Financial Planning & Analysis Manager

Who we are:

US Health Partners (“USHP”) seeks to redefine high-quality specialty care in the United States and establish a high-performing, technology-enabled care delivery platform. USHP is partnering with the country’s leading physicians to build a comprehensive, out-patient focused specialty care network targeting the nation’s cardiovascular concerns. Our physician-led organization is passionate about supporting exceptional care and enriching the lives of patients across the United States. We envision the opportunity to create a scaled, cutting-edge, technology-enabled healthcare services platform that leverages a value-based delivery model. 

Position Summary: 

The Manager of Financial Planning & Analysis (FP&A) is a highly skilled and critical member of the finance team, responsible for supporting the company’s budgeting, forecasting, and financial performance management processes. This role partners closely with senior leadership, operations, and clinical/business unit leaders to deliver actionable financial insights and support data-driven decision-making in a private equity–backed, high-growth, multi-site healthcare organization.

The ideal candidate brings a strong foundation in FP&A, investment banking, or private equity, with experience supporting complex operating models, rapid growth, and transaction-driven environments

Responsibilities may include:

Budgeting & Forecasting

Lead the development, coordination, and execution of the annual operating budget and periodic reforecasts.

Partner with cross-functional leaders across corporate, operations, and clinical/business units to ensure alignment with strategic and growth objectives.

Monitor performance versus budget and forecast, delivering timely variance analysis and insights on key financial and operational drivers.

Build and maintain driver-based, scalable financial models appropriate for a multi-site, high-growth environment.

Financial Reporting & Analysis

Prepare and analyze monthly, quarterly, and annual financial reporting packages, including income statements, balance sheets, and cash flow statements.

Conduct detailed financial and operational analysis to identify trends, risks, and opportunities for improvement.

Develop executive-ready financial presentations and narratives for senior leadership, investors, and board-level reporting.

Business Partnership

Serve as a trusted financial advisor to operations, clinical leadership, and functional department heads.

Translate operational performance (volume, labor, utilization, margin) into financial impact.

Support strategic decision-making through scenario analysis, investment modeling, ROI assessments, and sensitivity analysis.

Private Equity & Transaction Support

Support private equity reporting, investor requests, and lender reporting as required.

Assist with M&A, de novo expansion, and strategic investment analysis, including underwriting, valuation support, and post-acquisition performance tracking.

Partner with leadership to track performance against deal models and original investment assumptions.

Process Improvement & Systems

Continuously enhance FP&A processes, financial models, and reporting tools to improve accuracy, efficiency, and scalability.

Implement best practices for financial planning, forecasting, and performance management in a growing, multi-entity environment.

Leverage ERP systems, financial planning tools, and BI platforms to improve data quality and insight delivery.

Ad-Hoc & Strategic Analysis

Perform ad-hoc financial analysis and reporting for senior management and executive leadership.

Provide financial support for special projects, growth initiatives, and strategic planning efforts.

Minimum Qualifications:

Experience

5+ years of experience in FP&A, investment banking, private equity, transaction services, or a related analytical role.

Experience supporting private equity–backed companies or working in investment banking or transaction-focused environments.

Prior experience in multi-site, high-growth healthcare or services-based organizations strongly preferred.

Demonstrated expertise in financial modeling, budgeting, forecasting, variance analysis, and investment evaluation.

Advanced Excel skills and experience with ERP and planning systems (e.g., NetSuite, Oracle, SAP).

Core Competencies

Strong analytical and financial modeling skills with the ability to synthesize complex data into actionable insights.

Excellent written and verbal communication skills, including the ability to present financial information clearly to senior leaders and non-financial stakeholders.

Strong business acumen with an operational mindset and attention to detail.

Ability to manage multiple priorities in a fast-paced, transaction-oriented environment.

Experience with BI and data visualization tools (e.g., Power BI, Tableau) preferred.

Comfort operating in high-growth, evolving organizations with changing priorities and incomplete data.

Physical Demands and Work Environment:

While performing the duties of this job, the employee is regularly required to sit, use hands and fingers to handle or feel, as well as talk and hear. The employee is regularly required to reach with hands and arms. The employee is required to stand and walk. The employee may lift and/or move up to 10 pounds.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EEO Statement:

US Health Partners is an equal opportunity employer. Employment and processes, including decisions to hire, promote, discipline, or discharge, are based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer.