Financial Planning & Analysis Manager

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🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Theoria Medical

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

⚕️ Healthcare Insurance

☁️ SaaS

📡 Telecommunications

Healthcare Insurance • SaaS • Telecommunications

Theoria Medical is a leader in tech-enabled, value-based primary care, revolutionizing healthcare for senior living communities nationwide. The company employs a fully integrated model of care, combining primary care services with the latest technological advancements to offer a holistic and impactful healthcare experience for seniors. Their innovative offerings include remote patient monitoring, medical directorship, on-site medical staff, telemedicine, and workflow optimizations, all anchored by pioneering technologies like ChartEasy, ChatEasy, and ProphEasy. Theoria Medical is committed to enhancing patient outcomes through digital innovation and serves patients in skilled nursing, assisted living, and independent living settings across the United States.

📋 Description

• Lead enterprise-wide reporting initiatives that drive strategic decision-making and business transformation. • Partner closely with executive leadership and cross-functional stakeholders to deliver actionable insights. • Establish reporting standards and support organizational performance objectives. • Translate complex data into meaningful business recommendations. • Influence business outcomes through data-driven insights.

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Data Analytics, or a related field; equivalent relevant experience may be considered. • 5+ years of progressive experience in FP&A, corporate finance, business analytics, strategic finance, or enterprise reporting. • Demonstrated experience with budgeting, forecasting, variance analysis, KPI development, financial modeling, and executive-level reporting. • Advanced proficiency in Microsoft Excel and PowerPoint, with the ability to build accurate models, dashboards, and leadership-ready presentations. • Experience developing scalable reporting frameworks and using business intelligence or reporting tools such as Power BI, Tableau, Looker, or similar platforms. • Working knowledge of ERP, accounting, planning, data warehouse, and/or relational database environments; ability to partner with IT and data teams to validate reporting outputs. • Strong analytical judgment and ability to translate complex operational and financial data into clear business insights and recommendations. • Excellent written and verbal communication skills, including the ability to present to executive leadership and cross-functional stakeholders. • Strong project management, attention to detail, and ability to manage multiple priorities in a fast-paced, remote environment while maintaining confidentiality and accuracy.

🏖️ Benefits

• Employee must be able to perform the essential functions of this position satisfactorily, with or without a reasonable accommodation. • Theoria Medical conducts criminal background checks and pre-employment drug testing on all candidates upon acceptance of a contingent offer.