Financial Planning and Analysis Manager

Position Summary

The  FP&A (Financial Planning & Analysis) Manager  at Aligned Cardio plays a critical role in the organization's financial management and strategic planning across a  multi-entity, healthcare services platform . This role is responsible for budgeting, forecasting, financial reporting, cash flow management, and operational analytics for cardiology practices, ASCs, and diagnostic facilities.

The FP&A Manager will collaborate closely with accounting, RCM, and operations teams and act as a key financial liaison to senior leadership. The role will interface regularly with the  Power BI Manager  to support data-driven decision-making and will require strong familiarity with  healthcare financial operations , including  Athenahealth and Sage Intacct systems . This position reports to the Controller, with project oversight by the CFO, and requires working in the  U.S. Eastern Time (EST)  zone.

Key ResponsibilitiesPlanning, Forecasting, and Reporting

• Lead the annual  capital and operating budget process  across all entities, including physician practices, ASCs, and diagnostic centers.
• Maintain and refine  multi-entity financial models  to support budgeting, forecasting, and long-term strategic planning.
• Develop and distribute  monthly location-level reporting packages  to operational and clinical leaders.
• Prepare  monthly financial statements  for investors, management, and physician partners.
• Manage  lender and covenant compliance reporting  in accordance with financing agreements.
• Develop  quarterly Board Finance Committee materials  summarizing trends, projections, and performance highlights.
• Prepare financial content for  quarterly partner and investor meetings .
• Generate  monthly physician productivity and service-line margin reports  using data from Athena and Sage, analyzing provider-level trends and performance.

Cash Flow and Financial Management

Systems and Tools

M&A and Strategic Support

Cross-Functional Collaboration

Qualifications

Skills Required

Power Bi, Financial Modeling, Excel