Financial Planning & Analysis (FP&A) Manager
Financial Planning & Analysis (FP&A) Manager
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$ 100000 - 143000
1 Vacancy
Job Description
How you will help
The Financial Planning & Analysis Manager will develop and lead a variety of financial modeling analysis and budgeting initiatives. Key responsibilities include partnering with departments across the organization to provide valuable insights creating compelling datadriven analyses and ensuring forecast projections and financial models match the organizations overall goals. This position will be integral to providing innovative ideas that will improve how the organization looks at financial and nonfinancial data.
What you will do
- Responsible for developing maintaining and refining financial models forecasts analyses and reports to better understand financial trends and financial opportunities (to inform quarterly forecasts budgeting/planning across the P&L investment evaluations and prioritization and operational decisionmaking)
- Manage the annual budget process including developing and documenting key assumptions working with business partners to ensure budgets are appropriate and that internal partners establish action plans that achieve the necessary financial outputs
- Support the monthly financial closing process and assist in the preparation of financial analyses and monthly reporting package for leadership team and Board of Directors
- Analyze actual results and forecasts/budgets to better understand variances business drivers and work with business leaders to promote informed decision making within the business
- Assist VP Finance with improving processes systems data analysis and outputs including managing the implementation of a financial planning and reporting tool
- Work to enhance automated reporting capabilities within Oracle NetSuite and through the use of an FP&A software solution
- Support senior staff in partnering with business product and support teams to track business performance exercise expenditure and investment controls and identify risks and opportunities to our financial outlook
- Collaborate with finance team members to build cash forecasting models to optimize cash management
- Proactively research and resolve financial inquiries issues and perform other adhoc duties as required
Required skills and experience
- Bachelors Degree with Accounting or Finance concentration
- 5 years of relevant experience with prior experience at a highgrowth SaaS startup preferred and experience in Investment Banking Consulting or Strategic Finance a plus
- Exceptional financial modeling skills and a very high level proficiency with Microsoft Excel/Google Sheets with a deep understanding of model architecture formula efficiency and pivot tables
- Experience analyzing data sets working with accounting systems (Oracle NetSuite a plus) and utilizing a financial planning and reporting tool
- Solid grasp of three financial statements with a high aptitude and enthusiasm for problemsolving through quantitative modeling and analysis
- Excellent communication skills with the ability to concisely articulate complex accounting and reporting concepts to audiences with varying degrees of financial knowledge
- Possess a high sense of urgency ability to interact with multiple levels within the organization and be an effective team player
- Excellent attention to detail and ability to thrive in a fastpaced resultsoriented environment
- CPA / CMA / MBA is a plus
Base salary for the role is commensurate with experience and can range between $annual bonus opportunity.
Hiring Locations
Our main office is located in Center City Philadelphia where we operate on a hybrid model with inoffice work required three days a week for local employees. We believe collaboration is most effective when teams come together which is why we prioritize hiring in the Philadelphia area.
For certain roles we also hire from hub locationsregions where we have an established presence with multiple team members working remotely. While these employees primarily work from home we bring them together in person at lease once a year for teambuilding collaboration and strategic planning.
Due to tax and labor regulations we can only hire from specific states. Remote work is supported in the following key hub locations and approved states:
Hub Locations:
- Philadelphia Pennsylvania
- Boston Massachusetts
- New York City New York
- Baltimore Maryland
- Washington D.C.
- Charlotte North Carolina
- RaleighDurham North Carolina
- Atlanta Georgia
- Chicago Illinois
Approved States for Remote Work:
CT DE FL GA IL IN MA MD MI NC NJ NY OH PA TN and VA.
About HealthVerity
HealthVerity is the leader in privacyprotected realworld data exchange transforming how healthcare and life sciences organizations connect and analyze disparatehealthcare and consumerdata.We continue to innovate HealthVerityMarketplacethenationsfirst andlargestrealworld dataecosystemcomprising more than 75 leading data providers and over 340 million US patients. Combined with Identity Manager the industrys most accurate and efficient solution for patient identity privacy and governance wesupport critical applications in clinical development commercial strategyregulatory decisionmaking population healthunderwriting and more. HealthVerity has raisedmore than $140 million to date and works closely with its data providers partners and clients to Synchronize the Science.To learn more about HealthVerity visit.
Why youll love working here
We are making a difference Our technology is at the forefront of some of the biggest healthcare challenges in the world.
We are one team Our people define our culture and always will. We take time out to celebrate each other and acknowledge the value that each of us adds towards our greater mission. Come share all you have to offer.
We are learners Every team member is continually learning no matter if weve been in a role for one year or much longer. We are committed to learning and implementing what is best for our clients partners and each other.
Benefits & Perks
Our benefits package is thoughtfully designed to support and enrich the experience of our fulltime employees with eligibility limited to those in permanent positions.
- Compensation: competitive base salary & annual bonus opportunity (for noncommissioned roles)
- Benefits: We offer a 401(k) plan and stock options. Health dental and vision coverage start on day 1 while 401(k) eligibility and stock options follow soon after.
- Flexible location: Remote workdays and 3 days a week of inoffice collaboration for team members in the Philadelphia area. Check location requirements with the recruiting team.
- Generous PTO: Take time off as needed targeted at 4 weeks per year including vacation personal and sick time plus paid parental leave.
- Parental Leave: 12 weeks paid leave for childbearing surrogacy and adoption; 6 weeks for nonchildbearing parents.
- Comprehensive and individualized onboarding: mentorship program departmental talks and a library of resources are available beginning day 1 for each new team member to minimize the stress of starting a new job
- Professional development: biweekly 1:1s handson leadership that is goaland growthoriented for each team member and an annual budget to support professional development pursuits
We believe incorporating different ideas perspectives and backgrounds make us stronger and encourages an environment where ageism racism sexism ableism homophobia transphobia or any other form of discrimination are not tolerated. All qualified job applicants will be given consideration for employment without regard to race color religion sex sexual orientation gender identity national origin protected veteran status or on the basis of disability. At HealthVerity were working towards an innovative and connected future for healthcare data and believe the future is better together. We can only do that if everyone has a seat at the table.
If you require a reasonable accommodation in completing this application interviewing completing any preemployment testing or otherwise participating in the employee selection process please direct your inquiries to
Remote opportunities are not available in all areas and require team members to work from a fixed location due to tax and labor law implications specific questions about remote positions can be discussed during the interview process with your recruiter.
Required Experience:
Manager
Employment Type
Full Time
