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1mo ago

Financial Planning & Analysis Manager

Behavioral Framework LLC Rockville, MD

Rockville, MD

1mo ago Closed

$150k - $170k/yr Full time Manager Marketing Accounting

This position is no longer accepting applications (closed Sep 22, 2026).

Job Description

Behavioral Framework LLC is hiring a Financial Planning & Analysis Manager to support the CFO with planning, forecasting, reporting, and executive and board materials in a hands-on capacity.

Responsibilities

Own the annual budget and rolling forecasts: build forecasting models, collect and challenge inputs from operators, and deliver near-final versions the CFO can refine and present.
Create monthly and quarterly board and lender reporting packages with strong variance analysis and supporting narrative focused on completeness and accuracy.
Build and maintain dashboards and KPI reporting across service lines, geographies, and business units.
Lead deep-dive financial analysis covering revenue, margin, clinician utilization, staffing, and cost drivers, turning results into clear, decision-ready insights.
Collaborate cross-functionally with Operations, Clinical, RCM, and HR to improve financial visibility and support better decisions.
Support M&A activities, including modeling, diligence support, and post-close integration tracking as needed.
Maintain and continuously improve core financial models used for planning, performance tracking, and lender compliance.

Requirements

5+ years of progressive FP&A experience (Senior Manager level expects 7+ years), with a track record of independently producing complex, near-final deliverables such as budgets, forecasts, and board materials.
Experience in a private equity-backed, multi-site healthcare or services business is strongly preferred.
Meaningful plus: familiarity with revenue cycle and payer dynamics.
Advanced financial modeling skills in Excel.
Plus experience with NetSuite, Power BI, Tableau, or SQL.
Demonstrated use of frontier AI models in a professional finance setting with strong verification discipline.
Exceptional attention to detail, including a consistent self-directed habit of verifying your own work.
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Plus: MBA, CPA, or CFA.
Self-starter who handles a fast-growing, high-change environment and manages multiple priorities without sacrificing quality.

Technologies

Excel, NetSuite, Power BI, Tableau, SQL
Claude, ChatGPT

Schedule

Hybrid role requiring 3 days in the office

Location

Rockville, MD (hybrid)

Salary

USD 150,000 - 170,000 per year

What success looks like in year one

Within 90 days: take over preparation of the monthly reporting package and board deck, delivering near-final drafts with minimal rework.
Within 6 months: own the forecast build and become a trusted finance partner to at least two operating functions.
Within 9 months: leadership relies on your analysis and your numbers without a second set of eyes, with proactive insights surfaced ahead of requests.

How you will work

Rigorous self-review: catch mistakes early through built-in checks, number tie-outs, and treating accuracy as non-negotiable.
Fluent, accurate AI usage: use frontier AI models such as Claude and ChatGPT to work faster and sharper across analysis, research, drafting, and model building while verifying every AI-assisted output before relying on it.

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