Finance Manager

At LifeStance Health, we strive to help individuals, families, and communities with their mental health needs. Everywhere. Every day. It’s a lofty goal; we know. But we make it happen with the best team in mental healthcare.

Thank you for taking the time to explore a career with us. As the fastest growing mental health practice group in the country, now is the perfect time to join our team!

LifeStance Health Values

• Belonging: We cultivate a space where everyone can show up as their authentic self.

• Empathy: We seek out diverse perspectives and listen to learn without judgment.

• Courage: We are all accountable for doing the right thing - even when it's hard - because we know it's worth it.

• One Team: We realize our full potential when we work together towards our shared purpose.

ROLE OVERVIEW:

We are seeking an experienced and highly independent Finance Manager to serve as a strategic partner to multiple Regional Vice Presidents of Practice Operations. This role plays a critical part in driving profitable growth for LifeStance Health by delivering compelling financial analysis that informs key regional decisions. The Finance Manager will take a lead role on cross-functional projects and teams, and will be recognized as a specialist in complex business and technical matters.

Core responsibilities include financial planning and analysis, monthly forecasting, annual and five-year strategic planning, performance reporting, and report-building. The role also involves enhancing financial models and planning systems, providing decision support analytics, and driving improvements in financial processes and tools. Success in this position requires a proactive mindset, strong leadership skills, and the ability to navigate and communicate sophisticated financial concepts with clarity and confidence.

Consistent with LifeStance’s values, every member of the LifeStance team is expected to support each other and the mission, which may mean participating in projects and initiatives and performing functions and responsibilities not specifically outlined in this job description.

Compensation: $120,000 - $147,000/annually, plus annual bonus potential

RESPONSIBILITIES:

Planning & Forecasting

• Play a key role in the company’s annual and long-range planning and forecasting processes, coordinating with key business partners and stakeholders Drive profitable growth by improving visibility, forecasting, consolidation and analysis of results and key metrics while advising key business partners on insights and opportunities

• Develop a deep understanding of key financial and operational drivers across the organization and leverage that acumen to effectively predict and describe future periods

• Engage with finance and business leadership across all areas of the Company to deliver timely and robust planning content, explanatory power, insights for action, and process improvement

• Management Reporting & Analysis

• Prepare clear, accurate and in-depth financial analyses in support of monthly reporting packages, quarterly close materials, and other management reporting cycles

• Prepare succinct and clear executive presentations that simplify complex topics, often with time sensitive deliverables

• Ensure data integrity and drive consistent and accurate reporting of Finance data across the organization

• Lead and coordinate ad hoc requests from company leadership and business partners

Financial Systems/Modeling

• Support ownership of Planful, the company’s financial planning tool, and identify/implement opportunities for enhancing financial models, input templates, data hierarchies, etc.

• Maintain system updates, enhancements, and data integrations

• Collaborate with various stakeholders in creating reports that pull data from multiple sources

Leadership & Collaboration

• Develop partnerships with stakeholders throughout organization to further results for regional business partners

• Drive cross-functional alignment on finance processes and planning, and collaborate across teams to improve data quality and speed of reporting

• Actively seek opportunities to improve tools and processes

• Effectively manage numerous projects at a given time in a fast-paced environment

• Ensure the highest level of effectiveness and continued skill development of the Finance Business Partners team.

SKILLS & EXPERIENCE

• Bachelor’s degree in accounting, finance, or relevant field; MBA, CPA, or other relevant qualifications preferred.

• 5+ years of relevant experience as manager of finance or similar role required

• In-depth knowledge of corporate finance and accounting principles, laws, and best practices; strong understanding of GAAP, financial statements, both internal and external, and financial modeling.

• Advanced Excel and PowerPoint abilities, PowerQuery, and PowerPivot required

• Experience with financial planning software, Planful or Adaptive administration required

• Excellent organizational and leadership skills.

• Outstanding communication and interpersonal abilities; strong executive presence and ability to communicate clearly with senior executives and finance partners.

• Superior analytical and problem solving skills, with demonstrated intellectual and analytical rigor as well as experience resolving complex business problems with well-structured analytics; ability to provide strategic thought leadership.

• Strong process and change management orientation, including managing systems and stakeholders.

• Strong data visualization skills and familiarity with BI tools and Management Reporting systems.

• Qualified candidates must be legally authorized to be employed in the United States.

• LifeStance is an EEO/Affirmative Action Employer and does not discriminate on the basis of age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability or any other legally protected status.

• Demonstrates awareness, inclusivity, sensitivity, humility, and experience in working with individuals from diverse ethnic backgrounds, socioeconomic statuses, sexual orientations, gender identities, and other various aspects of culture.

PHYSICAL REQUIREMENTS

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable

• accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to sit, stand, bend, talk and hear. The employee is frequently required to walk. The employee must be able to lift and/or move objects up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

LifeStance provides the compensation range and benefits that it in good faith believes it might pay and/or offer for this position. LifeStance reserves the right to ultimately pay more or less than the posted range and offer additional benefits and other compensation, depending on circumstances not related to an applicant’s sex or other status protected by local, state, or federal law.

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LifeStance is an equal opportunity employer. We celebrate diversity and are fully committed to creating an inclusive work environment for all our employees. Learn more about Diversity, Equity and Inclusion at LifeStance.

Benefits
As a full-time employee of LifeStance Health, the following benefits are offered: medical, dental, vision, AD&D, short and long-term disability, and life insurance. Additional benefits include a 401k retirement savings with employer match, paid parental leave, paid time off, holiday pay and an Employee Assistance Program.