Financial Planning and Analysis Manager

Financial Planning & Analysis Manager

Location: Franklin, TN (Onsite)

Employment Type: Full-Time

Salary Range: $130,000 - $140,000 base salary + target bonus opportunity

Position Overview

A growing private equity-backed healthcare services organization is seeking an experienced Financial Planning & Analysis Manager to support strategic decision-making, financial reporting, forecasting, and business performance analysis. This role will partner closely with executive leadership and operational teams to deliver actionable insights, improve financial visibility, and support continued growth initiatives.

Key Responsibilities

• Lead and support annual budgeting and monthly forecasting activities across multiple operating locations.
• Develop and maintain financial models related to growth initiatives, business development opportunities, operational improvements, and strategic planning.
• Analyze revenue performance, reimbursement trends, collections, and key operational metrics.
• Prepare monthly and quarterly management reporting packages, including variance analyses and KPI reporting.
• Support cash flow forecasting, working capital management, and liquidity planning.
• Assist with lender reporting, covenant compliance, and financial analysis required by financing partners.
• Create and maintain advanced Excel and Power Query models to enhance reporting and decision-making.
• Contribute to board presentations, executive reporting, and ad hoc financial analyses.
• Partner with operational leaders to identify opportunities, evaluate risks, and improve financial performance.
• Leverage technology and AI-enabled tools to streamline reporting and analytical processes.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
• Progressive experience in financial planning and analysis, corporate finance, or strategic finance.
• Advanced proficiency in Microsoft Excel, including complex modeling and financial analysis.
• Experience supporting budgeting, forecasting, financial reporting, and variance analysis.
• Strong analytical, problem-solving, and business partnering skills.
• Ability to communicate financial information effectively to both finance and non-finance stakeholders.
• Experience working in a healthcare services environment is preferred.
• Private equity-backed company experience is strongly preferred.

Benefits

• Medical, dental, and vision insurance
• 401(k) retirement plan with company-sponsored options
• Paid time off (PTO) accrual program
• Paid company holidays
• Parental leave benefits
• Life and disability insurance
• Employee assistance program (EAP)

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including applicable Fair Chance Ordinances.