Manager – Financial Planning and Analysis

Finni Health, a rapidly growing company (400% YoY growth, nearing profitability, backed by General Catalyst), is seeking a Financial Planning and Analysis Manager with deep FP&A expertise to strengthen our financial planning engine and support our continued scale. We’re transforming ABA clinics by empowering providers to grow sustainably while delivering exceptional patient care.

About the Role

As a Manager - Financial Planning and Analysis, you will be a core partner in shaping Finni Health’s financial strategy and operating framework. This high-visibility role works directly with the Head of Finance and CEO, influencing decisions that drive company-wide performance. You will own and evolve our driver-based operating model, lead key forecasting processes, deliver financial insights, and ensure accurate, timely visibility into revenue, receivables, and cash flow. You will execute sophisticated financial modeling and due diligence to drive capital raising efforts and strategic M&A transactions.

This role is ideal for someone with Investment Banking, Private Equity, Venture Capital, Series B+, Big 4 Valuation, or MBB experience—someone who can immediately jump into complex modeling, bring depth to financial analysis, and elevate Finni’s financial rigor as we scale.

Key Responsibilities

FP&A, Budgeting & Forecasting

• Spearhead the enterprise-wide planning process, ensuring the driver-based operating model is accurate, scalable, and capable of withstanding board scrutiny.

• Lead the annual budgeting and quarterly re-forecasting cycles, transforming static budgets into dynamic tools for accountability.

• Deliver investor-grade monthly reporting packages, providing clear variance analysis and "management discussion & analysis" (MD&A) style commentary for the Board.

Capital Markets & Fundraising

• Orchestrate the quantitative execution for capital raise, partnering with the CEO and Head of Finance to structure the financial narrative and pitch materials.

• Own the multi-year operating model specifically for investor diligence, demonstrating scenario-based paths to profitability, capital deployment efficiency, and growth velocity.

• Manage the financial data room and due diligence process, fielding complex Q&A from VCs regarding cohort retention, unit economics, and burn multiples.

• Model various capital structure scenarios and develop sophisticated "use of funds" models to guide post-raise capital allocation, ensuring alignment between investment and growth KPIs.

Strategic Finance & Decision Support

• Develop scenario models to assess new markets, operational strategies, pricing changes, and growth initiatives.

• Evaluate potential partnership and M&A opportunities, including market sizing, financial diligence, synergy analysis, and integration modeling.

• Conduct ad hoc modeling and analysis across departments, ensuring financial alignment with company priorities.

Finance Operations & Accounting Support

• Ensure financial data is "audit-ready" for external diligence, partnering with Accounting to validate historical actuals and reconcile key drivers.

• Partner with Revenue Cycle Management (RCM) to rigorously track cash realization, acting as the bridge between accrual revenue and operating cash flow.

• Help productize standardized templates, turnkey reporting suites, and automated workflows for clinic-level forecasting.

About You

• 3+ years of experience in Investment Banking, Private Equity, Venture Capital, MBB consulting, or Big 4 Transaction Advisory. You have "lived in the model" and understand the intensity of a deal process.

• 5+ years of relevant industry experience.

• Participated in equity capital raise, M&A transactions, or complex due diligence processes. You know the nuances of a Data Room and how to anticipate investor questions before they are asked.

• Bachelor’s degree in Finance, Accounting, Economics, or related field. Master’s or Professional certifications like CFA or CPA preferred.

• Experience owning or building an operating model - granular internal model and narrative-driven investor or board model.

• Excel advanced user (Index/Match, array formulas, sensitivity tables, data model, Power Query). Experience with SQL.

• Solid understanding of accounting principles, 3-statement modeling, and revenue recognition.

• Excellent analytical abilities; comfortable working with large, complex datasets.

• Clear, concise communicator capable of presenting to senior leadership.