Financial Planning and Analysis Manager

General Summary

Advanced RX Management is looking for an FP&A Manager to serve as a key financial partner to our Revenue Cycle Management (RCM) team, while also supporting the CFO on company-wide forecasting, budgeting, and investor reporting. Reporting to the VP of Finance/BI, this role is primarily responsible for understanding and interpreting financial and operational data — and what it means for the business — then communicating those insights clearly to RCM leadership, budget owners across the company, and executive management. This is an individual-contributor role focused on owning analysis and processes rather than managing people, and it is best suited to someone who thinks critically about what data is telling them, communicates confidently with senior leaders, and is comfortable serving as a connective point across finance, RCM, and client-facing teams.

Primary/Key Essential Functions & Responsibilities 

• Serve as the primary FP&A partner to the Revenue Cycle Management team, translating billing, collections, and AR data into clear insight on business performance.
• Interpret data and reporting provided by the BI/data team, identifying what trends, variances, and outliers mean for RCM operations and the broader business.
• Manipulate and analyze data in Excel — building models, summaries, and ad hoc analyses from data already extracted or provided by BI and other systems.
• Own the recurring FP&A reporting cycle for RCM, including budgeting, forecasting, variance analysis, and KPI tracking.
• Assist the CFO with monthly financial forecasting and budgeting.
• Assist the CFO with investor meeting preparation and financial modeling.
• Hold monthly meetings with budget leaders across the company to review budget-vs-forecast performance.
• Assist the Director of Client Services with meetings with clinic partners, providing data and financial context as needed.
• Build clear, executive-ready analyses and presentations that translate financial and operational data into actionable recommendations.
• Identify trends, risks, and opportunities in revenue cycle performance and proactively bring them to leadership's attention.
• Partner with the BI/data team to ensure the data and reports needed for financial analysis are accurate, timely, and well-structured.
• Continuously improve FP&A processes and reporting supporting the RCM organization and the broader business.

Education and/or Experience and Qualifications

Bachelor's degree in Finance, Accounting, Business, or a related field preferred; equivalent experience will be considered in place of a degree.

Required Qualifications, Knowledge, Skills & Abilities

• 6+ years of progressive experience in FP&A, financial analysis, or a related finance role.
• Strong Excel skills — able to manipulate, model, and analyze data, including reshaping data provided in formats that don't perfectly fit the question at hand.
• Demonstrated ability to interpret data and translate it into clear business insight and recommendations, not just report numbers.
• Experience building financial models and supporting forecasting/budgeting processes at the company or executive level.
• Excellent written and verbal communication skills, with experience presenting to executive management, investors, or other senior stakeholders.
• Comfortable leading recurring meetings with multiple stakeholders (e.g., budget-vs-forecast reviews with department leaders).
• Strong business acumen and comfort working cross-functionally with finance, RCM, client services, and BI/data teams.

Preferred Qualifications, Knowledge, Skills & Abilities

• Experience in healthcare, pharmacy, or revenue cycle management is a plus.
• Prior experience supporting investor relations, board reporting, or executive-level financial presentations.
• SQL experience is a plus, though not required — this role is not responsible for extracting data directly from source systems.
• Experience with NetSuite or similar ERP systems.
• Prior experience owning or leading processes and projects, even without formal people-management responsibility.

Standard Specifications

This job description describes the general nature and level of work and is not intended to be an exhaustive list of all duties, responsibilities, or requirements. Duties and responsibilities may change based on business needs. Employees may be assigned other job-related duties as needed.

This description does not create an employment contract, express or implied, or alter an at-will employment relationship, where applicable.

Equal Employment Opportunity

• Advanced Rx Management LLC is an Equal Employment Opportunity (EEO) employer. We are committed to providing equal employment opportunities to all qualified applicants and employees without regard to legally protected characteristics under applicable federal, state, or local law. We provide reasonable accommodation to qualified individuals with disabilities and for other legally protected needs, as required by applicable law.