Financial Planning & Analysis (FP&A) Manager

Summary

Clarity Clinic is an interdisciplinary mental health care practice providing psychiatry, therapy, psychological assessment, and holistic wellness services. The FP&A Manager will own budgeting, forecasting, cash flow projections, financial modeling, variance analysis, Power BI reporting, and decision support while partnering with finance, data, and operational teams.

Responsibilities

• 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
• 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
• 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
• 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
• 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
• 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

Skills

• 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
• 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
• 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
• Hands-on Power BI experience preferred — you build and maintain dashboards, you don't request them

Qualifications

Must Haves

• 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
• 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
• 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

Nice to Haves

• Hands-on Power BI experience preferred — you build and maintain dashboards, you don't request them

Benefits

• 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