Financial Planning & Analysis Manager (Remote)

The Financial Planning & Analysis Manager will support operational and strategic financial modeling of services for clients in Applied Behavior Analysis (ABA) therapy. This role provides hands‑on exposure to assignments involving ABA provider platforms, multi‑site operators, and healthcare services investors. This role will work with leadership to deliver rigorous monthly financial analysis, clinic financial materials, and support the annual budget and quarterly forecasting process in a fast‑paced, data‑driven environment.

Build and maintain detailed financial models for ABA therapy businesses, including: Multi-dimensional income statements for budgets, forecasts and actuals Cashflow and Balance Sheet integration into budget/forecasting processes Capital investment model and asset tracking budget/forecast models

Multi-dimensional income statements for budgets, forecasts and actuals

Cashflow and Balance Sheet integration into budget/forecasting processes

Capital investment model and asset tracking budget/forecast models

Create and maintain internal operating forecasts, annual budget and non-financial models

Monthly Lender reporting and ad hoc financial scenario requests

Develop cost models to support budget/forecast inputs, including but not limited to labor models, operating expenses driver-based models & monthly allocation models

Analyze and maintain income statements, balance sheets, and cash flows with attention to ABA Therapy‑specific drivers such as but not limited to: Revenue per client / per session and CPT code mix Clinician utilization and productivity Payor mix (commercial, government) Margin profiles at the site, service line, and clinician level De Novo and Same Store analytics and insights Revenue Cycle Management analytics

Revenue per client / per session and CPT code mix

Clinician utilization and productivity

Payor mix (commercial, government)

Margin profiles at the site, service line, and clinician level

De Novo and Same Store analytics and insights

Revenue Cycle Management analytics

Support monthly Clinic, Executive Management and Board of Directors reporting

Maintain models and Cosmos system for monthly updates

Support creation of the monthly presentation materials

Manage internal deliverables, timelines, calendars and approval processes

Ensure compliance with firm policies, confidentiality requirements, and healthcare‑related regulatory considerations

Provide accounting, audit and internal controls support as requested

Bachelor’s degree in finance, accounting, business, or a related field required, advanced degrees preferred

Exposure to healthcare services, behavioral health, or provider-based business models preferred

Familiarity with valuation methodologies used in healthcare services transactions preferred

Experience with Business Central, Cosmos Reporting, Power BI, and Central Reach platforms preferred

5 - 8+ years in FP&A, corporate finance, or strategic finance

Experience in a PE-backed, multi-entity, or roll-up environment strongly preferred

Prior internship or experience in investment banking, private equity, healthcare consulting, or corporate finance