Manager, Financial Planning and Analysis (On-Site) Job Listing at NorthBay Healthcare in Fairfield, CA (Job ID 5287)

Description

At NorthBay Health, Manager of Financial Planning & Analysis (FP&A) is responsible for leading the organization's budgeting, forecasting, financial modeling, and performance analysis processes. This role provides actionable financial insights to senior leadership, supports strategic decision-making, and ensures alignment between financial plans and organizational objectives. The Manager partners cross-functionally to drive financial discipline, operational efficiency, and long-term value creation.

PRIMARY JOB DUTIES / RESPONSIBILITIES

Financial Planning & Forecasting

• Lead the annual budgeting process, including development of operating and capital budgets 

• Oversee rolling forecasts and long-range financial planning models 

• Establish assumptions, validate inputs, and ensure alignment with strategic priorities 

• Provide variance analysis (budget vs. actual, forecast vs. actual) with clear commentary and recommendations 

Financial Analysis & Reporting

• Develop and deliver monthly financial reporting packages for executive leadership 

• Analyze financial performance, trends, and key drivers (volume, revenue, expense, margin) 

• Build and maintain financial models to support scenario planning and business cases 

• Identify risks and opportunities and recommend corrective actions 

Business Partnership

• Collaborate with operational and clinical (if healthcare) leaders to understand performance drivers 

• Translate financial data into actionable insights for non-financial stakeholders 

• Support business initiatives, capital investments, and cost optimization efforts 

• Act as a trusted advisor to department leaders on financial performance and planning 

Process Improvement & Systems

• Enhance FP&A processes, tools, and reporting capabilities for accuracy and efficiency 

• Drive standardization of financial reporting and KPI frameworks 

• Support implementation and optimization of financial systems (e.g., ERP, budgeting tools) 

• Ensure data integrity and consistency across reporting platforms partnering with other departments as needed

Team Leadership

• Manage, mentor, and develop FP&A analysts and senior analysts 

• Establish team goals, performance expectations, and development plans 

• Foster a culture of accountability, continuous improvement, and analytical rigor

Collaborative Relationships

• Ability to think and act independently but also works effectively as a member of a team. Works collaboratively with leaders across the organization, and others to gather feedback/research and execute business operations strategies. 
• Supports multi-disciplinary collaborative practice with other health care disciplines. Promotes collegial relationships based on mutual respect and support.
• Participates in multi-disciplinary committees within the organization and the community that focus on patient care issues.
• Promotes and supports standardization within the organization for like services, including policies, procedures, practices, equipment and supplies.

1. Education:  Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or CPA preferred.

2. Experience:  Five years of progressive experience in FP&A, corporate finance, or related field. Prior supervisory or leadership experience preferred. Experience in healthcare or similarly complex, regulated environments preferred.

3. Skills: Experience using computer networks, mainframes and microcomputers, proficiency with Microsoft Office Suite (Outlook, Word, Excel, Access, PowerPoint), general ledger applications, budgeting and projection software, capital budgeting and tracking software, cost accounting applications and data warehousing. Experience in working with the Axiom budget and capital tool is desired. Knowledge of GAAP and financial guidelines governing the operation of healthcare providers (OSHPD, Medicare Reimbursement, etc.).  Ability to work in a dynamic team environment and share accountability for team outcomes. Demonstrates effective time management, ability to balance workload and complete projects within agreed upon deadlines. Effectively communicates and cooperates in a professional manner with staff and leadership. Ability and desire to work on complex analyses. Proactive participation in planning to improve accountability, effectiveness, and working relationships.

4. Standards of Performance:Demonstrate performance by adhering to established policies and procedures and exhibiting the defined characteristics associated with attendance and punctuality

5. Physical Effort: Attendance is an essential function of the job. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

6. Hours of work: Days – full-time Monday through Friday. Start and end times, and other hours of work, are subject to business needs.