The Senior Manager, Financial Planning & Analysis ("Senior FP&A Manager") is a key financial leader responsible for driving enterprise-level financial planning, forecasting, and strategic analysis across the organization. This role partners closely with executive leadership, Finance, Accounting, Commercial, and Operations teams to deliver insightful financial intelligence that informs strategic decision-making, optimizes profitability, and supports sustainable growth.
This individual owns complex, consolidated financial models; leads the development of operating plans and long-range forecasts; provides executive-level reporting and recommendations; and mentors and develops a high-performing FP&A team. The Senior FP&A Manager is expected to operate with a high degree of autonomy, influence cross-functional stakeholders, and continuously improve financial processes, systems, and governance.
Key Responsibilities
Strategic Financial Leadership
- Own and continuously enhance the consolidated three-statement operating model, ensuring accuracy, scalability, and alignment with business strategy
- Serve as a trusted financial advisor to the VP of Finance, CFO, and senior leadership by providing clear insights, scenario analysis, and recommendations to support strategic initiatives and capital allocation decisions
- Lead enterprise-wide forecasting and long-range planning efforts, incorporating business drivers, market dynamics, and operational assumptions
Forecasting, Budgeting & Performance Management
- Direct the preparation of annual budgets, rolling forecasts, and multi-year strategic plans in partnership with divisional and functional leaders
- Oversee monthly, quarterly, and annual operating reports, including executive-level dashboards, KPIs, and variance analyses with actionable insights
- Proactively identify financial risks and opportunities, recommend mitigation strategies, and track execution against approved plans
Revenue, Profitability & Commercial Partnership
- Partner with Commercial leadership to analyze sales pipeline, client performance, pricing, and growth trends to ensure accurate and forward-looking revenue projections
- Lead program and project profitability modeling, evaluating margin performance, return on investment, and scalability across the portfolio
- Collaborate with Operations to analyze implementation and ongoing project costs, refining cost drivers and improving profitability transparency
Team Leadership & Development
- Lead, mentor, and develop a team of FP&A professionals, setting clear expectations, fostering accountability, and supporting career growth and succession planning
- Review and challenge analytical outputs to ensure high standards of accuracy, clarity, and business relevance
- Promote a culture of continuous improvement, learning, and collaboration within the Finance organization
Process Improvement & Systems Enablement
- Evaluate and recommend enhancements to financial systems, models, and reporting processes to improve efficiency, automation, controls, and scalability
- Lead or support finance transformation initiatives, including system implementations, reporting standardization, and process redesign
- Partner with internal stakeholders to establish and implement best practices that enhance decision-useful financial insights
Capital Planning & Special Projects
- Support the development, evaluation, and ongoing monitoring of CAPEX and large-scale project budgets, including post-investment reviews
- Lead complex ad hoc financial analyses, business cases, and executive presentations related to growth initiatives, cost optimization, and strategic investments
- Perform other duties as required to support the effective operation and strategic objectives of the Finance function
Requirements
Required
- Bachelor's degree in Accounting, Finance, Economics, or a related analytical field
- 6-8+ years of progressive experience in FP&A, corporate finance, or a similar analytical role, including ownership of complex three-statement financial models
- Demonstrated experience leading budgeting, forecasting, and profitability analysis in a dynamic, fast-paced environment
- Advanced Excel and financial modeling skills; strong executive-level PowerPoint and data visualization capabilities
- Strong knowledge of GAAP, financial reporting, and internal controls
- Proven ability to manage multiple priorities, influence cross-functional partners, and deliver high-quality results under tight deadlines
Preferred
- Experience with NetSuite, Oracle, or comparable ERP systems
- Experience with valuation modeling, capital allocation, or M&A support
- Healthcare, SaaS, or services-based industry experience
- Experience with project costing and complex margin structures
Core Competencies
- Strategic Thinking & Business Acumen
- Executive Communication & Financial Storytelling
- Advanced Financial Modeling & Analysis
- Leadership & People Development
- Cross-Functional Collaboration & Influence
- Change Management & Process Optimization
- Judgment, Ethics & Integrity
- Innovation & Continuous Improvement
Benefits
- Supportive, progressive, fast-paced environment
- Competitive pay structure
- Matching 401(k) with immediate vesting
- Medical, dental, vision, life, & short-term disability insurance
AssistRx, Inc. is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit based factors, or any other protected categories protected by federal, state, or local laws.
All offers of employment with AssistRx are conditional based on the successful completion of a pre-employment background check.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Sponsorship and/or work authorization is not available for this position.
AssistRx does not accept unsolicited resumes from search firms or any other vendor services. Any unsolicited resumes will be considered property of AssistRx and no fee will be paid in the event of a hire
