Financial Planning and Analysis Manager at Agile Occupational Medicine LLC – Costa Mesa, California

Position Summary

The FP&A Manager leads enterprise-wide financial planning and analytics for a multi-site workers’ compensation healthcare organization. This role partners closely with accounting, operations, Informatics, and clinical leaders to deliver actionable insights, support strategic decision-making, and drive financial and operational performance.

This position owns budgeting, forecasting, financial modeling, and performance analysis, leveraging financial, operational, and clinical data to improve profitability, efficiency, and patient outcomes. The FP&A Manager plays a key role in aligning financial strategy with business objectives across a growing, multi-location organization.

Compensation: Starting compensation range is $125,000.00 to $145,000.00 annually. Exact compensation may vary based on skills, experience, and location.

Key Responsibilities

Financial Planning & Forecasting

• Lead the annual budgeting process and rolling forecasts across the organization
• Analyze variance between actuals and plan; deliver clear, actionable insights to leadership
• Develop scenario models, sensitivity analysis, and business cases to support strategic initiatives.

Business Performance & Analytics

• Drive visibility into financial and operational performance across sites and service lines
• Design and maintain dashboards and KPIs focused on clinical, operational, and financial outcomes
• Translate operational metrics into financial impact (revenue, cost, margin) to inform decision-making
• Identify trends, risks, and performance gaps; recommend and track improvement actions

Strategic Partnership

• Partner with operations and clinical leadership to align financial goals with performance outcomes
• Support strategic planning, growth initiatives, and cost optimization efforts
• Influence decision-making through clear communication of financial insights to non-financial stakeholders

Reporting and Data Management

• Deliver monthly and quarterly financial reporting packages with meaningful insights and recommendations
• Enhance and maintain dashboards (Power BI, Zoho Analytics) to improve visibility and usability
• Ensure data accuracy, consistency, and integrity across systems and reporting outputs
• Oversee data extraction, transformation, and validation processes to support reliable analytics

Core Competencies

• Advanced financial modeling and analytical capabilities with strong attention to detail
• Ability to translate complex data into clear, actionable insights for diverse audiences
• Strong business acumen with a track record of influencing operational and strategic decisions
• Excellent communication and presentation skills, with the ability to engage non-financial stakeholders
• Highly proactive, adaptable, and effective in a fast-paced, growth-oriented environment
• Strong organizational skills with the ability to manage multiple priorities and deadlines

Technical Skills

• Advanced proficiency in Excel, including financial modeling and data analysis
• Experience with data visualization and BI tools (Power BI, Zoho Analytics or similar)
• Strong SQL skills for data querying and analysis; Python experience preferred for automation and advanced analytics
• Working knowledge of databases, data structures, and ETL/data integration processes
• Experience working with large, complex datasets across multiple systems

Education & Experience

• Bachelor’s degree in Finance, Data Analytics, Health Informatics, or related field
• 5+ years of experience in FP&A, corporate finance, data analysis, or related role
• Experience in healthcare, multi-site operations is strongly preferred.

Benefits

• Comprehensive benefits package, including medical, dental, vision, life, and disability insurance
• 401(k) plan with employer match
• Paid time off and company-paid holidays
• Excellent work-life balance with no required nights, weekends, or holidays

Why You Should Join Our Team

Agile Occupational Medicine is a leading occupational medicine group with a network of 41 centers dedicated to providing comprehensive healthcare services to businesses and their employees across California and Yuma, Arizona. We specialize in ensuring the health and well-being of workers through a range of medical services, including work injury care and employer services.

We are a rapidly growing organization with a fun and collaborative work environment. We are passionate about disrupting the world of occupational medicine, and we are committed to providing our customers and patients with the best possible experience.

Agile Occupational Medicine is an Equal Opportunity Employer. Agile does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided upon qualifications, merit, and business need.