FP&A Manager

1 month ago


Remote, Oregon, United States Unlock Health Full time

Unlock Health breaks down the walls that healthcare providers have lived with for decades. We connect the dots across managed care and marketing so that providers can realize their missions and patients can get the right care. We've brought together the top healthcare marketing organizations to make this vision a reality, with a team of experts in managed care, technology, and ROI design.


Title: FP&A Manager

Direct Manager Title: Chief Financial Officer

The Role:

Unlock Health is seeking an FP&A Manager to join the team on a full-time basis. Following Unlock's recent acquisition of SPM Group at the end of 2023, Unlock is formalizing our FP&A function. This is a new role at Unlock and is a great opportunity for the right candidate who wants to build the function from the ground up. Experience with Mergers & Acquisitions analysis, as well as proficiency in Netsuite Budgeting and Planning tool or Hyperion, and Private Equity experience are considered a plus for this role. The FP&A Manager is part of the finance team. This is a high-touch role that collaborates cross-functionally across the business. In addition to working primarily with the accounting team and client finance leads for each line of business, the FP&A Manager will liaise with managed care, performance marketing, technology, HR, and other teams for budget generation and forecasting. We are open to remote candidates located throughout mainland US.

What You'll Do:

Strategic Financial Planning:

  • Participate in the development and execution of annual budgeting and quarterly forecasting processes, including revenue, expenses, and capital expenditures.
  • Partner with senior management to develop long-term strategic plans and financial targets, ensuring alignment with organizational goals and objectives.
  • Conduct scenario analysis and sensitivity testing to assess the financial impact of various strategic initiatives and business decisions.

Financial Analysis and Reporting:

  • Provide in-depth financial analysis, including variance analysis, trend analysis, and performance metrics, to support decision-making and drive business performance.
  • Prepare and present regular financial reports, dashboards, and presentations for senior leadership.
  • Collaborate with cross-functional teams to understand business drivers and provide financial guidance and support.

Investment Analysis and Decision Support:

  • Participate in team evaluating potential investments, acquisitions, and other strategic opportunities by conducting financial due diligence, ROI analysis, and risk assessment.
  • Develop financial models and business cases to support investment decisions and provide recommendations to senior management.

Process Improvement and Efficiency:

  • Drive continuous improvement in financial processes, systems, and reporting to enhance efficiency, accuracy, and effectiveness.
  • Identify opportunities to streamline workflows, automate manual processes, and implement best practices in financial planning and analysis.

Cross-Functional Collaboration:

  • Partner with Client Finance team to make sure reports are accurate, timely and clear for non-financial stakeholders, fostering understanding and buy-in
  • Build positive relationships and serve as a trusted advisor to senior leadership, providing strategic financial guidance and support.

Ideal Qualifications:

  • Bachelor's degree in accounting, finance, or related field
  • 4-6+ years of experience in financial planning and analysis
  • Must have experience using financial products:
    • Advanced proficiency in Microsoft Excel
    • Proficiency in NetSuite (including Planning & Budgeting module)
  • Strong analytical skills and proficiency in financial modeling, forecasting, and variance analysis
  • Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial audiences.

Nice to Have:

  • Experience in a private equity-backed company
  • Experience with Mergers & Acquisitions analysis.

Perks and Benefits:

  • Competitive Salary
  • Health, Dental and Vision benefit packages to fit all types of lifestyles.
  • Life, Short and Long Term Disability Insurance paid 100% by the company
  • FSA / HSA Options
  • 401(K) with a generous company match program
  • Flexible Paid Time Off (aka- unlimited)
  • Paid Parental Leave
  • Hybrid and Remote work schedules available
  • Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
  • Employee Referral Program

About Unlock:
Unlock Health redefines what a marketing and advertising agency can do in healthcare by breaking down walls that have existed for decades. We've combined the best teams in healthcare marketing to help every client live their mission – to promote, maintain, and restore health. Our "super agency" approach connects creative, content, and strategy to remove the guesswork from growth, measured by ROI technology. By bringing together the top talent in the industry, we are reshaping the future of healthcare marketing.

We believe our business can only grow by including our Vision and Values in everything we do. Our hiring process is no different. We interview and hire based on our values, which you can learn more about here.

Equality Opportunity Employer Statement
Unlock, and its affiliate companies, is an equal opportunity employer dedicated to building an inclusive and diverse workforce. We provide equal employment opportunities without regard to an applicant's race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

For internal coding use only: Company Code/Line of Business/Department

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