday Adaptive Planning, including forecasting models and dashboard development. 
  • Advanced Excel capabilities and experience using AI or automation to improve financial workflows. 
  • A degree in finance, accounting, or another quantitative discipline. 

Compensation 

The target base salary for this position is $120000 - $140000

This base salary is only a part of a total compensation package that also includes: health/dental/vision benefits, annual cash incentive program, 401k with match, flexible PTO, PHM for PHM (our services for you and your dependents) and other benefits. Individual pay may vary from the target range as a number of factors including market forces, experience, location, disparities in market data and other relevant business considerations may all factor into final compensation. 

Location 

This is a remote role requiring that you live in and physically perform all work in the United States. 

Next Steps 

Private Health Management is a remote company with employees across the United States. If your application is selected for next steps, you’ll hear from a member of our recruiting team about the interview process, which may include conversations with the hiring manager, peers, and department leaders, conducted virtually by Zoom or phone. 

PHM may use AI-enabled tools at certain points in the recruiting process to help us review candidates consistently and give more qualified applicants an opportunity to be considered beyond their resume. AI tools may support parts of the process, but they do not make hiring decisions. All hiring decisions are made by human reviewers. 

Have a quick question about the role or our process? Email [email protected] or simply apply here.  

Anticipated Pay Range
$120,000—$140,000 USD

Skills Required

  • 5-7 years of relevant FP&A or corporate finance experience
  • Strong financial analysis, forecasting, budgeting, and integrated three-statement financial modeling capabilities
  • Experience using a financial planning platform such as Workday Adaptive Planning or a comparable system
  • Ability to improve financial processes and reporting
  • Experience partnering with business leaders and communicating financial information clearly
  • Ability to influence decisions across organizational levels without direct authority
  • Hands-on, resourceful problem-solving approach
  • Ability to operate independently, navigate ambiguity, create structure, and determine when to collaborate or escalate
  • Experience in healthcare, healthcare technology, or a high-growth business
  • Direct experience with Workday Adaptive Planning, including forecasting models and dashboard development
  • Advanced Excel capabilities
  • Experience using AI or automation to improve financial workflows
  • Degree in finance, accounting, or another quantitative discipline
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The Company
HQ: Los Angeles, CA
283 Employees
Year Founded: 2007

What We Do

Private Health Management's team of clinical, research and care management experts provide unparalleled access to the best doctors, diagnostics and treatments to find the best of what’s possible in medicine. From routine and preventative care to serious or complex conditions, our integrated clinical approach and proprietary resources deliver more accurate diagnoses, optimal treatments and better outcomes that consistently improve, extend, and save lives. Our deep and trusted relationships allow us to gain access and expertly navigate the complex healthcare system on behalf of our clients. By maintaining independence from all providers and payors, we keep our members’ interests at the heart of every care decision. We serve as a committed healthcare champion working directly with individuals and families and with businesses that provide our services to their employees as a premium benefit

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