Financial Planning and Analysis Manager

Job Description

I am looking for an FP&A Manager to join a private equity-backed, multi-site company in the Nashville area.

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Why this role?

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• You'd be the first FP&A hire, with a mandate to design the company's data and analytics model from the ground up rather than fix someone else's.

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• You'd report directly to a CFO who has already built the close, reporting, and board framework. Your time goes to insight, not cleanup.

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• You'd get regular exposure to the CEO and direct involvement in M&A modeling and site diligence.

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• There's a clear path to Director level or above.

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• You'd lead AI and automation strategy for analytics across the organization.

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Key Responsibilities

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• Own the FP&A function. Plug into the existing monthly reporting packages and board decks, and provide analytical translation to the executive team.

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• Lead the annual budget and rolling forecast in partnership with Accounting leadership, and present assumptions, risks, and sensitivities to executive leadership.

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• Build and maintain driver-based and three-statement models covering site ramp, study pipeline, staffing, capex, and cash flow, all tied to the long-range plan.

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• Build site-level analytics covering operational KPIs, patient throughput, and patient recruitment. Partner with site leaders on variances and corrective actions.

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• Analyze and optimize marketing spend to drive patient enrollment, and help define the "winning trial profile" to sharpen business development with large sponsors.

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• Structure the data layer and build automated, system-fed executive dashboards on a newly implemented ERP.

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• Prepare Board and PE sponsor materials, including quarterly reviews, budget presentations, covenant views, and acquisition performance versus underwriting.

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• Support M&A through modeling and site diligence, and bring newly acquired sites onto standard reporting and forecasting after close.

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• Lead the AI and automation roadmap for analytics, including governance and validation standards so outputs are trusted and repeatable.

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• Deliver scenario, sensitivity, and ROI analyses for new sites, staffing models, capital allocation, and major initiatives.

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Requirements

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• Roughly 5 to 9 years of progressive finance experience, including a strong FP&A or strategic finance foundation from a large company or structured FP&A environment.

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• Proven financial modeler with three-statement modeling and P&L ownership. This role is modeling-first rather than traditional accounting.

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• Track record of sourcing and linking disparate data sources, and structuring the data that sits behind BI tools (not just building the visuals).

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• Real experience presenting and defending numbers to CFO and CEO-level leadership.

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• Hands-on applied AI and automation, such as workbooks or dashboards fed by system inputs (Power Query, SQL, Python, LLM-based workflows).

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• Ready to run the function independently as the functional lead.

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• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.

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• In office five days a week, with flexibility when needed.

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