[Hiring] Financial Planning & Analysis Manager @Clarity Clinic

Role Description

• Forecasting & Budgeting
  • Build and maintain the annual budget model — driver-based, dynamic, and tied to real operational assumptions including provider capacity, payer mix, ramp curves, and headcount plans.
  • Lead the rolling monthly forecast, updating revenue, expense, and cash projections and surfacing risks and opportunities 60–90 days ahead.
  • Own cash flow forecasting in partnership with the VP, with specific attention to hiring timing and spend pacing.
• Data Extraction & Analysis
  • Go into AdvancedMD, Rippling, and other systems to pull the right data and answer the right questions — you're not waiting for someone to hand you a clean dataset.
  • Identify what the data is saying, structure it into a clear analysis, and bring a point of view back to the VP — not just the numbers but what they mean and what should happen next.
  • Over time, surface questions and trends the business hasn't thought to ask yet — the best financial planning and analytics work anticipates problems before they're visible to everyone else.
• Reporting & Variance Analysis
  • Deliver monthly variance analysis with written narrative — not just numbers but the operational story behind them.
  • Build and maintain Power BI dashboards tracking provider productivity, payer mix, collections performance, no-show impact, CPT-level margin, and cost per visit.
  • Produce board and executive reporting packages that are forward-looking and decision-ready, not static financial statements.
• Financial Modeling & Decision Support
  • Build pro formas for new locations, new service lines, and provider compensation structures.
  • Model provider-level profitability — revenue, collections, utilization, and allocated costs — to identify what's working and what isn't.
  • Produce scenario models for payer reimbursement changes, capital decisions, and incentive plan design.
• Data & Systems
  • Extract, clean, and connect data from AdvancedMD, Rippling, and other sources into Power BI reporting.
  • Partner closely with our Data Scientist — take their demand forecasting and capacity outputs and translate them into financial projections and planning assumptions.
  • Maintain clear definitions for core KPIs across the organization so finance and operations are speaking the same language.
• Other Duties
  • The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform related duties, as assigned by their supervisor.

Qualifications

• 3+ years in FP&A, strategic finance, or financial modeling with progressively increasing ownership.
• Personally built and maintained a full budget and rolling forecast cycle — not supported someone else who did it.
• Demonstrated ability to go into source systems, extract data, and structure it into meaningful analysis without being told exactly how.
• Advanced Excel modeling skills — driver-based models, scenario analysis, sensitivity tables.
• Hands-on Power BI experience preferred — you build and maintain dashboards, you don't request them.
• Strong written communication — you can explain what the numbers mean and what to do about it.
• Comfortable operating in environments where data is imperfect and processes are still being built.
• Someone who brings answers and a point of view, not just completed tasks.
• Experiences with data systems (PowerBi, Cognos, Tableau, Zoho), Power BI not required.
• Some experience with P&L/payroll/operational inputs.

Requirements

• AdvancedMD experience (significant plus).
• Multi-site outpatient healthcare, behavioral health, or medical group background.
• Familiarity with payer mix dynamics, CPT-driven revenue models, and reimbursement mechanics.
• Experience working alongside or translating outputs from data science or analytics teams.
• Rippling or comparable HRIS/payroll system experience.

Benefits

• Base Salary: $95,000 – $120,000 depending on experience and qualifications.
• Bonus Target: 10%.
• Fully remote with Chicago-area preference.
• Full comprehensive benefits package including health, dental, vision, EAP services and more.
• Monthly Wellness Reimbursement to promote your self-care routine & well-being.
• 401k match up to 4%.
• Opportunities for growth and professional development.
• 15 days of accrued PTO and up to 5 sick/wellness days.