Hybrid Financial Planning & Analysis Manager

Job Title: Financial Planning & Analysis Manager

Department: Finance 

Reports to: CFO 

About CloseKnit

CloseKnit is a growing, patient-centered healthcare organization dedicated to delivering high-quality, accessible primary and immediate care. We pride ourselves on fostering a dynamic and organized work environment where administrative excellence meets clinical expertise. Our teams value collaboration, innovation, integrity, and accountability, and we strive to deliver seamless patient experiences and operational efficiency across all clinical settings. 

Join a supportive, inclusive workplace that encourages professional growth and continuous learning while maintaining a commitment to compassionate care and exceptional patient outcomes.

Job Summary:

The Financial Planning & Analysis Manager/Director will perform and oversee the function of financial analysis, budgeting and forecasting, executive and board reporting and KPI development and maintenance.

Supervisory Responsibilities:

• Assign and oversee projects and tasks of Financial Planning & Analyst staff

Duties/Responsibilities:

• Key driver-based financial modeling and scenario analysis
• Owner of annual budget process and quarterly reforecasts 
• Close variance analysis and management reporting package
• Cash flow analysis and forecasts
• KPI development and maintenance
• Partnership with operations and leadership on business initiatives, new site/program pro formas, ROI analysis and ongoing performance monitoring
• Partner with CFO on strategic analysis and Board/Parent (CareFirst) reporting

Required Skills/Abilities: 

• Advanced Excel/modeling
• Minimum 6 months experience with Data + BI tools similar a plus; PowerPoint a plus
• Ability to work with imperfect data systems and ambiguity
• Hands on; Can build models, analysis, reporting from scratch
• Healthcare experience required — physician practice and/or value-based care, RCM literacy
• Minimum 1 year management experience required

Education and Experience:

• College degree required. Masters preferred
• DMV preferred with on-site expectations
• 5 years + experience in FP&A or business analytics 
• CPA license is a plus but not required

Physical Requirements: 

• Prolonged periods of sitting at a desk and working on a computer.

Why Join CloseKnit

• Competitive compensation based on experience and qualifications
• Health, dental, and vision insurance
• Life insurance
• 401(k) retirement plan
• Paid time off (vacation, holidays, sick leave)
• Professional development and continuing education opportunities
• Supportive, collaborative, and inclusive work culture