{"id":2393162,"url":"https://alion.io/job/phasewell-manager-financial-planning-analysis","title":"Manager, Financial Planning & Analysis","company":{"id":4420222,"name":"PhaseWell","domain":"phasewell.com","url":"https://alion.io/company/phasewell","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Paylocity","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Nashville, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":86000,"max_usd":165000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":5022},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"LLM","optional":false},{"name":"Power BI","optional":false},{"name":"Python","optional":false},{"name":"SQL","optional":false},{"name":"Tableau","optional":false}],"status":"live","first_seen_at":"2026-09-22T13:55:23Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-11-14T15:40:54Z","board_verified":true,"closed_at":null,"days_open":53,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":53},"description":"Description\nPhaseWell Research is a private equity (PE)-backed, multi-site clinical research network operating across oncology, cardiometabolic, CNS (including neurodegeneration and psychiatry), dermatology, and pulmonary indications.\nWe are seeking a data-driven Manager, Financial Planning & Analysis (FP&A) to own the financial rhythm of the business: monthly management reporting, the annual budget and rolling forecast, Board of Directors and PE sponsor materials, and the scenario and ad hoc analyses that inform our most important decisions. This role is the primary finance business partner to site leadership across our Site Network and the Finance team's leader for applying AI and automation to how we generate reporting and insights.\nThe ideal candidate combines deep FP&A and financial modeling expertise with a relentless focus on optimizing the organization - finding the drivers behind the numbers and turning them into action with operating leaders. This person approaches the work with an AI- and automation-first mindset, instinctively redesigning how reporting and analysis get done so the team spends less time assembling data and more time generating insight. This person will be a trusted advisor to the CFO, executive team, and site leaders, and will raise the analytical standard of the entire Finance function.\nKey Responsibilities\nBusiness Partnership & Site Performance\nServe as the primary finance business partner to site leadership and operating executives, translating financial results into operational drivers and clear, prioritized actions\nIn partnership with Accounting leadership, deliver monthly site performance reviews; diagnose variances to budget and forecast, identify root causes, and partner with site leaders on corrective action plans\nBuild and maintain site-level KPI frameworks (e.g., study pipeline conversion, enrollment and screening throughput, revenue per patient visit, staffing productivity, working capital) that connect operating metrics to financial outcomes\nBring newly acquired sites onto standard reporting, budgeting, and forecasting processes quickly post-close and track realized performance against acquisition underwriting\nMonthly Reporting & Insights\nOwn production of the monthly management reporting package: consolidated and site-level P&L, KPI dashboards, variance commentary, and forward-looking risks and opportunities\nDeliver insights, not just data: author the monthly \"so what\" narrative for the executive team\nReduce reporting cycle time through standardization, automation, and self-service dashboards while raising accuracy and consistency\nMaintain a single source of truth for financial and operational data in partnership with Business Development, Operations, Accounting, and Data/IT\nBudgeting, Forecasting & Financial Modeling\nIn partnership with Accounting leadership, lead the annual budget and rolling forecast production processes end to end - timeline, templates, assumptions, consolidation, and executive review across sites and corporate functions\nBuild and maintain driver-based financial models (site ramp, study pipeline, staffing, capital expenditures, cash flow, etc.) that tie to the long-range plan\nPresent budgets and forecasts to executive leadership with a clear articulation of assumptions, risks, sensitivities, and required decisions\nMeasure and continuously improve forecast accuracy and planning-process efficiency\nBoard & PE Sponsor Materials\nPrepare Board and PE sponsor materials, including quarterly performance reviews, annual budget presentations, liquidity and covenant views, and acquisition performance versus underwriting\nOwn the accuracy, consistency, and storyline of all Board, lender, and management presentations\nSupport the CFO on ad hoc Board, sponsor, and lender requests with decision-ready analysis\nTrack and report on key Finance metrics - reporting cycle time, forecast accuracy, and business partner satisfaction - and act on the results\nAI, Automation & Finance Transformation\nLead the FP&A roadmap for AI and automation: identify, pilot, and scale tools that automate data consolidation, variance analysis, commentary drafting, and dashboarding\nChampion an AI-first operating model within Finance - build reusable prompts, agents, and workflows; train and upskill analysts and business partners on their use\nPartner with IT and Data on the planning and BI stack (e.g., planning platform, data warehouse, Power BI/Tableau); own FP&A requirements, adoption, and change management\nEstablish governance for AI-generated analysis - data quality, validation controls, and review standards - so outputs are trusted, repeatable, and audit-ready\nScenario Planning & Ad Hoc Analysis\nLead scenario and sensitivity analyses on pricing, site and therapeutic-area mix, staffing models, capital allocation, and M&A to support executive decisions\nDevelop ROI and business-case analyses for major initiatives, new site openings, and technology investments; track realized returns\nRespond rapidly to ad hoc requests from the CFO, CEO, sponsor, and operating leaders\nQualifications\nRequired\nBachelor's degree in Finance, Accounting, Economics, or a related quantitative field\n5-7 years of progressive finance experience, including 3+ years in FP&A or strategic finance\nDemonstrated ownership of monthly management reporting, annual budgeting, and forecasting processes in a multi-site or multi-unit operating company\nExperience preparing and presenting Board and executive-level financial materials\nExpert-level Excel and financial modeling skills (driver-based, three-statement, and scenario models) and strong PowerPoint storytelling\nHands-on experience with BI and planning tools (e.g., Power BI, Tableau, Adaptive)\nDemonstrated track record of applying AI and automation (e.g., generative AI, Power Query, SQL/Python, RPA) to finance reporting and analysis workflows\nSolid understanding of U.S. GAAP and how accounting results flow into management reporting\nPreferred\nExperience in a PE-backed, acquisitive, or multi-site healthcare or clinical research company\nExperience integrating acquired entities into reporting and forecasting processes\nMBA, CPA, or CFA\nWorking knowledge of SQL or Python; experience building agentic or LLM-based finance workflows\nExperience leading and developing analysts\nSkills & Attributes\nData-driven decision maker who insists on a single source of truth, quantifies trade-offs, and lets the analysis - not the anecdote - drive recommendations\nAI- and automation-first mindset - actively adopts and leads the rollout of AI and automation tools to eliminate manual work, accelerate turnaround, and raise the quality of analysis\nTrusted business partner who influences operating leaders without direct authority and converts analysis into decisions and results\nExecutive presence and storytelling - distills complex financial concepts into concise, compelling narratives for the CFO, Board, and site leaders\nOwnership and urgency; thrives in a fast-paced, PE-backed environment with aggressive timelines\nIntellectual curiosity and a continuous improvement orientation - challenges the status quo and redesigns processes rather than accepting them\nHigh attention to detail paired with sound business judgment and a strategic mindset\nCollaborative, low-ego leader who works independently and drives initiatives to completion","description_format":"text","description_chars":7367,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-12T21:53:18Z"}],"visa":[],"liveness":{"score":29,"band":"fade","label":"Fading","p_open":1,"p_active":0.651,"p_room":0.45,"age_days":52,"expected_fill_days":34,"reasons":["conf:5","win:tail"],"computed_at":"2026-11-14T05:58:10Z"},"pay":null,"html_url":"https://alion.io/job/phasewell-manager-financial-planning-analysis","json_url":"https://alion.io/job/phasewell-manager-financial-planning-analysis.json","meta":{"generated_at":"2026-11-15T03:23:44Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":6375,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4420222},"rest":"https://alion.io/mcp/rest/get_company?id=4420222"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fphasewell-manager-financial-planning-analysis"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fphasewell-manager-financial-planning-analysis"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fphasewell-manager-financial-planning-analysis"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/phasewell-manager-financial-planning-analysis\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fphasewell-manager-financial-planning-analysis"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2393162}},{"tool":"search_jobs","arguments":{"company":"phasewell.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2393162},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); 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