Manager, Capital Markets
Palmetto
Job Level
Lead
About the role
- Serve as a trusted advisor to the CEO, executive team, Board, and investors
- Lead long-range planning, financial modeling, and scenario analysis to guide growth
- Drive annual budgeting and forecasting, ensuring alignment with company priorities
- Define and oversee the financial reporting frameworks and dashboards needed for scale
- Partner with Operations and Clinical leaders on metrics, OKRs, and performance reviews
- Deliver clear, actionable insights that drive operational efficiency and profitability
- Assess the financial viability and ROI of new services, programs, and site expansions
- Bring proven experience navigating high-volume, multi-site healthcare or services operations
- Optimize site-level performance, cost structures, and scalability; develop site-level analytics and unit economics
- Oversee revenue cycle management, billing, and collections; ensure accurate, timely financial statements, reconciliations, and compliance
- Partner with external accounting/tax resources and manage treasury functions
- Build, mentor, and scale a finance team and foster a culture of data-driven decision-making and accountability
Requirements
- Bachelor's degree in finance, Accounting, Business, or related field (MBA or master's degree preferred)
- 7-10+ years in finance leadership roles, ideally in healthcare, behavioral health, or other multi-site brick-and-mortar environments
- Deep FP&A experience with proven ability to design and manage reporting frameworks, dashboards, and key financial metrics
- Strong grasp of healthcare reimbursement and revenue cycle dynamics
- Excellent analytical and strategic thinking skills. Comfortable interpreting data, spotting trends, and framing insights
- Demonstrated ability to influence, present, and partner effectively with senior leadership and Boards
- Track record of leading high-performing teams and scaling finance functions
- Experience in behavioral health, psychiatric, or other value-based healthcare models (preferred)
- Prior exposure to private equity or venture-backed growth environments (preferred)
- Comfort operating in an early-stage, fast-scaling context where systems and processes are still being built (preferred)
- Prolonged periods of sitting at a desk and working on a computer
- Ability to use hands and fingers for typing, handling documents, and operating standard office equipment
- Visual acuity required for reading spreadsheets, analyzing data, and reviewing financial and operational reports
- Clear verbal and written communication skills required to present financial insights
- Ability to remain in a stationary position for extended periods, with occasional movement required for meetings within and outside the office environment
- Must be able to occasionally lift up to 10 pounds (e.g., files, binders, or laptops)
- Ability to travel occasionally to leadership meetings and clinics as needed
