[Hiring] Financial Planning & Analysis Manager @Theoria Medical

Role Description

We are seeking a driven and experienced professional to lead enterprise-wide reporting initiatives that drive strategic decision-making and business transformation. This role will partner closely with executive leadership and cross-functional stakeholders to deliver actionable insights, establish reporting standards, and support organizational performance objectives.

The ideal candidate will have a strong financial background, extensive experience building and managing reporting frameworks, and the ability to translate complex data into meaningful business recommendations. Success in this role requires exceptional collaboration skills, technical proficiency across multiple systems and databases, and the ability to influence business outcomes through data-driven insights.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Data Analytics, or a related field; equivalent relevant experience may be considered.
• 5+ years of progressive experience in FP&A, corporate finance, business analytics, strategic finance, or enterprise reporting.
• Demonstrated experience with budgeting, forecasting, variance analysis, KPI development, financial modeling, and executive-level reporting.
• Advanced proficiency in Microsoft Excel and PowerPoint, with the ability to build accurate models, dashboards, and leadership-ready presentations.
• Experience developing scalable reporting frameworks and using business intelligence or reporting tools such as Power BI, Tableau, Looker, or similar platforms.
• Working knowledge of ERP, accounting, planning, data warehouse, and/or relational database environments; ability to partner with IT and data teams to validate reporting outputs.
• Strong analytical judgment and ability to translate complex operational and financial data into clear business insights and recommendations.
• Excellent written and verbal communication skills, including the ability to present to executive leadership and cross-functional stakeholders.
• Strong project management, attention to detail, and ability to manage multiple priorities in a fast-paced, remote environment while maintaining confidentiality and accuracy.

Requirements

• Healthcare, physician services, or multisite operations experience.
• Prior experience leading reporting governance, process improvement, analytics transformation, or cross-functional finance initiatives.
• Experience with SQL, data modeling, or planning tools such as Adaptive, Anaplan, Vena, NetSuite Planning, Workday, Oracle, or similar systems.
• CPA, CFA, MBA, master's degree, or other relevant advanced credential.

Benefits

• Employee must be able to perform the essential functions of this position satisfactorily, with or without a reasonable accommodation.
• Theoria Medical conducts criminal background checks and pre-employment drug testing on all candidates upon acceptance of a contingent offer.