Sr. FP&A Manager

Bamboo Health is the leader in Real-Time Care Intelligence™ solutions aimed at improving lives for everyone experiencing physical and behavioral health challenges. We are driven by our mission to empower clients to deliver seamless, high-quality and cost-effective care during pivotal moments to improve health outcomes. From coast to coast, Bamboo Health partners with all major retail pharmacy chains, 52 states and territories, 100% of the top 10 best hospitals and more than half of the country’s largest health plans to improve more than 1 billion patient encounters annually. Join us in improving lives during pivotal care moments! 

Summary:

The Senior FP&A Manager will report directly to the Vice President, FP&A, and serve as a key strategic partner to senior leadership. This role will lead the development and presentation of critical financial analysis, forecasts, and performance insights to inform business strategy and operational excellence.

What You’ll Do:

• Lead preparation and presentation of variance analyses comparing actual results to historical trends, budgets, and forecasts.
• Partner with senior leadership to develop, manage, and refine monthly, quarterly, and annual revenue forecasts and budgets.
• Ensure the accuracy and integrity of financial reporting by monitoring forecast performance, identifying key business drivers, and providing clear, actionable commentary.
• Support the preparation of Management Discussion & Analysis (MD&A), Board presentations, and other internal and external reports.
• Build strong relationships with business leaders, challenge assumptions when appropriate, and provide data-driven recommendations to guide decision-making.
• Develop and maintain long-term financial models to support strategic planning and scenario analysis.
• Conduct ad-hoc financial and operational analyses to evaluate business initiatives and investment opportunities.
• Continuously enhance financial processes, improve forecasting accuracy, and strengthen data integrity across systems (ERP, BI tools, and related platforms).

What Success Looks Like…

In 3 months:

• Develop a deep understanding of Bamboo Health’s business model, financial structure, and strategic priorities.
• Build strong relationships with key stakeholders across the organization to align on shared goals and priorities.
• Deliver accurate and insightful monthly and quarterly financial reporting, including detailed variance analysis and performance insights.

In 6 months:

• Demonstrate a comprehensive understanding of the key business drivers influencing Bamboo Health’s financial performance.
• Deliver high-quality ad-hoc financial analyses that effectively inform strategic and operational decision-making.

In 12 months:

• Lead and manage the company’s annual budget process, ensuring alignment with organizational goals and financial targets.
• Be recognized as a trusted strategic partner to leadership, providing proactive insights and recommendations that shape business direction.

Qualifications:

• Bachelor’s degree in Business Administration, Finance, Economics, or Accounting.
• 8+ years of progressive experience in financial planning and analysis, corporate finance, or a related field.
• Proven ability to partner effectively with stakeholders at all levels, including senior leadership.
• Highly organized with exceptional analytical, written, and verbal communication skills.
• Experience with Salesforce.com, Adaptive Planning, or NetSuite preferred, but not required.
• Demonstrated success in high-growth or rapidly evolving environments.
• Forward-thinking and curious, with a passion for leveraging new technologies, including AI-supported tools (e.g., ChatGPT, Copilot).
• Comfortable working in a remote-first environment with strong virtual collaboration skills.
• Willingness to travel periodically for team meetings or business needs. 

What You Get:

• Join one of the most innovative healthcare technology companies in the country.
• Have the autonomy to build something with an enthusiastically supportive team.
• Learn from working at the highest levels and on the most strategic priorities of the company, including from world class investors and advisors.
• Receive competitive compensation including health, dental, vision and other benefits.

Belonging at Bamboo

We Care. #BambooHealthValuesCare

Every human being has the right to the best possible healthcare. Our Real-Time Care Intelligence™ solutions enable healthcare professionals to see and treat every individual as a whole person by providing the right information, at the right time – regardless of physical, behavioral or social barriers.  

We’re a great place to work because we care. We continually seek to learn about our differences and ensure the unique perspectives and contributions of all employees are welcome, valued and celebrated.  

Our commitment to making a positive impact starts by recognizing and leveraging our differences, building inclusive teams and cultivating a sense of belonging.

Bamboo Health is proud to provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Bamboo Health GDPR/RODO

To protect our applicants from fraudulent recruitment activity, we recommend that all applicants verify the validity of an interview and hiring process by visiting our website www.bamboohealth.com. All valid job postings will be listed on our careers page. Bamboo Health does not conduct interviews via text and will not request sensitive information such as banking details during the application process.