Strategic Finance Manager

The Strategic Finance Manager combines core FP&A with forward-looking strategic finance. This person completes the budget, forecast, variance narrative, site P&Ls, and reporting packages, and builds the models behind decisions on new sites, service lines, payer rates, and provider compensation. Reporting to the Controller, this role explains what the numbers mean and what to do next. It also serves as the finance business partner to department heads. This is a hands-on modeling role, not a chief of staff role.

Duties/Responsibilities

FP&A Core

• Build and complete the annual budget with department heads, using a driver-based model tied to provider capacity, payer mix, ramp curves, and headcount.
• Maintain the rolling monthly forecast, updating revenue, expense, and cash projections, and surface risks and opportunities 60 to 90 days ahead.
• Build and maintain site-level P&Ls and provider productivity analysis.
• Own the provider and PA demand models and recommended hiring triggers for CEO approval.
• Provide hiring timing, spend pacing, and collection assumptions to the Controller's 13-week cash forecast.

Strategic Finance & Decision Support

• Build pro formas for de novo sites and leases, and service-line economics for PHP/IOP, TMS, and Spravato.
• Model provider-level profitability (revenue, collections, utilization, and allocated costs) and provider compensation structures.
• Analyze payer rate changes, capital planning scenarios, and incentive plan design.
• Turn executive questions into models and recommendations quickly.

Reporting & Business Partnering

• Complete the monthly variance narrative and P&L bridge once the Controller locks the trial balance, for Controller review.
• Present the P&L bridge in the monthly operating review.
• Build and complete board and lender reporting packages for Controller review and sign-off, and present them alongside the Controller.
• Serve as the front door for department data and reporting requests. Hold regular check-ins and monthly budget reviews with department heads, and lead site P&L reviews with Center Operations Managers.
• Maintain clear definitions for core financial KPIs so finance and operations use the same language.
• Define financial dashboard requirements for the Data & Analytics team, covering provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit, and write the commentary.
• Pull and structure data from AdvancedMD, Rippling, the general ledger, and Clarity's data platform to answer questions without waiting for a clean dataset.
• Track budget against actual and committed spend across all payment channels.

Systems & Close Support

• Support the Sage Intacct implementation from the planning side, including cost center design, budget loading, and budget-versus-actual reporting.
• Support the close with accrual inputs and flux review of the P&L and balance sheet before the Controller locks the trial balance.

Qualifications and Minimum Requirements

• Bachelor's degree in finance, accounting, economics, or a related field
• 5+ years of progressive experience in FP&A, strategic finance, investment banking, consulting, or transaction advisory, including at least 2 to 3 years in an operating FP&A role (6 to 10 years ideal)
• Personally owned an annual budget end to end, with department or site owners providing inputs
• Personally owned a rolling forecast maintained monthly and presented to an executive team
• Personally owned monthly variance analysis, including explaining results to non-finance leaders
• Personally owned a unit or site-level P&L model, ideally with ramp or maturity curves
• Personally owned KPI definitions and a recurring reporting package
• Personally built and presented at least one board or lender package
• Personally built an operating model, not just maintained someone else's
• Working knowledge of accrual accounting and comfort working closely with actuals
• Advanced Excel modeling: driver-based models, scenario analysis, and sensitivity tables
• Experience as a business partner to operational leaders
• Strong written communication and a clear point of view

Preferred

• Investment banking, consulting, or transaction advisory experience
• Multi-site healthcare services, behavioral health, or PE-backed healthcare background
• AdvancedMD experience
• Familiarity with payer mix and CPT-driven revenue
• Power BI familiarity sufficient to direct dashboard work
• Experience during an ERP transition
• MBA, CFA, or CPA (optional)