FP&A Manager

Job Description

Job Description

Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide. Guided by our mission of fulfilling dreams by building families, Pinnacle offers compassionate care, innovative technology, and comprehensive fertility treatment services to provide patients with a seamless and personalized journey to parenthood.

As Pinnacle continues to grow, our Finance organization plays a critical role in helping leaders understand business performance, plan for the future, and make informed decisions that support sustainable growth and profitability.

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About the Role

Pinnacle Fertility is seeking an experienced FP&A Manager to play a key role in financial planning, forecasting, analysis, and strategic decision-making across the organization.

This is an opportunity for a highly analytical and detail-oriented finance professional who wants to do more than simply report numbers. The FP&A Manager will help leadership understand what is driving financial performance, where opportunities exist, what risks may be emerging, and how financial information can be used to make better business decisions.

The FP&A Manager will collaborate closely with Finance and Accounting, department heads, business stakeholders, and senior management to develop annual budgets, forecasts, and long-term financial plans. The role will also develop and maintain financial models, evaluate business initiatives, monitor performance against budget and forecast, and provide meaningful insights and recommendations to management.

A key component of the position is the ability to translate complex financial and operational information into clear, actionable insights. The FP&A Manager will prepare key financial metrics and presentations for senior management, the Board of Directors, and external stakeholders, providing meaningful exposure to the organization's financial performance and strategic priorities.

The ideal candidate combines strong FP&A fundamentals with advanced analytical capabilities and is comfortable leveraging Excel, Python, and SQL to analyze data, identify trends, improve reporting, and support data-driven decision-making.

This is a full-time, salaried, onsite position based in Scottsdale, Arizona.

Key Responsibilities

Financial Planning, Budgeting & Forecasting

• Collaborate with department heads and business stakeholders to prepare annual budgets, forecasts, and long-term financial plans.
• Monitor and evaluate financial performance metrics by comparing actual results to budget and forecast.
• Analyze financial performance, trends, and business drivers to identify risks, opportunities, and areas requiring management attention.
• Provide meaningful financial insights and recommendations to management to support business growth and profitability.
• Support leadership in understanding the financial implications of business decisions, initiatives, and investments.

Financial Analysis & Business Partnership

• Conduct ad-hoc financial analysis to support strategic and operational decision-making.
• Partner with department leaders and business stakeholders to understand financial performance and underlying business drivers.
• Evaluate the financial impact of various initiatives and investment opportunities.
• Identify trends and relationships within financial and operational data and translate findings into actionable recommendations.
• Collaborate with Finance, Accounting, and cross-functional teams to ensure financial analysis supports organizational objectives.
• Serve as a trusted financial partner by helping stakeholders connect financial results with operational performance.

Financial Modeling & Data Analytics

• Develop and maintain financial models to support business planning, forecasting, investment opportunities, and strategic decision-making.
• Analyze financial and operational data to identify trends, opportunities, risks, and potential areas for improvement.
• Utilize Python and SQL to perform financial and data analysis and support data-driven decision-making.
• Leverage advanced Excel capabilities to analyze data and develop financial models.
• Develop analytical approaches that improve the accuracy, efficiency, and effectiveness of financial reporting and analysis.
• Support the continued development of data-driven financial analysis and reporting practices within the Finance organization.

Executive, Board & Stakeholder Reporting

• Prepare key financial metrics, analyses, and presentations for senior management, the Board of Directors, and external stakeholders.
• Monitor and communicate financial performance against budget and forecast.
• Develop clear and concise presentations that highlight key financial trends, business drivers, risks, and opportunities.
• Translate complex financial information into actionable insights and recommendations for executive-level audiences.
• Ensure financial reporting and presentations are accurate, timely, and aligned with organizational priorities.

Process Improvement

• Identify process improvement opportunities within the Finance department.
• Contribute to the development and implementation of enhanced financial reporting and analysis practices.
• Identify opportunities to improve reporting efficiency, data quality, accuracy, and accessibility.
• Help improve processes and analytical tools used to support financial planning and decision-making.
• Participate in other finance-related duties and projects as assigned.

Position Requirements

Education

• Bachelor's degree in Accounting or Finance required.
• Master of Science in Mathematical Finance & Financial Technology or Financial Engineering preferred.

Experience

• 4–5 years of experience in finance and/or accounting required.
• Demonstrated experience performing financial analysis and working with financial data.
• Experience with budgeting, forecasting, financial modeling, and financial performance analysis preferred.
• Experience collaborating with cross-functional teams and business stakeholders preferred.

Technical Skills

• Proficiency in Python required.
• Proficiency in SQL required.
• Proficiency in Microsoft Excel and PowerPoint.
• Familiarity with financial statements and general accounting concepts.
• Strong ability to analyze financial and operational data and translate findings into meaningful business insights.

Core Skills & Competencies

• Strong problem-solving and critical-thinking skills with the ability to perform a variety of financial and business analyses.
• Highly analytical with exceptional attention to detail and accuracy.
• Ability to identify trends, understand business drivers, and evaluate financial performance.
• Strong communication and presentation skills, including the ability to communicate financial concepts clearly to non-financial stakeholders.
• Strong organizational skills and the ability to manage multiple priorities and meet deadlines.
• Ability to work effectively in a fast-paced environment.
• Demonstrated curiosity and a proactive approach to identifying opportunities, solving problems, and improving processes.
• Ability to translate financial analysis into clear, actionable recommendations that support business decisions.

Why Join Pinnacle Fertility?

At Pinnacle, Finance is more than reporting numbers. It's about helping the organization make smarter decisions that ultimately support our mission of building families.

As an FP&A Manager, you will have the opportunity to:

• Influence strategic decision s through financial analysis, forecasting, and recommendations.
• Work with senior management, the Board of Directors, and business leaders.
• Help leaders understand the financial and operational drivers behind the business.
• Build and maintain financial models that support planning and investment decisions.
• Gain broad exposure to the organization through cross-functional business partnerships.
• Combine traditional FP&A expertise with Python, SQL, and data-driven analytics.
• Help improve financial reporting and planning processes as the organization continues to grow.
• Contribute to a mission-driven healthcare organization whose work ultimately helps patients and families build the futures they envision.

Compensation & Benefits

Pinnacle Fertility offers a comprehensive benefits package designed to support the health, well-being, and financial security of our employees, including:

• Comprehensive medical, dental, and vision insurance
• Life insurance
• Generous paid time off (PTO)
• Paid holidays
• Retirement savings program
• Additional employee benefits

Full details regarding benefits and eligibility will be shared during the interview process.

Location & Work Environment

This is a full-time, onsite position based in Scottsdale, Arizona.

The FP&A Manager will work closely with Finance and Accounting, senior management, department heads, and other business stakeholders in a collaborative office environment.

Diversity & Inclusivity at Pinnacle Fertility

At Pinnacle Fertility, we are committed to fostering a diverse, inclusive, and welcoming workplace. We are proud to be an equal opportunity employer and encourage applicants of all backgrounds, abilities, and life experiences to apply.