Manager, Financial Planning and Analysis

Reposted 3 Days Ago
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New York City, NY, USA
Hybrid
120K-150K Annually
Senior level
Healthtech • Information Technology • Productivity • Software
The Role
Lead FP&A for a growing healthcare startup: own budgeting and reforecast cycles, build revenue/headcount/expense models, deliver monthly reporting and variance analysis, support strategic planning, investor/board materials, evaluate FP&A tools, and manage multi-entity cash flow systems while partnering with department heads and external accounting resources.
Summary Generated by Built In

Manager, Financial Planning and Analysis at Duet

About Duet : Duet is on a mission to transform primary care by empowering nurse practitioners (NPs) to own and operate their practices. By providing NPs with tailored products and services within a supportive setting, Duet is building the nation’s largest network of NP-owned practices, driving better outcomes for patients and communities.

Role Overview

We're looking for our first dedicated finance hire to scale up our finance functions. In this role, you'll be a key financial partner to the business, owning our budgeting process, building the models that drive strategic decisions, and turning complex data into clear narratives for leadership. As an early finance generalist, you’ll work with internal and external resources across accounting, investor reporting and revenue cycle management.

This is an ideal role for someone who thrives in a fast-moving environment, loves digging into the numbers, and is equally comfortable building a bottoms-up forecast as presenting to an executive audience. Understanding we’re a small team, you’ll likely wear many hats that go beyond this job description.

What You’ll Do

  • Own the annual budgeting process and quarterly reforecasting cycles across the business

  • Build and maintain financial models covering revenue, headcount, and operating expenses

  • Develop and deliver monthly reporting packages with variance analysis and actionable commentary for senior leadership

  • Partner with department heads to provide ongoing financial support, budget tracking, and scenario planning

  • Support long-range planning and strategic initiatives, including board materials and investor reporting

  • Evaluate and implement financial planning tools when ROI is there (Pigment, Mosaic, Adaptive, Anaplan, or similar)

  • Work across multiple business entities and build systems to track and manage flow of funds (you will moonlight as a controller)

What You Bring

  • 4–6 years of experience in FP&A, investment banking, or a related finance role; healthcare or high-growth tech experience strongly preferred

  • Strong financial modeling skills and Google Sheets proficiency

  • Fluency building agentic workflows using AI tools (Claude preferred)

  • Experience with financial planning tools (Pigment, Mosaic, Adaptive, Anaplan, or similar) is a plus

  • Ability to distill complex financial information into clear, concise insights for non-finance audiences

  • Comfortable working independently in a dynamic, ambiguous environment

Who Will Thrive Here

  • People passionate about making a difference in healthcare and having a direct impact on vulnerable patient population

  • Sharp financial minds who enjoy building and executing on process

  • Self-starters who will seek out problems and solve them with cross-functional buy-in

  • Low-ego teammates who take an ownership mentality to everything they encounter

The salary range for this role is $120,000-$150,000 per year plus equity. This role is hybrid based out of NYC.

Skills Required

  • 4-6 years experience in FP&A, investment banking, or related finance role
  • Strong financial modeling skills
  • Google Sheets proficiency
  • Fluency building agentic workflows using AI tools (Claude preferred)
  • Experience with financial planning tools (Pigment, Mosaic, Adaptive, Anaplan, or similar)
  • Experience owning annual budgeting and quarterly reforecasting processes
  • Experience developing monthly reporting packages with variance analysis for senior leadership
  • Ability to distill complex financial information into clear insights for non-finance audiences
  • Comfortable working independently in a dynamic, ambiguous environment and wearing multiple hats
  • Experience working across multiple business entities and tracking/managing flow of funds (controller responsibilities)
  • Experience with board materials and investor reporting
  • Healthcare or high-growth tech experience
Am I A Good Fit?
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The Company
9 Employees
Year Founded: 2015

What We Do

Duet is a healthcare technology company focused on bringing exceptional caregivers into the senior home care industry and managing health plan and payor relationships.

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