# FP&A Manager

## About the Role

As an FP&A Manager at 9amHealth, you will play a pivotal role in redefining chronic disease management through innovative financial strategies. Working within a dynamic Finance team, you will report to the Director of FP&A and collaborate closely with departments such as Customer Success, Clinical Operations, Marketing, and Sales. Your primary focus will be to drive financial decisions that support our AI-enabled virtual specialty care platform, ensuring effective management of high-cost chronic conditions.

This position is crucial as the organization gears up to establish its long-term financial roadmap for 2026. You will own the end-to-end FP&A functions, including monthly close packages and budget cycles, providing valuable insights that influence critical business decisions.

## Key Responsibilities

– Manage the monthly financial variance package, offering detailed analysis of P&L, COGS, gross profit percentage, and OPEX, along with insightful narrative commentary.
– Develop and maintain driver-based financial models, focusing on metrics such as member growth, acquisition costs, and clinical cost-to-serve.
– Collaborate with department heads to translate business plans into resource-based budgets and validate assumptions.
– Oversee the long-range planning and rolling forecasting processes, integrating various financial statements.
– Prepare monthly board narratives, including KPI reports and P&L commentary, in conjunction with senior leadership.
– Lead the 2026 budget cycle, managing timelines and collaboration among business units.
– Create and manage an operational FP&A toolkit, including dashboards and scenario modeling tools.
– Champion AI-driven FP&A workflows, utilizing modern AI tools to enhance financial processes and reporting.

## Required Skills

– 5–8 years of FP&A experience, preferably in a high-growth healthcare, SaaS, or subscription environment.
– Proven ownership of budget cycles, board packs, and rolling forecasts from inception to completion.
– Expertise in driver-based financial modeling with proficiency in building three-statement models in Excel.
– Familiarity with modern FP&A platforms (e.g., Abacum, Pigment, Mosaic, Anaplan).
– Strong business partnership abilities, with the capacity to engage in commercial discussions with non-finance stakeholders.
– Understanding of unit economics, particularly in healthcare member economics.
– Proficiency in utilizing AI tools for financial modeling and automated processes.
– Comfortable using BI tools (e.g., Looker, Tableau) for data analysis.
– Excellent written and visual communication skills.

## Preferred Skills

– Experience in healthcare, particularly in chronic condition management or membership care models.
– Background in investment banking, transaction advisory, or consulting.
– Experience preparing for Series C funding or similar growth rounds.
– Familiarity with implementing FP&A platforms and connecting financial forecasts to clinical operations models.

## Benefits

– Comprehensive health, dental, and vision insurance.
– Flexible paid time off (PTO) and remote work options.
– Professional development budget for continued education.
– Opportunity to contribute to improving healthcare accessibility and patient outcomes.

## Useful Links

– [Company Website](https://9amhealth.com)
– [Careers](https://9amhealth.com/careers)
– [LinkedIn](https://www.linkedin.com/company/9amhealth)

## Why You Might Be Interested

This position offers a unique opportunity to impact chronic disease management in a rapidly growing startup environment. With a strong focus on innovation and collaboration, you will engage in challenging work that is integral to the company’s mission. Joining 9amHealth means being part of a team that values flexibility, professional growth, and the chance to make a difference in healthcare.