Financial Planning & Analysis Manager - Clinic Finance & Business Partner

About Finni Health

Finni Health is building the operational and technology infrastructure that powers the next generation of behavioral healthcare. We partner with ABA clinic owners to help them build thriving practices while improving access to care for children and families.

Since launching, Finni has grown 400%+ while approaching profitability and is backed by world-class investors including General Catalyst.

As we continue to grow, we're focused on building the financial systems, analytics, and automation that allow the company — and every practice we support — to grow efficiently. This role sits at the center of those efforts.

About the Role

We're looking for a FP&A Manager to own the financial performance of a portfolio of clinics — the go-to finance partner for forecasting, monthly performance, gross margin, and the payments practice owners rely on.

This is a high-ownership, high-impact role. You'll work closely with Practice Success Managers, practice owners, and company leadership; build the templates and AI-powered automations that scale our finance function; and turn analysis into realized P&L improvement. You won't just build the model and hand it off — you'll drive the outcome and be accountable for it.

If you enjoy owning a P&L end-to-end, building with AI, and seeing your recommendations turn into measurable margin improvement, this role is for you.

What You'll Do

Own your portfolio: forecasting, reporting & insights

• Serve as the primary point of contact for all forecasting and financial-performance questions across your portfolio of clinics.

• Build and maintain clinic-level projections; prepare monthly reporting with variance analysis and commentary that gives practice owners clear visibility into performance and opportunities.

• Identify the key drivers of utilization, revenue, and cost across your portfolio; surface trends, anomalies, and risks — and turn them into insights people act on.

Practice-owner payments

• Produce and own the recurring practice-owner payment calculations and payment runs, ensuring accuracy and on-time delivery.

• Reconcile owner payments to clinic P&L performance and underlying revenue/collections data; investigate and resolve discrepancies.

• Document and standardize the payment methodology so it scales as new clinics onboard.

Gross margin & COGS optimization

• Analyze gross margin and COGS at the clinic and service-line level — staffing utilization, cost structure, COGS cleanup — to identify efficiency opportunities for your portfolio.

• Quantify the margin impact of proposed changes and track realized improvement.

Business partnering

• Partner closely with Practice Success Managers to drill deeper into clinic analysis and jointly own clinic outcomes.

• Act as a trusted financial advisor to independent practice owners; explain financial concepts in plain language.

• Influence without authority — drive change across a decentralized network of owner-operators.

Action planning & performance improvement

• Go beyond analysis: build actionable improvement plans and drive them from problem definition through execution and measurable results.

• Work directly with owners and Practice Success Managers to execute — own the outcome, not just the recommendation.

AI & process automation

• Use AI coding agents (Claude Code, Codex, and similar) to build the financial models, reports, and automations we use internally and send to practice owners.

• Ship like an engineer: work in GitHub — branch, open pull requests, merge to main - and deploy fixes and improvements to our finance tooling.

• Automate the manual work out of our processes - identify and ship improvements that make reporting and forecasting faster and more scalable.

• Use AI-assisted tools daily for analysis, modeling, and automation to raise both throughput and insight quality.

• Continuously document, measure, and improve P&L processes as the business grows.

Qualifications

• 4+ years in FP&A, corporate finance, investment banking, consulting, or a similarly analytical role.

• Advanced Excel / Google Sheets financial-modeling skills; solid grasp of the three financial statements and how they connect.

• You know how to build with AI agents, with a basic working knowledge of GitHub, Python, and software development fundamentals.

• Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related field (or equivalent practical experience).

We're Looking For Someone Who Is

• High agency — proactive, resourceful, and able to operate independently. You fix what's broken without waiting to be asked.

• Competitive, with relentless follow-through — you play to win and stay on a problem until the result shows up in the numbers.

• An owner: self-directed, detail-oriented, and comfortable carrying end-to-end deliverables on a lean team.

• A strong written and verbal communicator who can explain financial concepts to non-finance stakeholders like clinic owners.

• Comfortable with startup ambiguity and a fast-changing environment.

Nice to Have

• Multi-site / multi-unit P&L experience (healthcare, veterinary, dental, retail, hospitality, franchise).

• Healthcare, ABA/behavioral health, or MSO/DSO experience.

• Franchise or partner/owner-facing experience.

• Experience building business cases and driving margin/COGS improvement.

• You build with AI coding agents and ship like an engineer — writing code, opening pull requests, merging to main, and deploying fixes.

• Working knowledge of SQL and databases, Python, GitHub, and software development fundamentals.

What This Role Is Not

• Not a heads-down, build-the-model-and-hand-it-off seat — roughly half the job is partnering with practice owners and Practice Success Managers to drive change.

• Not a pure accounting or month-end close role.

• Not a big-company FP&A seat with narrow scope and established process — you'll help write the playbook.

Why Finni

• Meaningful problems in behavioral healthcare — your work helps expand access to autism care for children and families.

• Real trajectory: 400%+ growth, approaching profitability, backed by General Catalyst.

• Ownership from day one on a lean, execution-focused team — your work visibly moves clinic P&Ls.

• Build an AI-native finance skillset — agentic modeling, automation, and reporting — that most FP&A teams won't touch for years.

• An AI-forward finance function: you'll build with the newest agentic tools, not just spreadsheets.

• Supportive but high-expectation culture — we move with speed and intention.

• Stock options: equity in what you build.

How to Apply

In your application, tell us about a time you didn't just analyze a problem — you drove the fix. What did you do, who did you have to bring along, and what was the quantified result?

Finni Health is an equal opportunity employer. We consider qualified applicants without regard to any characteristic protected by applicable law. Reasonable accommodations are available throughout the hiring process.