[Hiring] Financial Planning and Analysis (FP&A) @Caravel Autism Health

Role Description

This Financial Planning & Analysis role will support operational and strategic financial modeling of services for clients in Applied Behavior Analysis (ABA) therapy. This role provides hands‑on exposure to assignments involving ABA provider platforms, multi‑site operators, and healthcare services investors. This role will work with leadership to deliver rigorous monthly financial analysis, clinic financial materials, and support the annual budget and quarterly forecasting process in a fast‑paced, data‑driven environment. This is a process manager role--not people management.

Essential Functions

• Financial Analysis & Modeling
  • Build and maintain detailed financial models for ABA therapy businesses, including:
    • Multi-dimensional income statements for budgets, forecasts and actuals
    • Cashflow and Balance Sheet integration into budget/forecasting processes
    • Capital investment model and asset tracking budget/forecast models
    • Create and maintain internal operating forecasts, annual budget and non-financial models
    • Monthly Lender reporting and ad hoc financial scenario requests
    • Develop cost models to support budget/forecast inputs, including but not limited to labor models, operating expenses driver-based models & monthly allocation models
    • Analyze and maintain income statements, balance sheets, and cash flows with attention to ABA Therapy‑specific drivers such as:
      • Revenue per client / per session and CPT code mix
      • Clinician utilization and productivity
      • Payor mix (commercial, government)
      • Margin profiles at the site, service line, and clinician level
      • De Novo and Same Store analytics and insights
      • Revenue Cycle Management analytics
    • Support monthly Clinic, Executive Management and Board of Directors reporting
    • Maintain models and Cosmos system for monthly updates
    • Support creation of the monthly presentation materials
• Administrative & Process Support
  • Manage internal deliverables, timelines, calendars and approval processes
  • Ensure compliance with firm policies, confidentiality requirements, and healthcare‑related regulatory considerations
  • Provide accounting, audit and internal controls support as requested
• Non-Essential Functions/Other Duties
  • Create and maintain Cosmos financial reports
  • Business support to clinic leadership and executive management
  • Monthly end close support and reporting
  • Other requests as assigned

Qualifications

• Education:
  • Bachelor’s degree in finance, accounting, business, or a related field required, advanced degrees preferred
  • Exposure to healthcare services, behavioral health, or provider-based business models preferred
  • Familiarity with valuation methodologies used in healthcare services transactions preferred
  • Experience with Business Central, Cosmos Reporting, Power BI, and Central Reach platforms preferred
• Experience:
  • 5 - 8+ years in FP&A, corporate finance, or strategic finance
  • Experience in a PE-backed, multi-entity, or roll-up environment strongly preferred
  • Prior internship or experience in investment banking, private equity, healthcare consulting, or corporate finance
• Skills and Competencies:
  • Strong analytical and quantitative skills
  • Advanced proficiency in Microsoft Excel and PowerPoint
  • Solid understanding of financial statements and corporate finance fundamentals
  • High attention to detail and strong organizational skills
  • Excellent written and verbal communication abilities
  • Ability to work effectively in a deadline driven, high intensity environment
  • Strong analytical judgment and problem-solving ability
  • Team oriented mindset with a professional and client focused approach
  • Intellectual curiosity and willingness to learn complex operating models
  • High integrity and discretion with confidential information

Important

Our FP&A Manager is a Full Time remote/work from home opportunity, and we are open to candidates in the following states:

• Florida
• Illinois
• Iowa
• Kansas
• Michigan
• Minnesota
• North Carolina
• Ohio
• Texas
• Wisconsin