Financial Planning & Analysis Manager

Theoria Medical

Financial Planning & Analysis Manager at Theoria Medical. Leading enterprise-wide reporting and data-driven insights for strategic decision-making.

Posted 6/26/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

ERPTableau

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

budgetingforecastingvariance analysisKPI developmentfinancial modelingexecutive-level reportingdata analysisreporting frameworksdata visualizationbusiness intelligence

Soft Skills

analytical judgmentcommunication skillsproject managementattention to detailability to manage multiple prioritiesinfluencing skillscollaborationstrategic thinkingpresentation skillsproblem-solving