Financial Planning and Analysis Manager
Headlands Research
Clinical FP&A Lead
FORM │ Virtual obesity medicine clinic
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $140,000 per year
Job Level
Senior
About the role
- Lead internal “supply and demand” forecasting across our business lines, ensuring alignment between patient demand projections and clinical and operational capacity
- Partner with Clinical Services and Operations leaders to develop and enhance staffing models by department and role
- Translate operating models into financial models that feed into our recurring financial planning and forecasting processes
- Lead strategic projects, including those specifically targeting margin and expense opportunities, to support enterprise objectives
- Execute ad hoc expense reviews in concert with Product as we introduce efficiency tools amongst our workforce and critical components of our care delivery
- Partner with cross-functional stakeholders in developing measurement frameworks to better enable performance monitoring and drive efficiency amongst our operations
- Drive weekly and monthly KPI reporting, including but not limited to provider utilization, capacity, team productivity, and forecasting accuracy
- Deliver regular updates and recommendations to executive stakeholders on workforce trends and performance
- Support monthly financial close and budgeting activities as necessary
- Serve as the finance liaison for Clinical Services & Operations, as well as other critical interfacing departments such as Sales, Client Success, Talent Acquisition, and Provider Operations
- Meet regularly with assigned departments to foster relationships, review outcomes, and problem-solve
- Partner within the Finance department to identify process improvements and opportunities for deeper collaboration
- Support fundraising, M&A, and strategic initiatives as needed
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 5+ years of progressive experience in finance and analytical roles, preferably with experience in banking and FP&A, including:
- Experience with healthcare industry a strong plus
- Experience in a high-growth startup or private capital-backed environment a plus
- Strong financial modeling skills and advanced proficiency in Excel/Google Sheets
- Experience with BI reporting tools a plus
- Proven ability to communicate complex financial concepts to non-finance stakeholders
- Excellent communication and leadership skills, with the ability to influence cross-functional partners.
- Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.
- Hands-on mindset — willing to roll up sleeves while also thinking strategically.
