Financial Planning and Analysis Manager jobs in United States
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MDpanel · 17 hours ago

Financial Planning and Analysis Manager

MDpanel is one of the largest providers of expert medical opinions in the United States, and they are seeking a Director of FP&A who is both a strategic thinker and a hands-on builder. This role involves driving financial planning, performance analysis, and business partnering across the organization, while also building scalable financial systems from the ground up.

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Responsibilities

Build and own financial models for forecasting, budgeting, and long-range planning
Partner with business leaders to manage expenses and identify revenue opportunities
Develop and automate reporting tools (Excel, Power BI, SQL a plus)
Implement and optimize FP&A systems and tools to support automation and scale
Deliver strategic financial insights to cross-functional teams and executive leadership
Support M&A modeling, scenario planning, and integration efforts
Create and maintain KPI dashboards across departments
Lead monthly and quarterly variance analysis and performance reporting

Qualification

Financial modelingBudgetingForecastingNetSuiteExcelPower BISQLM&A modelingCommunication skillsLeadership experience

Required

Bachelor's degree in Finance, Accounting, or Economics
Experience in private equity-backed or high-growth companies strongly preferred
Experience with multi-entity or multi-site operations
Excellent communication skills with the ability to translate financial data into business strategy
Proven ability to build and scale FP&A infrastructure in a fast-paced, evolving environment
Proficiency in NetSuite, Excel, and Power BI; SQL a plus
Strong command of financial modeling, budgeting, and forecasting
6–8+ years of progressive FP&A experience, including leadership roles

Preferred

MBA, CPA, or CFA preferred

Company

MDpanel

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MDpanel is a medical consulting firm that specializes in physical examinations support, billing, and insurance services.

Funding

Current Stage
Growth Stage

Leadership Team

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Jason Erdell
Chairman and Chief Executive Officer
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Steven Swank
Chief Client Officer
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Company data provided by crunchbase