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30d ago

Financial Planning & Analysis Manager

Behavioral Framework LLC Rockville, MD

Rockville, MD

30d 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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1mo ago

Financial Analysis Specialist

Cubic Corporation San Francisco, CA 🇺🇸 Remote

San Francisco, CA

1mo ago Closed

$99k - $111k/yr Full time Accounting Analytical Skills Budget Management

This position is no longer accepting applications (closed Sep 17, 2026).

Job Description

The Financial Analysis Specialist role supports Cubic Defense by driving financial planning, performance analysis, forecasting, reporting, and accounting activities. This position translates operational and program economics into actionable insights that help leadership manage performance and support strategic business growth.

Key Responsibilities

Develop, maintain, and enhance key financial and operational performance metrics, dashboards, and KPI reporting to support financial performance management and business operations.
Partner with business leaders and cross-functional stakeholders on annual operating plans, quarterly outlooks, monthly forecasts, and long-range financial planning.
Lead preparation, consolidation, and reconciliation of monthly financial results, including variance analysis and recommendations for management.
Coordinate and support the annual budgeting process, covering budget development, performance tracking, and budget-to-actual reporting.
Create and deliver accurate, timely financial reporting and analysis that inform executive decision-making and strategic planning.
Facilitate financial performance reviews with business leadership by communicating results, risks, opportunities, and recommended corrective actions.
Perform detailed financial analyses across programs and product lines to assess operating performance, cost drivers, profitability trends, and business opportunities.
Support strategic initiatives through financial modeling, scenario analysis, investment evaluations, and business case development.
Prepare ad hoc financial analyses, presentations, and reporting packages for executive leadership, corporate finance, and other stakeholders.
Conduct financial evaluations and due diligence for acquisitions, divestitures, capital investments, and other strategic projects as needed.
Collaborate with finance, accounting, program management, contracts, and operations teams to support financial integrity, compliance with corporate policies, and alignment with reporting requirements.
Drive continuous improvement initiatives to enhance financial processes, controls, reporting efficiency, forecasting accuracy, and overall business performance.

Required Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline, or an equivalent combination of education and relevant professional experience.
Minimum six (6) years of progressive experience in financial planning and analysis, financial reporting, cost accounting, or a related finance function within a complex business environment.
Demonstrated experience supporting financial planning, forecasting, budgeting, reporting, and performance analysis activities.
Advanced proficiency in Microsoft Excel and ERP-based financial systems required; experience with SAP or comparable enterprise financial systems strongly preferred.
Highly desirable experience with business intelligence, planning, and analytics tools such as Tableau, Anaplan, Alteryx, or similar platforms.
Proven ability to communicate and collaborate effectively with employees, management, executive leadership, and internal and external auditors.
Demonstrated ability to analyze and reconcile complex financial statements, identify trends, and provide actionable business insights.
Strong organizational and project management skills, with a commitment to maintaining accurate, accessible, and auditable financial documentation.
Ability to manage competing priorities, work independently, and deliver high-quality results in a deadline-driven environment.
Strong business acumen, continuous improvement mindset, and commitment to operational excellence and customer service.
Maintains the highest standards of professionalism, ethics, and personal integrity.

Preferred Qualifications

Experience supporting private equity-owned organizations, strategic finance initiatives, capital investment analyses, mergers and acquisitions activities, or other value-creation initiatives is a plus.
Knowledge of foreign currency translation and multinational financial reporting concepts is preferred.
Experience supporting U.S. Government contracts, Estimate-at-Completion (EAC) processes, indirect rate management, and program performance reporting is highly desirable.

Location, Employment Type, and Compensation

Location: California (remote)

Worker Type: Employee

Base Salary Range: USD 99,000 to 111,000 per year + benefits.

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline.

Technology

Microsoft Excel
ERP-based financial systems
SAP
Tableau
Anaplan
Alteryx

Benefits

Benefits are included.

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