Financial Planning & Analysis Manager

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.