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Clarity Clinic

Financial Planning & Analytics Manager

Corporate Finance & FP&APosted on Nov 13
Full-timeRemote in USA

About the Job

Requirements

  • At least 3 years of experience in financial planning and analysis, strategic finance, or financial modeling, with progressively increasing ownership.
  • Personally built and maintained a full budget and rolling forecast cycle.
  • Ability to extract data from source systems and structure it into meaningful analysis independently.
  • Advanced Excel modeling skills, including driver-based models, scenario analysis, and sensitivity tables.
  • Strong written communication to explain financial findings and recommended actions.
  • Ability to work in environments with imperfect data and developing processes.
  • Experience with data systems such as Power BI, Cognos, Tableau, or Zoho; Power BI is not required.
  • Some experience with profit and loss, payroll, or operational inputs.
  • Ability to build, maintain, and update driver-based financial models, including annual budgets, rolling forecasts, and cash flow projections, producing accurate and documented work independently.
  • Proficiency extracting, cleaning, and structuring data from AdvancedMD, Rippling, and Power BI.
  • Working knowledge of CPT-driven revenue models, payer mix dynamics, reimbursement mechanics, provider ramp curves, and collections performance.
  • Ability to build pro formas, scenario models, and provider-level profitability analyses supporting new-location evaluation, provider compensation design, and capital investment decisions.
  • Ability to build and maintain Power BI dashboards and produce forward-looking, narrative-driven reporting packages accessible to non-financial stakeholders.
  • Ability to produce accurate, assumption-tested models, identify root causes of variances, validate drivers, and stress-test outputs.
  • Ability to connect financial insights to operational and growth strategy and proactively model decisions and surface risks.
  • Ability to communicate complex financial findings clearly in writing and verbally, translating analysis into actionable recommendations.
  • Ability to take end-to-end responsibility for forecast quality, reporting accuracy, and follow-through.
  • Ability to work across departments to align metrics, definitions, and accountability, including clear role boundaries with data science partners.
  • Ability to operate with imperfect or evolving data and improve processes and definitions over time.
  • Ability to maintain confidentiality of financial, operational, and patient-adjacent data in accordance with policy and applicable regulatory requirements, and integrity in financial reporting and modeling.

Responsibilities

  • Build and maintain the annual driver-based budget model using operational assumptions, including provider capacity, payer mix, ramp curves, and headcount plans.
  • Lead the rolling monthly forecast, updating revenue, expense, and cash projections and identifying risks and opportunities 60–90 days ahead.
  • Own cash flow forecasting in partnership with the Vice President, with attention to hiring timing and spending pace.
  • Extract data from AdvancedMD, Rippling, and other systems to answer business questions without waiting for a prepared dataset.
  • Analyze data, structure findings clearly, and present conclusions and recommendations to the Vice President.
  • Identify emerging questions and trends and anticipate business problems.
  • Deliver monthly variance analysis with a written narrative explaining the operational context.
  • Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit.
  • Produce forward-looking, decision-ready board and executive reporting packages.
  • Build pro formas for new locations, service lines, and provider compensation structures.
  • Model provider-level profitability using revenue, collections, utilization, and allocated costs.
  • Produce scenario models for payer reimbursement changes, capital decisions, and incentive plan design.
  • Extract, clean, and connect data from AdvancedMD, Rippling, and other sources into Power BI reporting.
  • Partner with the Data Scientist to translate demand-forecasting and capacity outputs into financial projections and planning assumptions.
  • Maintain clear definitions for core organizational key performance indicators so finance and operations use consistent metrics.
  • Perform other related duties as assigned by the supervisor.

Desired Qualifications

  • Hands-on experience building and maintaining Power BI dashboards.
  • Experience with AdvancedMD.
  • Background in multi-site outpatient healthcare, behavioral health, or a medical group.
  • Familiarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics.
  • Experience working alongside data science or analytics teams or translating their outputs.
  • Experience with Rippling or a comparable human resources information system or payroll system.

About the Company

Clarity Clinic

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