Financial Planning & Analysis (FP&A) Manager

Description

The Financial Planning & Analysis (FP&A) Manager for Animal Outpatient Specialty Network is a critical role and is responsible for managing the FP&A function to monitor business performance and plan investment, budgeting, and financial strategies. The FP&A Manager will report to the Chief Financial Officer of AOSN. The successful candidate will work with cross-functional teams and senior management to implement policies and procedures to collect and analyze financial/operational data to ensure accurate, timely, and consistent reporting as well as interpretation of Key Performance Indicators (KPIs). The FP&A Manager will support the team in clinic-level decision making through the analysis of KPIs, growth initiatives, and other operational metrics. This is a hands-on leadership role that will expand within 12 months to include supervisory duties; initially work directly with CFO as an individual contributor and lead the department expansion after initial phase.

Requirements

Financial & Operational Planning and Analysis

• Working closely with the CEO, CFO, and Operations leadership; build and maintain a rolling forecast model to support the successful execution of budget and related initiatives.
• Conduct financial modeling and analysis to measure/forecast the impact of various business decisions, economics scenarios, or capital investment
• Partner with Accounting and utilize financial statements/reports/models to assist with month-end closing, budget planning, and rolling forecast activities
• Be the “Early Warning Indicator” department of the organization
• Track and analyze industry trends and competitive landscape to identify potential risks and opportunities for new and existing clinics

Performance Management & Insights

• Prepare presentations and other materials for senior management and board of directors to facilitate decision-making and business performance evaluation
• Ensure reporting format and cadence are consistent with sponsor and lender expectations; On-time delivery is key to building trust with stakeholders
• Learn and deeply understand the key drivers of the business (unit economics, cost management opportunities, provider productivity, etc.).  Propose new/streamline existing presentations and metrics as the company continues to grow and evolve

Annual Budget and Rolling Forecast

• Along with the CFO, owns the annual budget and rolling forecast models (three statements model, operational drivers, capital allocation, etc.)
• Partner with the Finance Analytic team to ensure consistent use of operational/financial metrics (dashboard data vs. forecast data) in driving rolling forecast and/or budget.  Master EBITDA bridges as a tool for explaining variances
• Provide continuous feedback to Operations stakeholders to improve clinic-level business results.  Frequent updates to rolling forecast by revising key drivers from operations feedback

Qualifications & Education

• 5+ years of experience in FP&A function.  Prefer with multi-site, PE-sponsored companies
• Bachelor’s degree in Business Administration, Finance, Economics, Accounting, or related field

Requirements

• Strong financial analysis and modeling skills
• Strong experience in multi-sites P&L management
• Excellent written and verbal communication skills, with ability to create clear and concise presentations for senior management and board of directors
• Consistent, strong attention to detail
• Possess strong organizational, time and self-management skills
• Ability to work collaboratively with cross-functional teams
• Familiarity with modern business systems (ex. NetSuite, Planful, PowerBI, etc.)

Benefits

• No weekends
• Paid vacation
• Paid holidays
• Competitive wages
• Medical, dental, vision, dependent care FSA, and short-term disability benefit options
• Various voluntary benefit offerings, including hospital indemnity, accident, critical illness, etc.
• 401K with employer match