Financial Planning and Analysis Manager

Overview

The FP&A Manager will serve as a key business partner to Finance leadership and operational leaders, supporting financial planning and business decision-making through financial modeling, forecasting, budgeting, reporting, and performance analysis. 

The FP&A Manager will support the budgeting and forecasting processes, develop actionable insights from financial and operational data, and provide analysis and recommendations that help drive business performance. This position reports to the SVP of Finance and works closely with department leaders and key stakeholders across the organization. 

Responsibilities

• Support the annual budgeting process and periodic forecast cycles, ensuring alignment with business and operational objectives. 

• Develop, maintain, and enhance financial models supporting revenue, expense, cash flow, and EBITDA forecasting. 

• Perform variance analyses, identify key financial and operational drivers, and provide actionable insights and recommendations. 

• Partner with business leaders to support financial planning, operating plans, performance metrics, and business decision-making. 

• Prepare and deliver financial and operational reporting packages for Finance leadership and key stakeholders. 

• Support scenario analysis, forecasting, and long-range planning activities to evaluate business opportunities and risks. 

• Support strategic initiatives through financial analysis, business case development, performance measurement, and ongoing tracking. 

• Collaborate with Finance and Accounting teams to support accurate financial reporting. 

• Recommend improvements to planning, forecasting, and reporting processes. 

• Provide financial analyses and recommendations to support business and operational decision-making. 

Qualifications

• 6+ years of progressive experience in FP&A, corporate finance, accounting, or a related field. 

• Experience supporting budgeting, forecasting, financial reporting, and business analysis. 

• Strong financial modeling and analytical skills. 

• Advanced proficiency in Excel and PowerPoint. 

• Experience with ERP and financial planning systems (NetSuite, Axiom, or similar). 

• Strong understanding of financial statements, cash flow, budgeting, and forecasting.  

• Experience supporting business leaders and cross-functional teams.

• Background in SaaS, healthcare, higher education, OPM, or other relevant industries preferred. 

• Bachelor's degree in Finance, Accounting, or a related field required.

  • MBA, CFA, CPA, or other advanced certification preferred. 

About

Confluent Health, LLC and its affiliates are equal opportunity employers committed to building a diverse and inclusive workforce. We do not discriminate based on race, color, religion, sex, sexual orientation, gender (including pregnancy, childbirth, or related medical conditions), gender identity or expression, national origin, marital status, age, disability, veteran status, or other applicable legally protected characteristics. If you need assistance or would like to request an accommodation due to a disability, please contact us at [email protected].